See your future.

Understand your numbers.


ProjectionSmart makes it simple.


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Better planning with ProjectionSmart


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Look forward, not just backward!

You look at your income statement every month. Now let us help you look forward every month so you can see your financial future!

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Make more informed business decisions!

Effective business planning will help you gain insights, get answers, connect the dots, and make more confident decisions.

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Understand the numbers of your business!

We've made it simple to quickly understand your numbers. You don't need to be an accountant to use ProjectionSmart!

ProjectionSmart gives you:

  • A monthly vision of where your business is going.

  • The confidence that comes from understanding the numbers of your business.

  • The ability to make more informed business decisions.

  • The peace of mind that comes from having a solid financial plan.

  • A complete set of financial statements to share with bankers or investors.

  • Decision making based on data, not intuition!



What you get with ProjectionSmart:

  • Simple and easy-to-use tool.

  • Complete 12- or 24-month projection.

  • Ability to quickly update every month.

  • Visibility into the meaning of your numbers.

  • Ability to model multiple scenarios and assess your business opportunities.

  • Business plan writing tool and videos on small business finance.

  • Secure login and data storage.


Why ProjectionSmart?


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We are small business managers, owners, and entrepreneurs who have spent our careers managing, starting, and building businesses. We are passionate about small business and want to help small businesses succeed.

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Most small business people do not have a background in finance or accounting, so we created ProjectionSmart for them. Our financial tools are powerful, simple, and easy enough for anyone to use, and our videos explain very simply the basics of business finance.

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Entrepreneurs can learn whether their new business concept makes sense financially using ProjectionSmart. Small business owners and managers can see where their business is going to be in 12 months using ProjectionSmart.

Five stars

"I feel like ProjectionSmart gave me a very thorough and accurate report of projections that were easy to understand!"
~ Hannah, small business owner

Five stars

"I signed up to gain some insights on expanding my current small business. With the resources they provided, the Proof Plan and ProjectionSmart, it has been considerably easier for me to write a business plan since I'm simply answering 21 questions. Thank you, Roger and Bob!"
~ Kristen, Small Business Owner

Five stars

"ProjectionSmart makes it easy to create your business plan and find out if you have any shortcomings or need to reevaluate your plan."
~ Parker, startup entrepreneur