1. Why was ProjectionSmart created?
  2. Why is business planning important?
  3. Do I need ProjectionSmart if I already use an accounting program like QuickBooks?
  4. Can I use ProjectionSmart if I'm starting a new business or if I already have a business?
  5. To use ProjectionSmart, do I have to use QuickBooks?
  6. Can a small business owner or manager really do a business projection by themselves?
  7. What benefits will a small business owner or manager get from a business projection?
  8. Can trusted advisors manage multiple companies on one ProjectionSmart account?
  9. How do trusted advisors save and share their results?

Why was ProjectionSmart created?

We started ProjectionSmart to help trusted business advisors. With ProjectionSmart, trusted advisors can make their clients more successful and grow their business. A monthly projection using ProjectionSmart will help your clients make better business decisions, anticipate problems, and understand the numbers of their business. Trusted advisors will see more satisfied clients, improved retention, a better differentiated practice, and increased revenue.

ProjectionSmart can also help small business owners and managers. We know how important understanding the numbers of your business is to your success. We also know that understanding your numbers can be difficult for someone who doesn't have a finance or accounting background. That's why we made ProjectionSmart so easy to use!

Hear the story of ProjectionSmart here.

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Why is business planning important?

Business planning is creating a working plan for your business. No plan is perfect, but you still need to plan. Dwight Eisenhower once said, "Plans are useless, but planning is indispensable." Planning forces you to think carefully through all of your business decisions. It's the opposite of "winging it." In fact, lack of planning is the most common reason given for the failure of small businesses. Planning gets you started in the direction you want to go, and it helps you successfully adapt as circumstances change.

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Do I need ProjectionSmart if I already use an accounting program like QuickBooks?

Yes! You need a program like QuickBooks to do your daily accounting, track inventory, and produce your monthly financial statements. Those statements give you important information about where your business has been. But ProjectionSmart helps you see where you are going! With just a few minutes each month, ProjectionSmart will help you see your financial future: What's the lowest my cash will get? Is there a financial crisis coming? Can I afford to buy that new piece of equipment? What would the financial impact be of expanding my business? ProjectionSmart helps you make better forward-looking financial decisions.

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Can I use ProjectionSmart if I'm starting a new business or if I already have a business?

Yes! If you are an entrepreneur who has an idea for a startup, ProjectionSmart will help you determine whether your idea makes sense financially by easily creating a 12- or 24-month financial model. If you are the owner or manager of an established business, ProjectionSmart will help you see what your financial future looks like by creating a financial projection that you'll update every month.

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To use ProjectionSmart, do I have to use QuickBooks?

No. Any company can use ProjectionSmart to see their financial future. If you use QuickBooks Online, we'll import your financial history directly from QuickBooks, saving you the data entry time. If you don't use QuickBooks Online, our easy-to-use forms will allow you to quickly enter your financial history and continue with the process.

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Can a small business owner or manager really do a business projection by themselves?

Yes! With ProjectionSmart you can because we used our years of experience to make business projections simple. We've helped hundreds of entrepreneurs and small business owners like you who don't have a background in finance or accounting see their financial future.

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What benefits will a small business owner or manager get from a business projection?

You will see your financial future, helping you to anticipate problems. You will make more informed business decisions because you will be running by the numbers, not on gut instinct. You will make more confident decisions because you will understand the numbers of your business and the impact your decisions have on your financial statements.

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Can trusted advisors manage multiple companies on one ProjectionSmart account?

Yes! Our Manage Companies feature allows trusted advisors to manage any number of companies under a single ProjectionSmart account.

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How do trusted advisors save and share their results?

Your work is automatically saved on our secure cloud, and it will be there when you want to come back and make changes. You can print all reports and graphs to pdf and save them to your computer. The Proof Plan report is easily printed to pdf or pasted into your favorite word processing document and saved to your computer.

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Five stars

"ProjectionSmart is truly an invaluable tool for both start-ups and established businesses looking to get financials in order. I am in the process of getting a start-up put together, thus creating a valid projection of revenue and expenditures will help get funding and create a solid plan to succeed. Super easy to use and intuitive! "
~ Marissa, Entrepreneur

Five stars

""ProjectionSmart is simple and effective. You’ve taken a huge weight off me. I was in the middle of the ocean, and you threw me a life preserver. Thanks, ProjectionSmart!”"
~ Nic, Small Business Owner

Five stars

"ProjectionSmart is an incredibly valuable tool for anyone looking to start their own business. It gives a great layout of the trajectory of your business based on the numbers you provide. If you want to remove a lot of the unknown and confusion that comes with starting your own business, I definitely recommend using ProjectionSmart!"
~ Brady, Entrepreneur

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