Start Planning Better Now!


(per month)

What makes ProjectionSmart better?

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QuickBooks and Excel don't have projection capabilities.

ProjectionSmart does what those programs cannot.

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We've made planning fast, simple, and easy.

You don't need to be an accountant to use ProjectionSmart.

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Make your business planning process sharper than ever before!

With ProjectionSmart you concentrate on the results, not the process.

ProjectionSmart is the perfect planning tool for both trusted advisors and small business owners and entrepreneurs.

Trusted advisors:

  • Increase client satisfaction and become a more trusted business partner.

  • Help your clients plan better and make more informed business decisions.

  • Provide your clients more than just backwards-looking financials.

  • Differentiate your business and grow your revenue with this new service.

Small business owners and entrepreneurs:

  • Don't just look backwards! See what your financial future looks like.

  • Simple enough for anyone to use.

  • Make better decisions by understanding the numbers of your business.

  • Create a complete set of financial statements to share with bankers.

  • 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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We created ProjectionSmart for those who do not have a background in finance or accounting. Our financial tools are powerful, simple, and easy enough for anyone to use, and our videos explain the basics of business finance.

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Trusted Advisors can help their clients make better business decisions. Small business owners and entrepreneurs can see where their business is going to be in 12 months.

Five stars

"I have very few clients who couldn't benefit from using ProjectionSmart!"
~ Shawn, Commercial banker

Five stars

"Roger and staff are wonderful to work with! Such a great planning tool for small businesses!"
~ Sam, Entrepreneur

Five stars

"ProjectionSmart made it very easy to come up with two years' worth of projections without needing an accounting background. It saves a lot of time and headaches."
~ Jeni, startup entrepreneur