We want to share with you our thoughts on business projections, cash management, small business, entrepreneurship, finance, startups, and business planning.



There are lots of ways you help your clients, like compiling their monthly financial statements, helping them look for ways to increase profitability or cash flow, or serving as a sounding board for their important business decisions. But did you know that the most powerful way you can help your clients is probably something that you’ve never thought about? Accountants are trained Let’s face it. We’re accountants. We are trained to look backwards. We are taught how to categorize transa... [continue reading]

Most small businesses today use QuickBooks because it’s inexpensive and designed for the non-accountant. Whatever software they choose, that software handles all of their monthly financial transactions, and at the end of the month it gives them a set of backwards-looking financial statements that tell them what happened in their business during the previous month. To be successful, all businesses need to thoroughly understand where they’ve been. Backward-looking information really is invaluable.... [continue reading]

ProjectionSmart helps your clients see their future by turning their backwards-looking financial statements into a forward-looking prediction. ProjectionSmart makes it very quick and simple for you to help your clients see their financial future. But why do you want to help your clients see their future? Benefits of seeing the future With a solid understanding of their future, your clients will better understand the numbers of their business, have a 12-month financial plan to follow, and... [continue reading]

It takes just a few minutes a month with ProjectionSmart for you and your clients to realize all of the benefits that a monthly prediction brings. Your clients will better understand the numbers of their business, have a 12-month financial plan to follow, and have the peace of mind that comes from knowing where their business is going. As their trusted financial advisor, you will have happier clients, a better differentiated business, and more revenue. ProjectionSmart helps you turn your clien... [continue reading]

Your clients rely on you to help them with their finances. Perhaps you prepare their monthly financial statements and balance their bank account. Or you analyze their financial results and advise them on ways to improve profitability or cash flow. Maybe you help them raise capital. ProjectionSmart helps you turn your client’s backwards-looking financial statements into a forward-looking prediction. The process is quick and simple. We’ve done all of the h... [continue reading]


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Five stars

"Thank you for everything! ProjectionSmart was a great tool and an excellent learning experience! "
~ Jessica, Startup 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

Five stars

"ProjectionSmart is very easy to use. It's fabulous how I can quickly see the status of my business in just the 5 graphs. ProjectionSmart is like my electronic accountant."
~ Bill, CEO of software developer

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