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



You’ve built a successful business as a trusted financial advisor. Your clients rely on you and your staff of trusted advisors to produce accurate financial statements every month, to interpret the statements for them, and to use those statements to help them improve their profitability and cash flow.                                                                                             But why stop there? Would your clients benefit from a look into their future? Is there a way your entire sta... [continue reading]

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]


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Five stars

"ProjectionSmart was very simple to use and helped me greatly understand what is needed and what it will take for me to start a business."
~ Kelsie, small business owner

Five stars

"As someone new to starting up a business, the tools provided via ProjectionSmart were a great asset. Easy simple way to develop the financial picture for your new enterprise that help clarify what it was going to take to get started and to insure you didn't miss something. All of that at an affordable price. "
~ Bruce, Entrepreneur

Five stars

"ProjectionSmart has given me more confidence to open my own business after seeing the numbers being crunched and what it will take to breakeven and make profits."
~ Dylan, small business owner

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