How does ProjectionSmart Help Trusted Advisors?
Nov 27, 2023 by Roger Scherping in prediction, trusted advisor, client, benefits
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]