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]

We created ProjectionSmart to help entrepreneurs and owners of small businesses under $10 million in sales. Those are the specific people we set out to help. We want to help them see their financial future and understand the numbers of their business. We know that most of them don’t have a finance background and also don’t have a controller or CFO to help them, so we made ProjectionSmart easy to use and simple to understand. So far we’ve helped lots of entrepreneurs and small business owners see where... [continue reading]


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Five stars

"ProjectionSmart is like my crystal ball!"
~ Brent, veteran small business owner

Five stars

"I've started a few businesses, and for the last three I ran my ideas through ProjectionSmart to help me make a go/no-go decision. Without that initial review of what the future might look like, I wouldn't have known which ones were a good use of my time and which ones were a bad use of time. ProjectionSmart guided me to the right decisions. It's easy to use and a fantastic product."
~ John, serial entrepreneur

Five stars

"ProjectionSmart is an exceptional tool to help study financials and prepare projections. With little to no background in accounting, I have found this to be an amazing tool and resource for my business. It is really easy to use with excellent support if you need additional help. I would recommend this program to small business owners or anyone who seeks help in this area."
~ Stephanie, Small business owner

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