Last year I helped a growing client with their first budget. They are in construction, a highly seasonal business, and they were doing their accounting on the cash basis. I helped them understand that the cash basis was not very helpful to them in managing their business. See my blog Cash or Accrual? What’s the Difference? Very simply, I told them at the time that the cash basis says you recognize a sale when you get paid, but the accrual basis says you recognize the sale when you send an invoice to ... [continue reading]


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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

Five stars

"I signed up to gain some insights on expanding my current small business. With the resources they provided, the Proof Plan and ProjectionSmart, it has been considerably easier for me to write a business plan since I'm simply answering 21 questions. Thank you, Roger and Bob!"
~ Kristen, Small Business Owner

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