I’ve spent most of my career helping my clients or employers see their financial future because I’ve seen what happens when small companies don’t know what their next 12 months look like, or when they don’t understand the financial impact of their business decisions. So, for all of you trusted financial advisors, the past two weeks I shared 10 reasons why your clients need a monthly prediction. In case you missed them, here are reasons 1-5 and reasons 6-10. Now, here are the 5 ways that helpi... [continue reading]

I’ve spent most of my career helping my clients or employers see their financial future because I’ve seen what happens when small companies don’t know what their next 12 months look like, or when they don’t understand the financial impact of their business decisions. So, for all of you trusted financial advisors, last week I explained my first 5 reasons why your clients need a monthly prediction. In case you missed them, here they are. Now here are the NEXT 5 reasons, and next week I’ll explai... [continue reading]

I’ve spent most of my career helping my clients or employers see their financial future because I’ve seen what happens when small companies don’t know what their next 12 months look like, or when they don’t understand the financial impact of their business decisions. So, for all of you trusted financial advisors, I’ve put together 10 reasons why your clients need a monthly prediction. I explain reasons 1-5 today, and I’ll explain reasons 6-10 next week. The following week I’ll explain the 5 ways... [continue reading]

                                                                            I met another company recently whose situation really illustrated the importance of understanding the numbers of your business and seeing your future. It is a service business, and they told me they were in a cash crisis. They also told me that they were on the verge of very rapid growth thanks to a new product that they were in the process of launching. They did not want to borrow any money or take on an investor during ... [continue reading]

Whether you're starting a business or your business has been around for a while, understanding where your business is going is critical to your success. When I've asked many entrepreneurs how they know it's the right time to expand their business or whether they can afford to hire a new employee, their answer always worries me. It's usually a shoulder shrug followed by, "I just go with my gut." You're clients have too much riding on their businesses to just go with their gut! Of course, most small... [continue reading]


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Five stars

"ProjectionSmart was incredibly helpful in allowing me to process and display data from my future business in a way that was easy to both read and understand."
~ Joel, small business owner

Five stars

"As someone with little business experience, ProjectionSmart took the fear out of creating a business plan. It helped make the numbers easy to understand and surprisingly fun!"
~ Elizabeth, entrepreneur

Five stars

"I feel like ProjectionSmart gave me a very thorough and accurate report of projections that were easy to understand!"
~ Hannah, small business owner

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