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]

Roger recently appeared on the Small Small Business (SSB) podcast. Learn how SSB helps small businesses here. Roger discussed 10 reasons why you should do business projections. Here’s reason number eight. Roger Scherping: So, my next one is, understanding the financial impact of your business decisions. And I’ll start with a story. I know a guy once who bought three franchises, three retail franchises. And he opened the first one, and I came to his store, and I looked at it, and I said, “Oh, ... [continue reading]

I’ve spent most of my career trying to see the financial future of the companies I managed. 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 based on my own experiences, I’ve put together 10 reasons why you should do monthly business projections in 2021. 1. Troubled companies need a path I start with this one because it was when I was turning around companies that I realized ... [continue reading]


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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

"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

"ProjectionSmart broke down and simplified the costs and cash flow of running a small business. It helped me get an idea of what to shoot for when I start my business."
~ Luke, startup entrepreneur

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