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]

Most small businesses today use QuickBooks because it’s inexpensive and designed for the non-accountant. Whatever software they choose, that software handles all of their monthly financial transactions, and at the end of the month it gives them a set of backwards-looking financial statements that tell them what happened in their business during the previous month. To be successful, all businesses need to thoroughly understand where they’ve been. Backward-looking information really is invaluable.... [continue reading]


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Five stars

"ProjectionSmart is an incredibly valuable tool for anyone looking to start their own business. It gives a great layout of the trajectory of your business based on the numbers you provide. If you want to remove a lot of the unknown and confusion that comes with starting your own business, I definitely recommend using ProjectionSmart!"
~ Brady, Entrepreneur

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

"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