Let me tell you about someone I met more than four years ago when I spoke at a SCORE finance seminar. At the time she was a new entrepreneur with an unusually strong interest in understanding the numbers of her business. When I told the class about this thing called projections, I had her full attention. She already understood the importance of understanding where her business had been, so the idea of also understanding where her business was going made perfect sense to her. She contacted me a... [continue reading]

I met once with a small business owner in the apparel business. His business was just a couple of years old, and it had yet to turn a profit. While there had been some good organic growth, the growth hadn’t been fast enough. He had been forced to put lots of money into the business that year, and he felt it was time to make a decision. He said his options were:   (1) Make the additional effort to add customers to get to the point where it’s breaking even,   (2) Add new products that would incr... [continue reading]

You’ve built a successful business as a trusted financial advisor. Your clients rely on you and your staff of trusted advisors to produce accurate financial statements every month, to interpret the statements for them, and to use those statements to help them improve their profitability and cash flow.                                                                                             But why stop there? Would your clients benefit from a look into their future? Is there a way your entire sta... [continue reading]

ProjectionSmart helps your clients see their future by turning their backwards-looking financial statements into a forward-looking prediction. ProjectionSmart makes it very quick and simple for you to help your clients see their financial future. But why do you want to help your clients see their future? Benefits of seeing the future With a solid understanding of their future, your clients will better understand the numbers of their business, have a 12-month financial plan to follow, and... [continue reading]

It’s not easy being a small business owner. They have to handle every aspect of their business, serving as CEO, COO, CFO, CMO, CRO, CHRO, and CxO. Of course, small business owners can’t possibly be experts in every aspect of their business. Furthermore, in order to grow their business, they simply must delegate some critical tasks to a competent professional. So they need people they can trust to carry some of the burden and to advise them in the areas of the business where they lack expertise. ... [continue reading]


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Five stars

"Roger and staff are wonderful to work with! Such a great planning tool for small businesses!"
~ Sam, Entrepreneur

Five stars

"ProjectionSmart is very easy to use for the small business owner who wants to assess his finances and know where his cash is going. It is extremely helpful to me in making more informed business decisions. It gives me peace of mind."
~ Justin, CEO of professional services firm

Five stars

"ProjectionSmart is my digital Controller."
~ Rob, Small business owner

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