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]

Failing to plan is planning to fail! Out of simple necessity, small business owners tend to be focused solely on the day-to-day. I always say that all they can focus on is getting all of their orders out by Friday. There’s no time for anything else. And when the next week starts, they begin the same cycle over again. It’s difficult for small business owners to find time to do any business planning. It just doesn’t make it onto their priority list. We argue that they need to make the time! Month... [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]

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]

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]


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Five stars

"ProjectionSmart is truly an invaluable tool for both start-ups and established businesses looking to get financials in order. I am in the process of getting a start-up put together, thus creating a valid projection of revenue and expenditures will help get funding and create a solid plan to succeed. Super easy to use and intuitive! "
~ Marissa, 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

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

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