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]

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 takes just a few minutes a month with ProjectionSmart for you and your clients to realize all of the benefits that a monthly prediction brings. Your clients will better understand the numbers of their business, have a 12-month financial plan to follow, and have the peace of mind that comes from knowing where their business is going. As their trusted financial advisor, you will have happier clients, a better differentiated business, and more revenue. ProjectionSmart helps you turn your clien... [continue reading]

Your clients rely on you to help them with their finances. Perhaps you prepare their monthly financial statements and balance their bank account. Or you analyze their financial results and advise them on ways to improve profitability or cash flow. Maybe you help them raise capital. ProjectionSmart helps you turn your client’s backwards-looking financial statements into a forward-looking prediction. The process is quick and simple. We’ve done all of the h... [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

"Excellent software. Love that the format allows me to change data as needed!"
~ Judy, Franchise owner

Five stars

"Great tool to have for starting a business! Easy layout and step-by-step direction on how to get finances organized."
~ Kevin, Startup entrepreneur

Five stars

"ProjectionSmart is like my crystal ball!"
~ Brent, veteran small business owner

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