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]


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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

"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. 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

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