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

"ProjectionSmart is a resourceful tool for getting a realistic view of future projections. It is easy to use and very helpful in planning for a future business."
~ Sam, entrepreneur

Five stars

"I have very few clients who couldn't benefit from using ProjectionSmart!"
~ Shawn, Commercial banker

Five stars

"ProjectionSmart was incredibly helpful in allowing me to process and display data from my future business in a way that was easy to both read and understand."
~ Joel, small business owner

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