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]


Tag Cloud

[ ProjectionSmart ] [ startup ] [ numbers ] [ succeed ] [ fail ] [ Planning ] [ Plans ] [ Budget ] [ Projection ] [ Number ] [ Plan ] [ Balance Sheet ] [ Cash Flow ] [ control ] [ failure ] [ crystal ball ] [ financial picture ] [ future ] [ options ] [ risk ] [ model ] [ income statement ] [ P&L ] [ equity ] [ bizowner ] [ micro-business ] [ entrepreneur ] [ Proof Plan ] [ banker ] [ investor ] [ mistakes ] [ profit ] [ cash ] [ mistake ] [ sales ] [ margin ] [ markup ] [ margin percentage ] [ business plan ] [ business planning ] [ bootstrap ] [ bootstrapping ] [ debt ] [ bank ] [ investors ] [ success ] [ turnaround ] [ Growth ] [ financial statements ] [ fear of finance ] [ see the future ] [ confront your concerns ] [ proof ] [ forecast ] [ look ahead ] [ financial model ] [ financial projection ] [ failure rate ] [ first year ] [ decision making ] [ sales forecast ] [ expenses ] [ insights ] [ SCORE ] [ The Blueprint ] [ projections ] [ templates ] [ spreadsheets ] [ loan ] [ accounting ] [ Gross margin ] [ gross profit ] [ net income ] [ better business decisions ] [ financial projections ] [ overhead ] [ accounts receivable ] [ accounts payable ] [ revenue per employee ] [ business plans ] [ Finances First ] [ crisis ] [ scenario ] [ Predict ] [ CPA ] [ accountant ] [ spreadsheet ] [ Cuban ] [ manage ] [ companies ] [ subscriptions ] [ start ] [ business ] [ entrepreneurs ] [ create ] [ confidence ] [ Startups ] [ small business ] [ cash flow statement ] [ entrepreneurship ] [ cash basis ] [ accrual basis ] [ podcast ] [ see ] [ pandemic ] [ banking ] [ regulatory ] [ decisions ] [ finances ] [ accrual ] [ taxes ] [ RAAP ] [ cash management ] [ financial impact ] [ troubled ] [ strategy ] [ peace ] [ struggling ] [ reasons ] [ banks ] [ FranNet ] [ franchise ] [ information ] [ intuition ] [ proactive ] [ reacting ] [ tactics ] [ survey ] [ tool ] [ statement of cash flows ] [ vision ] [ goals ] [ subscription ] [ Excel ] [ QuickBooks ] [ understand numbers ] [ costs ] [ scale ] [ advisor ] [ prediction ] [ trusted advisor ] [ client ] [ benefits ] [ Process ] [ monthly ] [ forward-looking ] [ forward ] [ backward ] [ staff ] [ modeling ] [ predictions ] [ pricing ] [ reports ] [ Linked User ]

Five stars

"Great program for any business owner or anyone trying to start a business."
~ Zach, Small business owner

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

""ProjectionSmart is simple and effective. You’ve taken a huge weight off me. I was in the middle of the ocean, and you threw me a life preserver. Thanks, ProjectionSmart!”"
~ Nic, Small Business Owner

Read more reviews