We just completed a survey of our customers. Thank you for participating! We hope you are enjoying your Starbucks gift card as a sign of our appreciation. Our goal was to understand what you thought about projections, how well you understood them, and how you do them. Here’s what we learned. 1. People like you, who understand what a good financial plan can do for you, make up a minority of business owners! You may be in a business that runs on numbers (say, manufacturing), or you may just b... [continue reading]


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Five stars

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

Five stars

"Thank you for everything! ProjectionSmart was a great tool and an excellent learning experience! "
~ Jessica, Startup entrepreneur

Five stars

"Roger and staff are wonderful to work with! Such a great planning tool for small businesses!"
~ Sam, Entrepreneur

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