Manage Companies

ProjectionSmart gives you the ability to manage multiple companies on your account.

  • Manage Companies works well for accountants who want to prepare projections for multiple clients, all with ProjectionSmart.
  • You can manage multiple companies.
Manage your companies with ProjectionSmart

The Manage Companies feature is added to any paid membership to ProjectionSmart!

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Five stars

"As someone new to starting up a business, the tools provided via ProjectionSmart were a great asset. Easy simple way to develop the financial picture for your new enterprise that help clarify what it was going to take to get started and to insure you didn't miss something. All of that at an affordable price. "
~ Bruce, Entrepreneur

Five stars

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

Five stars

"I signed up to gain some insights on expanding my current small business. With the resources they provided, the Proof Plan and ProjectionSmart, it has been considerably easier for me to write a business plan since I'm simply answering 21 questions. Thank you, Roger and Bob!"
~ Kristen, Small Business Owner