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 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 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

Five stars

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

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