For many QuickBooks ProAdvisors, traditional compliance and bookkeeping work is becoming increasingly competitive and time-constrained. Clients are asking more forward-looking questions—about cash flow, growth, hiring, and long-term planning—yet delivering those answers consistently can be difficult to scale without adding significant manual effort.
RunSmart by Projection Genie was built to help ProAdvisors meet that demand.
Rather than replacing your expertise, RunSmart supports it—making it easier to offer structured, recurring advisory services that clients value and are willing to pay for.
Create New Advisory Revenue
RunSmart enables ProAdvisors to expand beyond historical reporting by offering structured financial planning, forecasting, and performance insights as part of an ongoing advisory service.
With RunSmart, you can deliver:
- Forward-looking financial forecasts
- Budgeting and ongoing performance monitoring
- Clear, data-driven planning insights
These services can be packaged as monthly or quarterly advisory engagements and delivered consistently across clients—without building custom spreadsheets or financial models for each one.
The result is a scalable advisory revenue stream that strengthens client relationships and differentiates your practice.
Many advisors package this as a recurring monthly or quarterly advisory engagement alongside existing bookkeeping or CAS services.
Reclaim Time for Higher-Value Advisory Work
Advisory work should focus on interpretation and guidance—not manual calculations.
RunSmart handles the heavy lifting by automatically:
- Assessing overall financial health
- Generating clear, reliable forecasts
- Tracking performance over time
By reducing manual work, RunSmart frees up your time so you can focus on higher-value, forward-looking conversations with your clients instead of maintaining custom spreadsheets.
Built on Reliable, Data-Driven Forecasting
RunSmart’s forecasts are generated directly from each client’s historical financial data in QuickBooks—not generic assumptions.
RunSmart uses advanced statistical modeling techniques to account for trends, seasonality, and natural variability in financial data. These techniques reflect approaches commonly used by FP&A teams at large enterprises, while remaining simple, clear, and explainable for advisory conversations. Forecasts update automatically as new results become available, supporting rolling forecasts that evolve over time rather than static, one-time projections.
The result is forecasting that is rigorous behind the scenes yet practical in client conversations—allowing ProAdvisors to ground planning discussions in realistic expectations and adjust course as conditions change.
Simplify Financial Insights for Clients
Clients don’t struggle because they lack reports—they struggle because they lack clarity.
RunSmart simplifies financial insights by surfacing what changed, why it matters, and where to focus next—turning complex financial data into clear, actionable guidance rather than just charts and graphs.
This helps clients quickly understand what matters most, making financial discussions more productive and reducing confusion around the numbers.
Enable Confident Client Decision-Making
When clients clearly understand where they stand today and where they’re headed, better decisions follow.
By grounding conversations in meaningful, data-driven insights, ProAdvisors can help clients:
- Plan proactively
- Adapt to changing conditions
- Move forward with greater confidence
RunSmart provides a consistent, forward-looking foundation that supports these conversations while keeping you firmly in the role of trusted advisor.
Simplify Collaboration Across Clients and Stakeholders
Advisory work often involves multiple stakeholders—owners, partners, and internal teams.
RunSmart makes collaboration easier by:
- Supporting shared access across clients and stakeholders
- Enabling transparent, aligned discussions
- Using role-based access so the right people see the right data
This keeps everyone aligned while maintaining appropriate visibility and control.
Built for Client Trust and Security
Trust is foundational in advisory relationships.
RunSmart allows you to manage multiple clients under a single master account with strict data separation between each client’s records. Sensitive information is encrypted in transit and at rest, with safeguards designed to protect confidentiality and prevent unauthorized access.
As an Intuit App Partner, Projection Genie has successfully completed QuickBooks’ strict technical and security reviews—giving ProAdvisors confidence that the platform meets Intuit’s standards for security and reliability.
Limited-Time Offer for QuickBooks ProAdvisors
To support ProAdvisors expanding their advisory services, we’re offering a limited-time incentive:
QuickBooks ProAdvisors receive 25% off the first year of any Annual Pro plan subscription.
At check out, use code: PROADVISOR25
Discount applies to the first annual term only. Offer expires March 31, 2026.
Supporting the Next Evolution of Advisory Services
RunSmart was built for advisors who want to deliver more value to their clients—without adding complexity, manual effort, or risk.
If you’re a ProAdvisor looking to:
- Expand advisory revenue
- Deliver clearer financial insights
- Strengthen long-term client relationships
RunSmart provides the structure, scalability, and credibility to support that next step.
