The Changing ProAdvisor World

Join ProfitSee for a half day workshop for ProAdvisors, CPAs, and financial service providers. We will discuss the challenges and opportunities facing small business owners in the next ten years, and how your firm can help.

In this workshop you will learn strategies for:

Expanding service offerings
Growing your practice
Closing more business

Instructor: Peter M. Vessenes, CEO of ProfitSee Inc and Vestment Advisors Inc. A popular platform speaker, and co-author of Building Your Multi-Million Dollar Practice, Peter has worked with and coached companies of all sizes, from fortune 100 to start-ups since 1983. His strategies in fiscal and asset management, strategic planning, organizational development, human resources and the client experience have helped thousands of businesses define and reach their objectives while building healthy cultures.

Welcome to our new
website

Welcome to the ProfitSee blog. In our first blog post we would like to tell you a little bit about who we are and what we have to offer. Our mission is to help you—the professional accountant, financial advisor or … Continue reading →