ProfitSee and
ProfitSee Pro:
the basics

In our last blog post we introduced ourselves and told you a little bit about why we are here. At ProfitSee, we believe that in order to be a successful business owner or financial advisor, you must have a solid understanding of the past, present, and future financial health of your company or your client’s company.

 

That’s why we started ProfitSee, an all in one financial analysis tool for business owners and financial advisors. Through all-in-one dashboards and easy to read reports, ProfitSee  can give you a solid understanding of where your business stands today, where it will be tomorrow, and what steps you can take to ensure profitability. After 20 years of consulting small startups and corporate sized businesses in fiscal and asset management, I wanted to create a product that would address the problems that I saw my clients experiencing everyday.

 

Here are a few features that make ProfitSee powerful for business owners:

 

• Quick and easy budgeting – An advanced budgeting tool can build you a new budget 15 minutes while reflecting seasonal expenses, future initiatives and owner compensation.
• What-if scenarios- What will happen if you change your product pricing, or hire more salespeople, or take out a loan? ProfitSee can answer these types of questions and more in a matter of minutes.
• Visualize your profitability – Literally see your company’s performance graphically over time for the kind of confidence you need to make solid business decisions.
• All-in-one dashboard – The Dashboard tells you good and bad news, and shows your business’ performance against your plan or budget.

 

After the launch of ProfitSee it became clear that we could do more to address the needs of CPAs, financial advisors, and professionals that manage the financials of multiple businesses at one time. That spurred the birth of ProfitSee Pro, a program that can manage the financial data and extract talking points for multiple clients.

 

Here’s how ProfitSee Pro will strengthen your role as a trusted financial advisor:

 

• Risk Ranking- When you list all of your clients on ProfitSee Pro, the program will rank each one based on their financial performance on an easy to read side tab. That way you will know who needs immediate attention.
• Daily Monitoring- Assess the financial health of your clients for the next forty days. By syncing with your client’s accounting data through QuickBooks, ProfitSee Pro will let you know how much cash your client will have tomorrow, next week, or next year.
• Overview and analysis- ProfitSee Pro provides a comprehensive overview of your client’s account history, including revenue, variable, fixed expenses, owner compensation, and year-to-date cash flow in easy-to-read graphs. Pro will also assemble the most important talking points to share with your client.
• Automatic Charts and Reports- Export reports and charts into a PowerPoint to send to your clients in seconds.

 

Those are a few of my favorite features. I invite you to learn more about ProfitSee and ProfitSee Pro by joining our monthly webinars, or by giving Pro a spin. In fact, you can test your first client on ProfitSee Pro today for free, by signing up for a 12 month trial of ProfitSee Pro on our website. Once you submit your trial request—we’ll give you a call and get your data synced.

 

Best,

Peter M. Venesses