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Whether you are already providing advisory services or just starting out, ProfitSee has the tools to help you provide your business clients the financial insights they need to thrive. Join the thousands of accountants, bookkeepers, and consultants worldwide that are providing their SME clients with CFO-level insights that make a difference. ProfitSee’s reports, analytics, and forecasting tools give you the ability to efficiently automate and white-label your services to provide value to your clients.
"I was really excited to use ProfitSee as a virtual CFO. It far surpassed my expectations. I absolutely love the reporting features and the customer service is incredible! I definitely recommend it to my colleagues and potential end users."
Financial Strategist, Danetha Doe Consulting
Founder, Money & Mimosas
Voted Top 40 under 40 accounting professional by CPA Practice Advisor
By now you’ve probably heard you should be, or could be, moving your accounting or bookkeeping firm towards providing advisory services. The first place firms usually turn to for making this change is implementing a dashboard for their clients. Often accountants ask us: what is a dashboard, why would I want to move beyond dashboards, and what else is out there?
These dashboards are good in the sense that they can provide an overview but they do not address business owners’ fundamental needs.
From over 30 years working with businesses of all sizes, Peter M. Vessenes has learned that all business owners want, and need:
These five things are important for all companies, but for small businesses it’s even more critical. As a business owner, their paycheck is the last to be written, so if they’re not making a profit, they’re not bringing home a paycheck. If the business is unsuccessful that means that their future is in jeopardy.
Much of the technology in the accounting world provides services that improve performance or give an overview. But the needs of small businesses require assistance that goes far beyond the capabilities of simple efficiency and snapshots.
Ultimately the accountant is the person that business owners trust to talk to about their money, and they really need your help to make smart business decisions. And ProfitSee is here to help you provide them the advice they need.