Academy : ProfitSee

Mar 17, 2015 | Special Events & Webinars

ProfitSee will be at Xerocon Denver!

We are excited to announce that our team will be at Xerocon Denver, so be sure to stop by and ask about our white labeled mobile app for your clients!

Feb 26, 2015 | Special Events & Webinars | Accounting | Management | Business Strategy

Building Your Practice During Tax Season - Part 2

Tax season is the busiest time of year for accountants and advisors. For many, this is the only time you will actually see your clients. Your clients already trust you with their financial information, so this is the perfect time to offer more help to your business clients. In this session you will learn the next steps towards building your practice during tax season...

Jan 15, 2015 | Special Events & Webinars | Management | Business Strategy | Accounting

Building Your Practice During Tax Season

Tax season is the busiest time of year for accountants and advisors. For many, this is the only time you will actually see your clients. Your clients already trust you with their financial information, so this is the perfect time to offer more help to your business clients. In this session with Peter M. Vessenes you will learn the first steps towards building your practice during tax season...

Dec 11, 2014 | Marketing | Special Events & Webinars

Cash is King, but Marketing is Everything: Part Four

As an accountant or CPA you are an expert at what you do, but how do you get your clients to see your larger value? Are there ways to generate new clients to these services? Marketing shapes your practice. Done right, it will help you increase client retention and growth by attracting new clients. In this final part of the series you will learn how Pricing, Sales Strategies, Promotion, Merchandising, and Event Management all contribute to the appeal of your practice and set your self apart from the competition.

Nov 12, 2014 | Special Events & Webinars | Marketing

Cash is King, but Marketing is Everything: Part 3

Setting yourself apart from the competition is not a small task. But it is a hugely important part of creating and maintaining a client base. As an accountant or CPA you are an expert at what you do, but how do you get your clients and potential new clients to see your true value? How do you market yourself to stand apart?