Academy : ProfitSee

VIDEO: The 4 Numbers that Drive Your Business

Peter M. Vessenes, CEO of ProfitSee and Karen Reyburn, Founder of The Profitable Firm joined forces to discuss The 4 Numbers that Drive Your Business. What are the four numbers that you should be paying attention to in your small to mid-size business to create a better, more profitable business? ...

Jun 5, 2014 | Special Events & Webinars | Accounting | Business Strategy | Finance

VIDEO: Balance Sheet Projections and You

Fiscal management of a company has many challenges; perhaps the largest of them that business owners often times does not understand the difference between a Balance Sheet and a P&L Statement, let alone the more complex reconciliation and taxation pieces… That is why being able to visually display...

May 30, 2014 | Finance | Accounting

Beyond the Tax Return: Transition to Trusted Advisor

"Maintaining a hands-off approach can make client retention tough. In my practice, the biggest complaint we hear from prospective clients who are considering a new firm is that their current tax expert never talks to them..."

May 13, 2014 | Management | Business Strategy | Accounting | Finance

What Are You Worth, Anyway?

“What do you mean, ‘you won’t let me upsell the software’?” “I did not say ‘I won’t let you upsell the software’. I said ‘I would rather you did not upsell the software’.” Far too many times accountancy firms have...

Apr 15, 2014 | News | Finance | Accounting | Business Strategy

Balance Sheet Projections and You

“Why does my P&L statement say we are making money, but I can’t pay my bills?” “Why won’t the bank give me a loan after I gave them my Balance Sheet and Financial Statements?“ “What do you mean, we are...