The Changing Accountancy World

Small and mid-sized businesses are the backbone of the global economy, and their needs are ever growing. Across the world accountants and bookkeepers are shifting to provide additional services, beyond tax and audit, to help their business clients prosper.

Accountants and Bookkeepers are the Answer!

Fiscal Management

is more than just reading and understanding financial statements. Key performance indicators, analytic and risk management tools, and balance sheet forecasting all play critical roles in the stability and growth of companies.

Your business clients

trust you with this information, and more importantly, they trust your skills and insights to make sure their financial operations are flawless. Your skills and your relationship with them create an opportunity to provide additional services to your business clients. ProfitSee helps you take actionable financial insights from your clients’ data for you to work effectively with your clients.

Retainer-Based Services

A great way for you to work alongside your clients to help them prosper is through retainer-based services. Accountants and bookkeepers commonly offer many of these, for example: budgeting, forecasting, business valuation, reporting, business strategy development, and much more. ProfitSee helps you provide these high-level services, using real-time data, with ease!

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Build Efficiencies in Your Practice

ProfitSee will help you create greater efficiencies in your practice and the services you offer your business clients. Get rid of complex spreadsheets and the hours it takes to generate financial reports and insights. ProfitSee uses real-time data, white-labeling, and powerful financial tools to help you gain insights into your clients’ financials. Budgeting, reporting, forecasting, and more can be done in a snap!

Learn how to build efficiencies »

More Than Just Reporting

KPIs, Scenarios, Smart Budgeting, Dashboards, Balance Sheet Projections, and more give you powerful, financial instant insights that go far beyond basic financial reporting.

Learn about tools that go beyond financial reporting »

ProfitSee Academy

We’d call it a "blog", but it’s so much more than that. It’s your one-stop shop for news, education, updates and more in the accounting and business finance world.