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Building Your Multi-Million Dollar Practice

ProfitSee, Inc.

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Building Your Multi-Million Dollar Practice

Building Your Multi-Million Dollar Practice

ProfitSee, Inc.

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Followers
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About Us

Learn business tips and insights from the ProfitSee Team. With decades of experience in corporate turnarounds, acquisitions, M&A, and helping small and mid-sized businesses improve profitability, our goal is to package our knowledge and expertise to help accountants and bookkeepers on their advisory journey. ProfitSee is more than just a software: we are a team of passionate people eager to help the accountancy world take on new challenges, grow with their clients, and truly change the global economy - one small business at a time.

Latest Episodes

33. Fiscal Management of the Banking and Financial Services Sector

We are reaching the end of our series about fiscal management for the 7 major business sectors, with the banking and financial service sector being our last public sector. In this episode of "Building Your Multi Million Dollar Practice," Peter M. Vessenes will discuss how banking and financial services get their own division and why the financial services sector represents safety for consumers.

29 MINAPR 14
Comments
33. Fiscal Management of the Banking and Financial Services Sector

32. Fiscal Management of the Service Sector

Today, we are continuing our discussion of the different sectors of business, and covering services, something that accountants and advisors hold near to their heart. The service sector can be broken into either value-added service or goods/products as a service. In this podcast, we will tackle some of the common hurdles many entrepreneurs and their advisors have when building and creating succession planning for service-based businesses.

19 MINMAR 10
Comments
32. Fiscal Management of the Service Sector

31. Fiscal Management of the Energy Sector

This episode of "Building Your Multi Million Dollar Practice" we will cover the energy sector. Energy is a massive industry, it's one of the largest sectors due to its influence on the whole global economy. Listen to this episode to learn the 3 most important challenges energy companies must overcome in order to grow.

14 MINFEB 10
Comments
31. Fiscal Management of the Energy Sector

30. Fiscal Management for the Technology Sector

In the past few episodes of "Building Your Multi Million Dollar Practice" we've been breaking down the different sectors of businesses and what accountants and advisors need to know to help them grow. Today, we are discussing the technology sector. Technology has become such a crucial essential in every day life, and it's not a sector we want to overlook. The first step in advising for cashflow forecasting and fiscal management needs is to differentiate the types of technology.

28 MINJAN 14
Comments
30. Fiscal Management for the Technology Sector

29. Fiscal Management of Agriculture

In today's episode, we are discussing the agriculture sector. No matter what type of farm you advise, predicting cashflow is always your biggest challenge as agriculture is a risky business when it comes to forecasting.

11 MIN2019 DEC 10
Comments
29. Fiscal Management of Agriculture

28. Fiscal Management of Process Manufacturing

There are 7 basic private sectors of business that each come with their own set of advantages and disadvantages when it comes to fiscal management and cashflow forecasting. Our last episode started breaking down the 7 basic private sectors by covering discreet manufacturing. In today's episode of "Building Your Multi-Million Dollar Practice," we will be covering process manufacturing. This sector is made up of companies that create products from raw materials.

20 MIN2019 NOV 12
Comments
28. Fiscal Management of Process Manufacturing

27. Fiscal Management of Discreet Manufacturing

To better understand the businesses you advise, you must first know the specific challenges affecting them. There are 7 basic sectors of business that each come with their own set of advantages and disadvantages when it comes to fiscal management and cashflow forecasting. In today's episode of "Building Your Multi-Million Dollar Practice," we will be covering discreet manufacturing.

24 MIN2019 OCT 8
Comments
27. Fiscal Management of Discreet Manufacturing

26. 8 Disciplines of Every Business, Part 2

We all want our business and the businesses we advise to thrive and be able to overcome hurdles, but how do we plan for all of the roadblocks and inefficiencies that can happen? In our last episode we covered fiscal management and the client experience. This week we will tackle the 6 other disciplines that business owners and their advisors must be attentive to in order to be successful.

36 MIN2019 SEP 17
Comments
26. 8 Disciplines of Every Business, Part 2

25. 8 Disciplines for Every Business, Part 1

Peter Vessenes, CEO and Founder of ProfitSee, joins us to discuss how you can help your business clients through cashflow and fiscal management services. No matter which sector you service as an accountant, there are 8 disciplines that ring true for every business. Today we will dig into the 2 most important of the 8 disciplines, fiscal management and client experience.

17 MIN2019 AUG 6
Comments
25. 8 Disciplines for Every Business, Part 1

24. Actionable Steps to Advisory with Brooke Roberts and James Tobin

This episode was inspired by some of the things we heard while at Xerocon San Diego in June 2019. A major topic of the conference was advisory, and while it has become increasing popular to talk about this opportunity, there aren’t many resources dedicated to putting a plan into action to take it on. So Brooke Roberts and James Tobin sat down to talk about what advisory means, six specific cash flow drivers accountants can monitor to kick-start their services, and some examples of what this looks like in an actual business-accountant relationship. If you have questions please contact us at support@myprofitsee.com or learn more at www.myprofitsee.com

15 MIN2019 JUL 9
Comments
24. Actionable Steps to Advisory with Brooke Roberts and James Tobin

Latest Episodes

33. Fiscal Management of the Banking and Financial Services Sector

We are reaching the end of our series about fiscal management for the 7 major business sectors, with the banking and financial service sector being our last public sector. In this episode of "Building Your Multi Million Dollar Practice," Peter M. Vessenes will discuss how banking and financial services get their own division and why the financial services sector represents safety for consumers.

29 MINAPR 14
Comments
33. Fiscal Management of the Banking and Financial Services Sector

32. Fiscal Management of the Service Sector

Today, we are continuing our discussion of the different sectors of business, and covering services, something that accountants and advisors hold near to their heart. The service sector can be broken into either value-added service or goods/products as a service. In this podcast, we will tackle some of the common hurdles many entrepreneurs and their advisors have when building and creating succession planning for service-based businesses.

19 MINMAR 10
Comments
32. Fiscal Management of the Service Sector

31. Fiscal Management of the Energy Sector

This episode of "Building Your Multi Million Dollar Practice" we will cover the energy sector. Energy is a massive industry, it's one of the largest sectors due to its influence on the whole global economy. Listen to this episode to learn the 3 most important challenges energy companies must overcome in order to grow.

14 MINFEB 10
Comments
31. Fiscal Management of the Energy Sector

30. Fiscal Management for the Technology Sector

In the past few episodes of "Building Your Multi Million Dollar Practice" we've been breaking down the different sectors of businesses and what accountants and advisors need to know to help them grow. Today, we are discussing the technology sector. Technology has become such a crucial essential in every day life, and it's not a sector we want to overlook. The first step in advising for cashflow forecasting and fiscal management needs is to differentiate the types of technology.

28 MINJAN 14
Comments
30. Fiscal Management for the Technology Sector

29. Fiscal Management of Agriculture

In today's episode, we are discussing the agriculture sector. No matter what type of farm you advise, predicting cashflow is always your biggest challenge as agriculture is a risky business when it comes to forecasting.

11 MIN2019 DEC 10
Comments
29. Fiscal Management of Agriculture

28. Fiscal Management of Process Manufacturing

There are 7 basic private sectors of business that each come with their own set of advantages and disadvantages when it comes to fiscal management and cashflow forecasting. Our last episode started breaking down the 7 basic private sectors by covering discreet manufacturing. In today's episode of "Building Your Multi-Million Dollar Practice," we will be covering process manufacturing. This sector is made up of companies that create products from raw materials.

20 MIN2019 NOV 12
Comments
28. Fiscal Management of Process Manufacturing

27. Fiscal Management of Discreet Manufacturing

To better understand the businesses you advise, you must first know the specific challenges affecting them. There are 7 basic sectors of business that each come with their own set of advantages and disadvantages when it comes to fiscal management and cashflow forecasting. In today's episode of "Building Your Multi-Million Dollar Practice," we will be covering discreet manufacturing.

24 MIN2019 OCT 8
Comments
27. Fiscal Management of Discreet Manufacturing

26. 8 Disciplines of Every Business, Part 2

We all want our business and the businesses we advise to thrive and be able to overcome hurdles, but how do we plan for all of the roadblocks and inefficiencies that can happen? In our last episode we covered fiscal management and the client experience. This week we will tackle the 6 other disciplines that business owners and their advisors must be attentive to in order to be successful.

36 MIN2019 SEP 17
Comments
26. 8 Disciplines of Every Business, Part 2

25. 8 Disciplines for Every Business, Part 1

Peter Vessenes, CEO and Founder of ProfitSee, joins us to discuss how you can help your business clients through cashflow and fiscal management services. No matter which sector you service as an accountant, there are 8 disciplines that ring true for every business. Today we will dig into the 2 most important of the 8 disciplines, fiscal management and client experience.

17 MIN2019 AUG 6
Comments
25. 8 Disciplines for Every Business, Part 1

24. Actionable Steps to Advisory with Brooke Roberts and James Tobin

This episode was inspired by some of the things we heard while at Xerocon San Diego in June 2019. A major topic of the conference was advisory, and while it has become increasing popular to talk about this opportunity, there aren’t many resources dedicated to putting a plan into action to take it on. So Brooke Roberts and James Tobin sat down to talk about what advisory means, six specific cash flow drivers accountants can monitor to kick-start their services, and some examples of what this looks like in an actual business-accountant relationship. If you have questions please contact us at support@myprofitsee.com or learn more at www.myprofitsee.com

15 MIN2019 JUL 9
Comments
24. Actionable Steps to Advisory with Brooke Roberts and James Tobin
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