1. ProfitSee Overview
Accountants, like Steve, use ProfitSee to provide clients with proactive advisory services that help them manage and grow their businesses. It's easy to monitor all your clients' financial health on a daily basis, and create white-labeled financial management reports that help them understand their financials.
Budgeting, three-way cashflow forecasting, strategic planning, and more are made simple with ProfitSee. Strengthen client relationships, create efficiencies in your practice, and broaden your services while increasing profitability in your clients' companies, and your own!