Visual analysis and forecasting software provider ProfitSee on Monday released ProfitSee Pro, a program designed to give financial advisors and CPAs real-time oversight of clients’ key business metrics.
ProfitSee Pro offers a single view of a CPA’s client portfolio, including visual performance indicators on clients requiring immediate attention, and the ability to download these financial reports into PowerPoint presentations. The latest version of the ProfitSee software also integrates with QuickBooks and includes a tool that allows CPAs and financial advisors to monitor and proactively counsel clients.
“ProfitSee Pro is a game changer for CPAs and financial advisors to small business and a real value-add for business owners,” said ProfitSee founder and chief executive Peter M. Vessenes. “The ability to spot trouble before it gets out of hand, or an opportunity before it passes, puts financial advisors in a proactive position and dramatically enhances the value they bring to clients.
ProfitSee provides free access for 12 months to ProfitSee Pro and free syncing of a CPA’s first client. The new product is available at www.myprofitsee.com and from the Intuit App Center.
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