ProfitSee: Strengthening Businesses through Fiscal and Asset Management.


ProfitSee: Strengthening Businesses through Fiscal and Asset Management.An interview with Peter M. Vessenes, CEO and Founder of ProfitSee Inc


What is the name of your business and URL?

Our business is called ProfitSee Inc.


A brief synopsis of the website / application :

We have two applications: ProfitSee for Business Owners and ProfitSee Pro for CPAs, financial advisors, and Certified ProAdvisors.

  • ProfitSee: A financial software product that helps the business owner take control of the financial health of their business. ProfitSee allows the user to assess the historical and present data about their business, while pointing out future opportunities and warning signs.
  • ProfitSee Pro is a software solution for financial professionals managing multiple clients at one time. This product allows users to monitor all of their clients’ financial data from one place, while ranking them according to financial risk. With ProfitSee Pro, financial professionals can stay on top of key opportunities that will impact each of their clients’.

Why did you start this company?

It’s been an eclectic path to starting ProfitSee. My background is in math, computer science and economics. I have spent over two decades helping business owners understand their problems and work through them to create healthier companies, both with large multinational companies and small startups. Throughout my experience I learned that there are eight core disciplines that all business owners have to face:

    1. The Client Experience (Sales)
    2. Top Of Mind Awareness (Marketing)
    3. Operational Workflows; The Back Office
    4. Compliance and Regulatory Law
    5. Technology
    6. Human Resources & Organizational Development
    7. Fiscal and Asset Management of the Business
    8. Strategic and Functional Business Planning

Fiscal and Asset management tends to be the discipline that small businesses tend to struggle with most. This is a reality that many business owners realize, so many hire CPAs to assist them. However, managing accountancy is different than advising on how to strategically leverage assets and resources. This is where I gave my clients the most guidance. I organized each company’s financial data in a way that helped business owners identify opportunities and plan for growth. After years of doing this, it became clear that there had to be a more efficient and affordable way to offer these services to more businesses. That is why I founded ProfitSee. ProfitSee leverages real-time financial data from QuickBooks or other accounting software and presents it to business owners in a way that helps them to proactively manage their financials. A year or so after launching ProfitSee, I realized the software could also be incredibly valuable for financial professionals, CPAs and ProAdvisors looking to better manage their client data and to deliver fiscal and asset management services to new and existing clients. ProfitSee Pro was created for CPAs and business owners alike to use because it supports the data for multiple companies.

Was your company started on a shoestring budget or funded?

We received capital funding.

Why would a small business, entrepreneur, freelancer, etc use your product?

Our product helps the a small business owners and entrepreneurs take better control of their financials and make business decisions that are based on intelligence rather than instinct. In this economy, it is crucial for business owners to take advantage of opportunities and take action when something does not look right. With ProfitSee’s overview dashboard, entrepreneurs can view all of the financial data in one comprehensive view, manage user access and rest assured that their financial data is synced from their accounting software every 24 hours. In addition, ProfitSee offers intelligent “talking points” that alert the user about what needs their attention most. ProfitSee’s tools make managing a business much easier, including automatic Budgeting, the Sales Wizard, and General Ledger. “What If” Scenarios forecast the impact of potential business decisions. For example the user can assess the potential results that a new marketing campaign, extra sales person, or upcoming trade show presence could have on the company’s revenue.

ProfitSee: Strengthening Businesses through Fiscal and Asset Management

Peter M Vessenes

A short bio of your company:

ProfitSee is an all-in-one financial analysis and forecasting software from seasoned financial experts. ProfitSee helps business owners and financial advisors gain critical financial insights to manage cash flow and grow their business or the business of their clients.

Do you offer free online or offline tools?
For ProfitSee Pro, users can register for a free full one year trial with one company syncing license. For ProfitSee, we offer a free one month trial.

Are there different pricing levels?

In order for financial professionals to add more of their clients to ProfitSee Pro, users must purchase syncing licenses (which enables a company’s financial data to be synced from QuickBooks to ProfitSee Pro). Syncing licenses are $20 per company per month. Therefore, if you sign three companies onto Pro, the subscription cost is $60 per month. ProfitSee, our product that offers even deeper insight into a company’s financial data is $60 per month total- no syncing fees required. For more pricing info, visit this link.

Do you have a blog that keeps users updated?

We do have a blog that we update with company and industry news:

Facebook, twitter, LinkedIn or ? Provide exact URL of each




YouTube –


How long have you been in business?

ProfitSee started in 2010.

Number of current users?

We currently have over 800 users.

ProfitSee: Strengthening Businesses through Fiscal and Asset Management

How do you see your company in the next 2-5 years (more products or services?)

In the next 2-5 years we hope to be the benchmark of business analytic tools for the small to mid-sized market. We believe that ProfitSee can help small to midsized businesses strengthen their profitability, strategic planning and valuation.

How many employees do you currently have working with you and/or freelance contractors?

We have five employees and four contractors.

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