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Finance

EXPERT GUIDANCE TO HELP YOU GROW AND BUILD EFFICENCY

Whether your business is just emerging or you’re eager to scale up, critical decisions about its structure, systems, and partners will influence your overall growth. Proseer’s finance services allow you to pursue your goals with data-driven, scalable, and creative solutions.

WHAT’S INCLUDED IN OUR FINANCE SERVICES?

Major business decisions can be daunting. We’ll guide you through financial, operational, and strategic aspects of each development initiative, including financial forecasts, capital raise, and process optimization. We also help you identify your Key Performance Indicators (KPIs), refine your budget, and leverage your data to make the best decisions for your continual growth.

  • Free initial consultation
  • Upfront pricing
  • Support when you need it most

We support you through your entire capital raise process from building detailed financial models to provide to prospective investors to helping you craft and tell your financial story  

We help you plan for the future through the creation of a financial model. Define inputs and expectations and put strategies in place to improve your probability of success. 

We help you build, maintain, and track your performance against an operating budget to help you make the right decisions quickly 

We become a member of your leadership team to provide the insights, analysis, and recommendations you need to achieve your goals 

We can introduce you to our network of bankers, attorneys and other service providers to get you the ongoing professional support you need to build your business 

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CONTACT US

We can't say enough good things about the Proseer team. They continually go above and beyond and have operated as a true extension of our organization from the very beginning of our relationship. We simply couldn't do what we do without their expertise and they continue to be an invaluable resource to us as we scale up.

Jake Rothstein, Founder & CEO

UpsideHōM

We highly recommend Proseer. They provide an out of the box finance, accounting, and tax solution which gives us the information and insight we use to grow our business.

David Levine, Partner

Sanchez Fisher Levine LLP

Having been in a highly service oriented business for my whole career, my expectations have been high. As my primary accountant now for over 5 years, they have always been responsive to any needs or concerns I might have had.

Terry, Private Client

I am very organized in my professional life, but my personal life usually takes a back seat to work, making tax time stressful. Before getting started, Larry took time to learn about our families financial history so he could organize a list for us of what we'd need to provide him. He then helped us track down all of the appropriate documents in an organized way using a secure and easy to navigate portal, which made the process easy. After he completed the tax return, he took time to thoroughly answer all our questions and to explain the logic behind how it was calculated so we felt comfortable before it was filed. I highly recommend working with Larry on your personal taxes. He's extremely knowledgeable, professional and easy to work with.

Jason, Private Client

Unflappable manner, 24/7 availability, immediate response and steady, positive, solution oriented attitude are perfect for the type of work and service they provide. Their impressive use and familiarity with technology solutions and capabilities is a real plus as well.

Paul, Private Client

Larry is an integral part of our family's financial team and is our go-to person for any questions relating to the best strategy for structuring and saving our money efficiently. His knowledge, dedication, and support give us the confidence to execute on our financial and tax plans, whether it be for our business or for our personal finances.

Jordan & Jessica Fishfield, Entreprenuer and Big Law Litigator

take your business to
the next level

With expert strategic guidance and more accurate revenue projections and KPI analyses, you can invest, hire, raise capital and borrow with greater confidence to support your business’s development.

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Ready to Streamline and Scale Your Business? We'll Show You How.

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