Elevate Your Practice, Empower Your Success
Gain a Trusted Finance Partner to Help you Achieve Your Goals
Grow your practice with Proseer’s tailored outsourced accounting, fractional CFO, and tax services.
Fractional CFO
Access experienced financial leadership at a fraction of the cost of a full time hire
Managed Accounting
Let us handle the accounting and back office tasks, so you can focus on executing on your strategy.
Accounting System Implementation
Set up your practice with a scalable accounting infrastructure.
Tax Advisory & Compliance
Let our experienced team help you stay on top of your tax obligations with ease.
Our fractional CFO services are designed to provide the strategic guidance and support your practice needs to thrive.
- Building budgets tailored to your practice’s growth objectives and long-term strategies
- Identifying key opportunities and risks, and providing actionable recommendations to optimize financial performance
- Communicating financial insights and recommendations clearly and effectively to financial and non-financial audiences
- Monitoring and optimizing cash flow to ensure the financial health and stability of your practice.
Let us handle the accounting and back office, so you can focus on executing on your strategy
- Drafting invoices to support timely collections
- Providing accrual-basis reporting to help the leadership team understand the health of the business through matching of income and expenses.
- Streamline your accounting processes and eliminate the need for in-house accounting staff, reducing overhead costs.
- Reconciling accounts and preparing financial statements.
- Managing employee expenses, accounts payable and receivables.
Set up your practice with a scalable accounting infrastructure
- Assessing and implementing the right accounting software for your practice
- Develop a customized chart of accounts that aligns with your practice’s structure, services, and reporting requirements
- Setting up dashboards and reports to monitor key metrics.
- Integrating your accounting system with other tools like payroll, expense management, and CRM software.
- Documenting accounting policies and procedures.
- Training your team on using the accounting system effectively.
Let our proactive experienced team help you stay on top of your tax obligations with ease.
- Federal, state, and local income tax return preparation.
- Quarterly meetings to project estimated payments and identify potential savings
- Tax planning and structuring advice, especially around equity compensation.
- Representation in case of any tax notices or audits.
- Proactive guidance to help you minimize your tax liability.
What Our Clients Say
Hear from practices that have scaled successfully with Proseer.
“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, Founding Partner of Sanchez Fischer Levine, LLP
