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Ep 27. Fiscal Management of Discreet Manufacturing [podcast]

Oct 8, 2019

To better understand the businesses you advise, you must first know the specific challenges affecting them. There are 7 basic sectors of business that each come with their own...

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Ep 26. 8 Disciplines of Every Business, Part 2 [podcast]

Sep 17, 2019

As accounting professionals' jobs get commoditized and automated with technology, there has been a big shift into advisory services. We all want our business and the businesses...

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Q&A With ProfitSee's Global Team and XU Magazine

Sep 1, 2019

Since 2009, ProfitSee has been helping accountants and bookkeepers have better conversations with their clients, move towards being future-focused, and streamline the work that...

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Accountex Boston, the event you shouldn't miss!

Aug 22, 2019

Accountex Boston is an incredible event designed to inspire accountants, bookkeepers, and financial professionals. With the opportunity to listen to industry leaders share...

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Ep 25. 8 Disciplines of Every Business, Part 1 [podcast]

Aug 6, 2019

No matter what types of businesses you work with, there are 8 disciplines that affect every business. In this episode will focus on the 2 most important of the 8 disciplines:...

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New Feature Alert: Sync Indicator Report

Jul 24, 2019

We’ve just released a new feature, the Sync Indicator Report, that makes frustrating sync problems easier to manage and faster to solve. The reality of the digital age is that...

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The Founder Interview Series: Peter M. Vessenes, ProfitSee

Jul 22, 2019

Business owners and entrepreneurs face a long list of challenges in creating and sustaining a successful company.  These include growing revenue, marketing and market...

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Ep 24. Actionable Steps to Advisory [podcast]

Jul 9, 2019

This episode was inspired by some of the things we heard while at Xerocon San Diego in June 2019. A huge topic of the conference was advisory, and Blake Oliver and David Leary...

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Ep 23. Finding Your Path to Your Full Potential [podcast]

Jun 11, 2019

Welcome to another episode of Building Your Multi-Million Dollar Practice. This episode is coming to you from São Paulo, Brazil where we are working with our partners at Omie,...

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The new definition of CFO: Creating Future Opportunities

Jun 10, 2019

The term “CFO level services” is frequently thrown around but it is often left as a vague idea. At the deepest level, CFO level services are meant to help Create Future...

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