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Proseer | Advisory Services, Bookkeeping, Fractional CFO Services

Proseer

FOUNDING YEAR
2019
NUMBER OF EMPLOYEES
6 - 20 employees
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Proseer
We believe in empowering entrepreneurs with real-time, actionable insights and financial infrastructure through smarter accounting, tax, and finance. We thrive in advising on unique financial and organizational processes, and complex scenarios, with a strategic approach to building a better, stronger financial foundation.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Services Offered

Client Type

Clients who would be a good fit

Venture backed startups, Institutional Real Estate Owner/Operators, Professional Service Firms and High Net Worth Individuals (Fractional Family Office)

Clients who wouldNOTbe a good fit

Companies only looking for a bookkeeper or who do not value a strong relationship with their accounting team.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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