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Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Services Offered
Proseer's Tech Stack
About 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.
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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Grace CPA Services
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"Great experience. She was fast. Not pushy even though I moved a bit slow and always helpful. I will definitely be working with Stephanie again."
ECOM CPA
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"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
CPA on Fire - Concierge Tax Strategy & Advisory
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"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
