In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to Co-Founder & COO of Proseer, Jeff Rudner. Jeff Rudner is the co-founder and CEO of Procedure, a modern accounting firm that is redefining how small and medium-sized businesses operate. Proseer's unique approach combines people, processes, and technology to help companies to scale and work more efficiently. One of the standout aspects of Proseer is its productized pricing. This upfront approach eliminates the element of surprise, allowing clients to access support and advice without the fear of hourly billing. Jeff emphasized that this approach alleviates friction between clients and the accounting firm, fostering a more open and interactive relationship. Traditionally, businesses often view accounting as a cost center, with the accounting team seen as a last resort for information and advice. Jeff discussed the importance of taking action and having open conversations about the reality of a business. Proseer's approach creates a safe space for clients to discuss their uncertainties and doubts, which can lead to significant improvements and success. Jeff shared that Proseer has helped many businesses turn around and scale by combining the right team, efficient processes, and best-in-class technology.

Key Points from the Episode:

• Proseer’s focus on helping businesses operate efficiently and scale through people, process, and technology
• The unique aspects of Proseer, such as productized pricing and upfront approach
• The value of having a proactive and knowledgeable accounting team
• The importance of asking the right questions to gain insights into business performance and make informed decisions
• Trends in raising capital and the need for businesses to have a strong understanding of their financials and opportunities
• Proseer's aim to rewrite the script on how small and medium-sized businesses can operate
• The benefits of Proseer's upfront pricing and how it eliminates surprises and allows for easy access to support and advice
• The importance of taking action and having conversations about the reality of a business
• Proseer's approach of creating a safe space for clients to talk about uncertainties and doubts

About Jeff Rudner:

Jeff Rudner is a seasoned accounting and finance expert renowned for his strategic insights and financial acumen. After graduating from the University of Florida, Jeff embarked on a successful career in Audit at a Big 4 Accounting Firm, honing skills crucial for identifying operational enhancements, constructing forecast models, and facilitating M&A transactions. Transitioning into the role of CFO at a rapidly expanding startup, he applied his expertise to establish internal financial processes and support a nationwide expansion. Jeff's passion for empowering businesses led him to co-found Proseer, a consultancy specializing in tailored accounting, finance, and tax solutions for businesses of all scales. With Proseer, Jeff shares his extensive knowledge, aiding clients in making informed decisions that enhance their financial strategies and boost their bottom line. His engaging consulting style has made him a sought-after advisor, inspiring companies to optimize their financial structures and achieve sustainable growth.

About Proseer:

Proseer is a dynamic consultancy that empowers entrepreneurs and businesses with cutting-edge financial solutions. Specializing in more innovative accounting, tax, and finance services, Proseer provides real-time, actionable insights and robust financial infrastructure to its clients. Catering to a diverse clientele, Proseer serves venture-funded startups, first-generation entrepreneurs, high-net-worth individuals, and family offices. The company's expertise lies in delivering comprehensive support, ensuring businesses of all scales receive tailored and top-notch accounting, tax, and finance assistance. With a focus on real-time data and actionable strategies, Proseer enables its clients to make informed decisions, optimize their financial processes, and drive sustainable growth. Through their innovative approach, Proseer empowers entrepreneurs to navigate the complex financial landscape, enabling them to thrive and achieve their business goals.

Tweetable Moments:

04:23 - "The first question I think every business owner should ask their accountant is how do you think our business is performing.” 4:30 - “By getting this information from a very knowledgeable source, you're going to learn a lot about your business and you're going to be able to make the best decisions going forward."

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Links Mentioned in this Episode:

Want to learn more? Check out Proseer at https://proseer.co/ Check out Proseer on Instagram at https://www.instagram.com/proseerhq/ Check out Proseer on TikTok at https://www.tiktok.com/@proseer_accounting Check out Proseer on LinkedIn at https://www.linkedin.com/company/proseer/ Check out Jeff Rudner on LinkedIn at https://www.linkedin.com/in/jeffreyrudner/ Check out Mario Simonyan on Facebook at https://www.facebook.com/mario.simonyan Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!

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