Switch to your Business Owner View

You can easily switch to the business owner view directly from your login. To do so, simply click on the “Switch to Clients View” button in the right-hand corner. After selecting the client, you can open a client view in a new tab.

Using the Business Owner features

Business owners can gain instant insight into their finances by logging into their unique ProfitSee MBA account (https://my-financials.com).

One thing the business owner can see is how much revenue he has to make in order to pay himself a certain amount. He can easily adjust this amount by clicking on “Edit” to change the setting.

The business owner can also set their own individual goals, and receive automatic alerts. The goals run every day on a real-time basis, and the outcome is reported in the notifications.