Recently updated on September 6th, 2023 at 07:19 am
PathQuest Scale is the answer to the most common challenges accounting firms face every day. It provides the power of PathQuest BI, our accounting business intelligence software, automated real-time accounting and reporting, and a dedicated accounting team to handle the day-to-day tasks. Using PathQuest Scale, you can add accounting advisory services to the services that your accounting firm already offers, provide vital assistance to your clients, and create value beyond the traditional bookkeeping and accounting services. But just how do you get started? In this article, we’ll show you how.
Book a Discovery Meeting
The first step is to go on a fact-finding mission to determine just what type of services you need and will benefit your clients. In this discovery meeting, we will:
- Discuss your business’s goals, problems, competition, clients, and growth plans.
- Look at what type of needs, goals, and problems your clients have.
- Examine your current accounting practice and its challenges.
- Explore the automation you use in your practice and the challenges you have there.
- Introduce you to PathQuest at a high level.
This will help both us, and you determine where PathQuest fits in your business. Once we know that, it’s time to meet with the decision-makers.
Plan a Secondary Meeting With Decision-Makers
In this secondary meeting, it is time to dig deeper into the benefits and features that our accounting business intelligence software and automated real-time accounting solution have to offer. We will introduce decision-makers in your firm to the PathQuest ecosystem and show them how our automated accounting solution, along with PathQuest’s accounting business intelligence software, can help you overcome roadblocks, achieve your goals, and add accounting advisory services. This won’t just be a description of PathQuest. We will include live demos of our products, so you can see what you will get by seeing them in action, including:
- Customizable accounting dashboards.
- Consolidated financial performance analytics.
- Automated accounting and reporting.
- Data visualization.
- Smart KPIs.
- Workflow automation for accounts payable, accounts receivable, and payroll.
- Seamless integration with accounting software like QuickBooks Online, QuickBooks Desktop, Sage Intacct, or Xero.
In this meeting, we will also work on a tentative execution plan and exchange inputs on the draft to be sure we are providing you with services that fit the need of your firm.
Draft a Business Engagement Letter
Using the information we gather from these first two meetings, we will draft an engagement plan and prepare a contract. From your input, we select the PathQuest services and products you will use, define the final scope, and determine the teams from both sides that will work on the project. Once we are clear on all the details, we can sign the contracts and kick off the engagement.
Kick Off the Engagement
Once the scope of the engagement has been worked out, it will be time to kick it off. This starts with a kickoff meeting where the project manager, customer success team, implementation team, and operation team will be introduced to each other. Here, we will also discuss the scope of the project and walk through the final execution plan.
Once everyone knows everyone else and how PathQuest Scale will be integrated with the rest of your systems, we will work together to set up the project management and engagement infrastructure, including:
- Document sharing
- Credentials sharing
- Communication channels
- Escalation matrix and channel
- Product support
- Quality check and feedback mechanism
- Project deliverables and timeline
To make sure that everyone is prepared for the changes, we will also design knowledge transfer and product training sessions.
At PathQuest, our goal is to deliver smooth, value-added, and satisfactory services which you can pass on to the clients of your accounting advisory services. Together, we will evolve your accounting practice with PathQuest Scale, our automated accounting solution. Ready to get started with PathQuest Scale? Let us assist you