Journey from Traditional Accounting to Advisory with Business Intelligence

Do you know what role Business Intelligence software plays in delivering top line revenue for accounting firms? PathQuest® BI is designed & developed to empower accounting firms to effectively analyze data, monitor trends, recognize opportunities & improve business performance.

Who should watch this webinar?

Accountants (CPAs & Bookkeepers)

Webinar Agenda

• What is Business Intelligence
• Introduction to PathQuest® BI
• Journey of an Accountant to Advisor
• Product walkthrough

Key Takeaways

• Expedite your decision-making process with real business insights-
• Learn how to aggregate all the accounting software in “One” console view-
• Create and share “Custom” Dashboards-
• Analyze the variances and provide detailed insights to your clients-
• Get a score card to measure your business performance –

About your presenter

John Bugh

Chief Revenue Officer

A seasoned professional with over 36 years of experience in executive sales, marketing, and operational leadership, John has worked to build high-performing teams that have a demonstrated track record of accelerating growth, increasing revenue, establishing sustainability, and improving profitability. He has held leadership roles across a variety of software and technology organizations in fast-paced and rapidly changing markets. He has over 20 years of experience in the Tax and Accounting industry.

Watch Now to learn how PathQuest® BI can accelerate your journey to an advisory firm or Contact Us for more info.