PathQuest BI Empowers Accounting Firms To Build Powerful Advisory Capabilities

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Recently updated on August 23rd, 2023 at 06:11 am

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

  • How to build value added advisory capabilities
  • Design dynamic dashboards to improve financial visibility
  • Real-time insights to speed-up decision making
  • Business improvement opportunities
  • Generate new revenue stream with powerful advisory

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.

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Reach out to us at +1 (743) 223-2073