Simplify & Automate Accounting with PathQuest® SCALE

Most accounting firms face challenges with staffing bandwidth, heavy workloads and minimal automation, which is restricting the firm’s ability to grow and evolve from bookkeeping into an advisory firm. PathQuest® SCALE – Outsourced Automated Accounting Solution, is specifically designed to overcome these challenges and allows firms to grow their business, without adding internal headcount, while automation gets you accounting workflow, accurate real-time financial insights on business performance. This solution ultimately delivers better levels of service to your customers with on-time financial reporting, insightful customized dashboards and streamlined accounting workflow

Who should watch this webinar?

Accountants (CPAs & Bookkeepers)

Webinar Agenda

• Industry Analysis & Statistics
• Common Challenges faced by Accounting Firms
• Introduction to PathQuest® SCALE
• Team Approach
• Automation
• Accounting Workflow Demo
• Demo

Key Takeaways

• How to overcome lack of skilled staff and bandwidth issues
• Simplify, streamline and evolve your accounting practice
• Identify business improvement opportunities for your customers with business intelligence and reporting automation
• Real-time insights to speed-up decision making
• Leverage Best in Class accounting workflow
• Build value added advisory capabilities and new revenue streams
• Grow top line revenue with improved bottom-line results

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.