Simplify & Automate Accounting with PathQuest® SCALE

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Recently updated on August 23rd, 2023 at 06:16 am

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.

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