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3 Reasons your firm needs Outsourced Accounting Automation

March 15, 2022 10:00 am CST

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.

David Espino Jr.

Technical Product Specialist

David has a decade of experience working in the software and technology space in industries such as cybersecurity, hospitality, and telecommunications. These fast-paced environments honed David’s skills as he has continued to bolster his ability to learn, adapt to new problems, and find solutions in record time. His continued responsibility for teams virtually and in-office has developed his current process and how he gets things done for his clients, ranging from implementation, training, and assistance for needs in the future.

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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