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Journey from Traditional Accounting to Advisory with Business Intelligence

August 3, 2021 10:00 am CST

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.

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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