Watch CoursePause
Video Player is loading.
Current Time 0:00
Duration -:-
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
PATH: Paving The Way For A Client Advisory Services Focused Firm

Earn 1 CPE Credit!

Price $0
OR

All of our materials/exams are NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Exam purchase includes

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Instructor discussion forum



Overview

All the data in the world means nothing if you cannot analyze it to make critical business decisions for your clients and yourself. PATH is a reporting and workflow management add-on for QuickBooks Online. It allows you to create custom KPIs, track critical metrics, and use calculations to make data meaningful. It does more than just act as a dashboard for your client's data. It also allows you to manage your assignments and delegate work to employees. PATH stores files and other necessary information for you to be efficient in completing tasks. It has built-in collaboration tools so your team can communicate with each other and clients quickly. PATH has been used to track bonus programs for employees and more. In this session, we will discuss some of our favorite features with the CEO of PATH, Robert Chandler. Robert is passionate about helping accounting firms become advisory-first focused. Randy and Robert will discuss some of the key steps of transitioning to an advisory focus and how PATH can help you do it.

  • Describe what advisory services are in the accounting world
  • Assess why advisory services are important to the future of accounting
  • Discuss what information needs to be gathered to start advising your clients
  • Discuss where PATH by Simplex fits into your business
  • None
  • None
  • Basic
  • 103648