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 Path: Getting Started With Dashboards for Your Advisory Clients

Earn 1 CPE Credit!

Price $19
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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).

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



Overview

In our first session with PATH, Randy Johnston and Robert Chandler, CEO of PATH, discussed the importance of moving your firm to an advisory-first focus. In today's session, Steve Yoss will be going into depth on how to use PATH to help you achieve your new advisory-first goals. We will discuss how to connect PATH into QuickBooks online, create dashboards, learn how to manage your workflows, and more. Join us to learn about how to best use PATH to more efficiently run your organization and how to use PATH insights to advisor clients.

  • Set up PATH to a QuickBooks Online Account.
  • Design a Client Dashboard.
  • Create a Dashboard Template
  • Plan Workflows inside your Organization.
  • None
  • None
  • Basic
  • 103648