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Path: Getting Started With Dashboards for Your Advisory Clients
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.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pat2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
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By CPE Today
4.2
55 ratings
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.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pat2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.