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Free cpe webinars
PathQuest® Scale to Simplify, Automate and Grow Your Accounting Practice


This topic is intended for medium and large CPA firms
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Most accounting firms face challenges on staff bandwidth and automation which restrict a firm’s ability to grow and evolve from bookkeeping into an advisory firm. PathQuest® SCALE – Automated Accounting Solution, is specifically designed to overcome these challenges and allows firms to grow their business, without adding internal headcount, while automation gets accurate real-time financial insights on business performance. This solution ultimately delivers better levels of service to your customers with on-time financial reporting and insightful customized dashboards.

Learning Objectives:

  • Determine how to overcome skilled staff and bandwidth issues

  • Recognize how to simplify, streamline, and evolve your accounting practice

  • Identify business improvement opportunities for your customers with reporting automation

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John Bugh

PathQuest BI
Chief Revenue Officer
(214) 435-1092

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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.

PathQuest BI
Technical Product Specialist

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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.

About Our Presenter

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PathQuest® BI is a financial business intelligence software that helps analyze and visualize large, complex data sets in a simplified manner. It can instantly build compelling visual stories that help to discover unique insights around financial efficiency, operational KPIs, and business sustainability.