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CGC MROZ Accountants and Advisors
Customer Success Story
CGC is a CPA firm that focuses on tax and accounting assistance for small businesses.
With so many clients throughout the firm, CGC has found it difficult to keep up with what is happening on a daily basis with every client.
In order to add more value to their services, CGC wants to be in the know with all clients.
Kelli implemented Path into her firm and determined that these features were crucial to solving the problem:
- Data Mash & Analysis
- Industry Comparison
These features made it easier for CGC to customize and organize information for each client and add more value to their services.
With easy to find information and the ability to customize KPI’s per client, Path allows you to be more of an advisor to your client
- Professional Accounting Services
- HVAC Contractors
- Real Estate Brokers
- Non-Profit Organizations
- General Business Contractors