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CGC MROZ Accountants and Advisors
Customer Success Story

Company Overview

Kelli Cox is a California licensed CPA with a certificate in Exit Planning and is the CEO of CGC-Mroz Accountants and Advisors. 

CGC is a CPA firm that focuses on tax and accounting assistance for small businesses. 

The problem

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 Cox

"Path is going to change the way we work with advisory clients in our CPA firm. The software, combined with the simple step by step advisory map provided by Path, will help us guide our clients in a measurable, goal-oriented process. We are excited to be on this Path!"

the solution

Kelli implemented Path into her firm and determined that these features were crucial to solving the problem:

  • Bookmarks
  • Data Mash & Analysis
  • Industry Comparison

the result

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

industries served

  • Professional Accounting Services
  • Lawyers
  • Chiropractors
  • HVAC Contractors
  • Doctors
  • Real Estate Brokers
  • Non-Profit Organizations
  • General Business Contractors

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