TRUSTED BUSINESS ADVISORS
Today’s small-business owner expects a lot from their advisors. Believe it or not, they expect you to be the expert in the relationship.
That means taking a leadership role, as the expert and delivering solutions and ideas your clients can use.
Path currently integrates with QuickBooks® Online (Xero and Sage coming soon). Path will read the information in your QuickBooks® Online account so you can create custom calculations and receive financial analysis.