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The Bottom Line
Customer Success Story

Company Overview

Nancy D’Amato is the President of The Bottom Line and has almost 40 years of experience as a full-charge bookkeeper.

The Bottom Line is an old school bookkeeping service that is tech savvy and supports small businesses under $5 million - especially Mom and Pops and startups. 

The problem

With years of experience under her belt, Nancy and her team at The Bottom Line work with many different clients in many different industries. Nancy found it difficult to keep up with what is happening in each business and how the clients are doing.

Nancy D'Amato

"being able to show client's data in a different way that makes sense to them has changed my conversation with them...for the better!"

the solution

Nancy implemented Path into her business and determined that these features were crucial to solving her problem:

  • Timeline
  • Milestones
  • Data Mash & Analysis
  • Industry Comparison
  • Business Snapshot

the result

These features made it easier for Nancy’s clients to run reports themselves and understand where their business stands on a daily basis. 

With real-time communication, Path allows you a deeper insight into what your clients go through daily. 

industries served

  • Professional Accounting Services
  • Electricians 
  • Plumbers
  • Chiropractors
  • Heating and Air Conditioner
  • Small Manufacturing Shops
  • Landscapers
  • Auto Body Shops
  • Business Advisors
  • Real Estate/Business Brokers
  • General Business Contractors

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