See Path in action - View our September webinars and save your spot ** TODAY **
The Bottom Line
Customer Success Story
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.
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 implemented Path into her business and determined that these features were crucial to solving her problem:
- Data Mash & Analysis
- Industry Comparison
- Business Snapshot
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.
- Professional Accounting Services
- Heating and Air Conditioner
- Small Manufacturing Shops
- Auto Body Shops
- Business Advisors
- Real Estate/Business Brokers
- General Business Contractors