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Open Book Consulting 
Customer Success Story

Company Overview

Open Book Consulting empowers entrepreneurs to understand their numbers so they may make better decisions.

Debbi Allison founded the company in 2011 as a bookkeeping service. She soon found her clients yearned to better understand their financials and what those numbers could do for them - not just for compliance, but for business strategy. Education quickly became a core value of OBC and Debbi became a Business Financial Strategist.

The problem

Debbi Allison started working with small businesses in a bookkeeping role. That soon changed to provide insights into their financial health and Debbi finds it difficult to know what is happening in the businesses on a daily basis. This makes it hard for her to provide valuable feedback to her clients.

Debbi Allison

"Path provides an interactive way to advise my clients. It allows them to comment and interact with features that make it easy to track KPIs and goals. This increases my ability, as an advisor, to help them better understand their financials and metrics while also creating additional accountability."

the solution

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

  • Timeline
  • To-Do List
  • Milestones
  • Data Mash & Analysis
  • Business Snapshot

the result

These features made it easier for Debbi to see what is happening in the business at all times and dive deeper into the financial health so she can provide better insight.

With real-time data and interaction with clients, Path allows you to always know what is going on and know that your data is accurate.

industries served

  • Professional Accounting Services
  • Electricians 
  • Plumbers
  • Landscapers
  • Real Estate/Business Brokers
  • General Business Contractors

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