Road Map to Advisory Services with Path by Simplex

Tuesday, July 13, 2021 @ 12:00pm EST

Michelle L. Long, CPA

Dan DeLong
Michelle L. Long, CPA, MBA
• Owner of Long for Success, LLC, Kansas City, Missouri
• International speaker – Intuit Trainer/Writer Network
• Author – 5 Books (Available on Amazon), numerous Intuit Academy
courses, co-author QB and QBO Advanced Certifications
• Co-Host – http://QBPowerHour.com
• Facebook Group ~10,500 members
http://facebook.com/groups/qbpowerhour
• Linkedin Group ~160,000+ members – http://tinyurl.com/qbgroup
• Honors & Recognition – Most Powerful Women in Public Accounting, Top
100 Small Business Influencer, Top 10 ProAdvisor (Top Trainer/Writer & Top
Social Media), SBA Financial Services Champion & more
• New Project - New Partner/Chief Content Creator at
Robert J. Chandler
Recognized as a leader in the small business
and accounting technology field, Robert J.
Chandler has over 25 years in the FinTech
space.
As a pioneer and visionary, Robert quickly
saw the need for cloud computing in the
accounting vertical and was recognized as:

• Top Executive Leader by the CPA

Practice Advisor Magazine
• Top 50 Innovation Companies to
Watch
• Small Business Influencer Award
 Details about QB Power Hour Webinars

• Every Other Tuesday at 12:00 ET

– SPECIAL Event - Road Map to Advisory with Path
– 07/20/2021 - Adding AP as a Service with Relay
– 08/03/2021 - QBO Advanced Feature Deep Dive - Reporting Enhancements
– 08/17/2021 - Niche Nuances - Real Estate Flips w/ Gita Faust
• Topics – QuickBooks tips, what’s new, troubleshooting, etc.
– PLUS marketing, pricing, apps and more
– Topics to help accounting professionals succeed in their business
PDF of slides – http://bit.ly/QBPHhandouts
• Recordings - http://youtube.com/MichelleLongCPA
• Podcast - https://qbpowerhour.buzzsprout.com
 Agenda
• Improving Client Communications & roadblocks
• Path by Simplex – providing a road map to advisory services
 WELCOME

Overview of Advisory Services

and Demo of Path by Simplex
 Poll #1

What roadblocks interfere with your client communications most?

 Cash to Spend

Improving Client
Communication:
What is Data Curiosity Need for Clarity

Right?
There has never been a
better time to establish
better ways to connect
with clients.
Accounting Love Virtual Literacy
What is Missing?
The Purpose of Communication.

Data Overload
(Too much info)
Collaboration
Disconnection
(Our Goal)
(Too little relationship)

Missed Signals Meaningful

(Too many places) Communication
(What is important?)

Two or more parties successfully working together on professional or artistic projects.

When people collaborate, they often share and develop each other’s ideas.
Path Demo
 Poll #2

What part of Path interests you the most?

 Advisory Services with
and become a Business Financial Strategist TODAY!

Timeline / Bridge
To-Do List
Conversations, discussions, and
Create, assign, and track tasks for yourself and
announcements.
your client.

Bookmarks Milestones
Create a personalized dashboard, financial Keep track of accomplishments, settings goals,
reports, KPI’s, meetings, other items. and historical events.

Data Mash & Analysis Industry Comparison

Automate and generate calculations to run Compare how the business shapes up over a
on a scheduled basis with real-time data from national average within the same the industry.
QuickBooks® Online.

Impact Center Business Snapshot

Track money in and out of the business and See the estimated value of the business and identify
take note of where business is taking place. opportunities that increase value.
 Advisory Services Questions to Ask:
1. What does success look like for you?

2. What keeps you up at night?

3. If you could change one thing, what would it be?

4. What are most profitable items/services? If so, do you track them?

5. Have you set your financial goals for the year? If so, can we review them.

6. When a problem arises, who do you turn to?

7. Where is the most of your time spent in your business?

 Poll #3

Would you like a copy of the eBook

We can't wait to
help you onboard your clients.

$49 for 3 Clients

1st 3 months
Code: QBPH

Let’s get
started today.
THANK YOU
Visit us at pathbysimplex.com
 Poll #4

Would you like more information about Path?

 Upcoming Events

• QB Power Hour Webinar Series – every other

Tuesday 12:00 pm Eastern
http://qbpowerhour.com
– 07/20/2021 - AP Enhancements with Relay
– 08/03/2021 - QBO Advanced Feature Deep Dive -
Reporting Enhancements

• QuickBooks vCon and webinars:

http://qbtrainingevents.com