Path by Simplex @pathbysimplex

The First-Ever Financial Collaboration Platform. pathbysimplex.com/?utm_source=tw… San Antonio, Texas Joined March 2020

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Path by Simplex @pathbysimplex

3 years ago

Never Forget.

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Path by Simplex @pathbysimplex

3 years ago

Join us on Thursday as we sit down with Loren Fogelman and talk about the critical steps you need to take to raise your rates without losing clients! us06web.zoom.us/webinar/regist…

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Path by Simplex @pathbysimplex

3 years ago

Let's celebrate work by not doing any. 🎆 #HappyLaborDay #LaborDay2022 #LongWeekend

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Path by Simplex @pathbysimplex

3 years ago

Learn the proven formula to quickly boost your profits on August 4 as we talk with Loren Fogelman about how to grow your accounting firm! us06web.zoom.us/webinar/regist…

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Path by Simplex @pathbysimplex

3 years ago

Discover why the billable hour is unfair to you and your client with our webinar with Loren Fogelman on August 4! Register here: us06web.zoom.us/webinar/regist…

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Path by Simplex @pathbysimplex

3 years ago

Gain insight on how to position your services as an investment rather than a cost during our webinar on August 4 with Loren Fogelman! us06web.zoom.us/webinar/regist…

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Path by Simplex @pathbysimplex

3 years ago

Do you currently serve a specific niche? Join us on July 7 at 11 am PST as we talk with Loren Fogelman about how you can grow your bottom line with high-value clients #webinar #accounting #niche us06web.zoom.us/webinar/regist…

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Path by Simplex @pathbysimplex

3 years ago

Red stands for hardiness and valor. White symbolizes purity and innocence. Blue represents vigilance, perseverance, and justice. 🎆 #IndependenceDay #FourthOfJuly #HappyBirthdayAmerica

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Path by Simplex @pathbysimplex

3 years ago

In our Playbook for Advisory Services, we provide you with multiple templates and resources - We are talking pricing templates, marketing ideas, social media calendars, checklists, and more! Find out what else we offer here: pathbysimplex.com/playbook-overv…

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Path by Simplex @pathbysimplex

3 years ago

Your QuickBooks file health is so important! Check out this article from Accounting Software Secrets that explains why it is so crucial to keep your files healthy: accountingsoftwaresecrets.com/blog/quickbook…

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Path by Simplex @pathbysimplex

3 years ago

If you want to generate more revenue for your firm, you could always add more services. Our Playbook for Advisory Services gives you examples of add-on services and guidance on how to implement them! Learn more here: pathbysimplex.com/advisory-home #AdvisoryServices #PATHbySimplex

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Path by Simplex @pathbysimplex

3 years ago

Is success something you are looking for at #SNH22? Whatever it is, we want to hear it! Come see us at Booth 32 and let's chat! #ScalingNewHeights #SNH22 #thrive #PATH2SNH #PATHToSNH

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Path by Simplex @pathbysimplex

3 years ago

By checking these 10 things, you can determine if your QuickBooks file is healthy and up-to-date. Download our QuickBooks Data File Analysis here: pathbysimplex.com/quickbooks-fil… #FileAnalysis #AdvisoryServices #QuickBooksFile

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Path by Simplex @pathbysimplex

3 years ago

Maybe you are looking for independence at #SNH22! Want to learn more about it? - come see us at Booth 32! #ScalingNewHeights #SNH22 #thrive #PATH2SNH #PATHToSNH

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Path by Simplex @pathbysimplex

3 years ago

How’s everybody feeling on day 2 of #SNH22? Hope you’re ready for the 80’s party tonight! #scalingnewheights

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Path by Simplex @pathbysimplex

3 years ago

If balance is what you are searching for at #SNH22, come see us at Booth 32 to talk about it! #ScalingNewHeights #SNH22 #thrive #PATH2SNH #PATHToSNH

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Path by Simplex @pathbysimplex

3 years ago

Having a good tech stack is a big part of a successful firm. Our Playbook for Advisory Services walks you through how to offer advisory services as well as how to use PATH in those services. Learn more pathbysimplex.com/advisory-home #AdvisoryServices

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Path by Simplex @pathbysimplex

3 years ago

Let's talk more about freedom! You can find it at #SNH22! Come see us at Booth 32! #ScalingNewHeights #SNH22 #thrive #PATH2SNH #PATHToSNH

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Path by Simplex @pathbysimplex

3 years ago

What’s everyone doing the day before #SNH22?? Panic packing? Soaking up the sun? Taking in a day at Disney or Universal? Enjoy today and we will see you all tomorrow!

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Path by Simplex @pathbysimplex

3 years ago

When transitioning to advisory services, it could also be beneficial to have a discovery meeting with current clients who are making the switch. Our Playbook for Advisory Services helps with that! Learn more at pathbysimplex.com/advisory-home #AdvisoryServices #playbook #PATHbySimplex