Does your current accountant give you the finance and accounting insights you need to make decisions about the future? Do they provide you with a set of real-time metrics that let you know how your business is performing?

That’s the PlotPath difference: PlotPath takes a forward-looking approach to accounting. We provide deeper insights based on operational and financial metrics to help you make key decisions about your business.

Accounting Strategy and Analysis for Higher Profitability

Why settle for what your business did last month when you could see where it is going next?

PlotPath takes a forward-looking approach to accounting. PlotPath closes your books AND uses historical financial data to help you realize future opportunities.

We look at the tiniest of details to create financial metrics that help you see the possibilities for growth and what higher profitability and improved cash flow can do for your business.

Customized, Detailed Financial Statements and Reporting

Our team will provide your business with financial metrics.

Our customized reports more accurately portray how a business is performing at the most granular levels so you can go beyond bank account business management.

You’ll have the next level of detail you need, but don’t often get in traditional financial statements and reports. That way you will really understand how your business is performing.

The Financial Tools You Need, and Then Some

PlotPath provides a comprehensive set of accounting services for day-to-day operational excellence. You will always have accurate, timely, and useful information to keep your business running smoothly.

We have a full stack of accounting professionals on staff to do the work you need where you need it. This means that as your business grows, you can add the services you need to help you scale more efficiently.

Fractional CFO Services

Our metric-driven approach helps you make strategic decisions to take your business to the next level.

  • CFO services
  • Strategic planning
  • Financial projection modeling
  • Budget building
  • Employee compensation analysis
  • Credit facility guidance
Financial Reporting

The financial information you need, when you need it, so you can focus on running your business.

Bookkeeping Essentials

Everything you need to ensure your accounting is accurate for you, your lenders, and investors.

  • Bookkeeping
  • Balance sheet
  • P&L
  • A/R and A/P processing
  • Payroll and benefits services
  • Credit card and expense reporting
  • Bank reconciliation
  • Sales tax remittance

Complex Accounting, Simplified

For every client, PlotPath provides a customized KPI package with a set of metrics every business owner or CEO should be looking at every month.

We developed our custom KPI package based on years of experience as CFOs and Controllers supporting businesses’ financial operations, continually learning how to drive increased profitability and cash flow.

It includes important financial metrics that reveal how much in available assets you have to serve as a cash runway for your business so you can stay in business.

Your Outsource CFO Team: No Fancy Suits. Just Great People.

Approachable and accountant are not often used in the same sentence. At PlotPath, approachable is our way of being.

You will meet and know your dedicated team, who is passionate about getting to know you and your business. Your team will be easily accessible to answer questions, walk through accounting processes, or work on complex financial scenarios with you on your schedule, not ours.

We will make sure you have the information you need, when you need it.

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