Grow your agency

Bookkeeping, financial reporting and CFO services to improve your cash flow.

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Professional Service Firms we work with

The PlotPath to Growth

PlotPath takes agencies to a new level of financial and operational excellence. We combine experienced staff (CFOs, controllers, and bookkeepers), best-practice processes, and data-driven systems to develop a forward-looking approach that improves cash flow, profitability, and growth.

Cash Flow

Forecast cash, focus on growth

We’ll implement a cash flow forecast that predicts your future cash position precisely, so you stop stressing about making payroll and focus on growing your business.

Profitability

Make profit-maximizing decisions

Our data-driven approach tracks profitability by customer/project, product line, geography or any relevant criteria, so you make informed strategic decisions that maximize profit.

Invoicing, Collections and Bookkeeping

Accelerate cash, invest in growth

We’ll establish timely customer invoicing, an effective collections process, and accurate bookkeeping. This accelerates your cash conversion cycle so you can invest in growth.

Financial Statements

Accurate reports for you, lenders, and investors

We create rock-solid financial statements monthly, and help you understand them, so you make fact-based financial decisions and are able to provide reports to lenders or investors.

Ready to improve your cash flow?

Get in touch

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Credit, Loans, and Financing for Professional Service Firms

Find out how you stack up against your peers when it comes to readiness to obtain a loan or other form of credit for your business.

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  • We had been looking for someone who would take the time to understand our business, make recommendations, cleanup our accounting software and chart of accounts, and become a partner to our bookkeeper and our tax accountant. PlotPath delivered all of that and more for Dragon Spirits Marketing, making recommendations and fixes that were simple but not originally thought of. We plan on keeping the PlotPath team on to support and advise us as we continue to grow. Highly recommend.”

    Lamar Romero Founder and Chief Executive Dragon Dragon Spirits Marketing and Promotions

  • We were up against a tight deadline and weren’t quite sure how we were going to finalize our financials ahead of tax time. PlotPath was able to quickly finalize our Balance Sheet and reconcile our Profit and Loss Statement. They also worked directly with our Enrolled (Tax) Agent to ensure reporting was accurate. The PlotPath team was professional and able to address our needs in a very short time-frame. Highly recommended!”

    Dwight Wilson Founder Collabriv

  • We hired PlotPath at the end of 2015 to perform an audit of our bookkeeping. Their attention to detail and understanding of how the strategy and tactics of bookkeeping impact high level business decision making has been a welcome asset to our team. PlotPath efficiently corrected past mistakes and implemented new financial strategies so we could report and forecast our business more accurately. They are responsive, professional and accurate. I would recommend PlotPath to any small business owner looking to build a more accurate backend financial system.”

    JP Novak President 512 Solar

  • “We were opening a branch of our software development firm in the United States for the first time (we’re based in Turkey). PlotPath was essential in guiding us through the steps and getting us up and running as a business. They helped us establish our EIN and LLC, got us set up on Xero to manage our books, and continue to do our bookkeeping and provide support on a monthly basis. The team at PlotPath has been a pleasure to work with and I would highly recommend them to any business needing finance and accounting support.”

    Mustafa Başaran President Bermuda LLC

  • The PlotPath team’s blend of business and financial experience and talent make them well-equipped to serve as any business’ secret weapon. They are accounting experts AND recognize that building a successful business is a whole lot more complex than having a well kept set of financial records. Though they are great at the detail, where they are unique in the field is in their capacity and passion for understanding how to organize financial information to give entrepreneurs the insight they need to make data-driven, strategic decisions.”

    Natalie Glover Founder LumenKind

  • My only regret re Eric & his team at PlotPath is that I wish we had found & started to use them years ago. They’ve been a huge help in a major “books cleanup” project & now on an ongoing basis are helping us stay on top of the books far better than we were doing on our own in the past. Their assistance & insight have shed light on several business issues that we were able to adjust, & we’ve already saved more than their fee just by making those management improvements. A pleasure to work with & a tangible improvement to our bottom line – can’t say enough good things about the entire team. A+A+A+”

    Bill Decker Owner Decker Wealth Management

Meet the team

  • Eric Weynand

    Founder, CFO

  • Gary Beebe

    CFO

  • Dillon Poss

    Financial Controller

  • Abbey Taylor

    Bookkeeper

  • Craig Trupo

    CFO

  • Dawn Lautzenheiser

    Financial Controller

  • Elisabeth (Lizzy) Fischer

    Financial Controller

  • Nicolas Santos

    Financial Controller

  • Erica Hall

    Bookkeeper

  • Noelia Pereira

    Bookkeeper

See the whole team

Ready to plot your path to growth?

Send us a message here and we’ll reach out to you.