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Full-service finance and strategic CFO guidance to grow your business.

 

Growth increases the financial complexity of your business, demanding professional staff, efficient processes, and integrated systems — and the experience to interpret it all. It’s challenging to find the right solution, but get it right and you’ll have the financial insight to make smart decisions, and accelerate growth.

 
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People

Skilled, experienced CFOs, controllers, and bookkeepers passionate about solving problems.

 

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Process

Best-practices in each financial workflow, perfected over time, adapted to you business.

 

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Systems

Best-in-class software integrated with your people and process, creating accurate, reliable data.

 

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Decisions

Accurate and timely reports, dashboards, and analysis so you can run your business.

 

Forward-looking and data-driven. From basic bookkeeping to strategic CFO advice. 

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Trained and Trustworthy Experts

Expert CFOs, controllers, and bookkeepers when you need them, no more, no less

Hiring, training, and managing finance staff is challenging and costly.

We offer the breadth of skill sets you need: CFOs, controllers, and bookkeepers - each on a part-time basis, so it’s affordable.

We can take over all finance and accounting, or collaborate with your in-house team.

Efficient Process and Controls

Streamlined, cloud-based processes reduce wasted time and improve controls

As your business changes, financial processes must constantly adapt to eliminate inefficiencies and prevent errors or fraud.

Our best-practice finance processes, honed over hundreds of engagements, are efficient, accurate, and establish internal controls.

Integrated Systems and Reporting

Finance and accounting systems integrate with your operations and provide reporting and analytics you need to run the business

Systems and software needs change as your business does - a patchwork approach relying heavily on spreadsheets is inefficient and risky.

Data and technology are integral to our approach - the right systems create efficiencies in day-to-day operations, and at tax or audit time.

We help you define KPIs and then we adapt dashboards and reporting so you can manage by the numbers.


 
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“We tried everything - outsourced CFOs to in-house bookkeepers - and still couldn’t ‘get it’.

PlotPath reorganized our entire approach, now we get financial reporting we actually understand and use to make decisions.”

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A few of our happy clients:

 
 

Financial insights you need to make better business decisions.

 

Cash Flow & Budget

We create a precise cash flow projection based on a robust budget process. No more unpleasant cash flow surprises or head-scratching when results don’t meet expectations. Know exactly where and when your money comes and goes - peace of mind so you can focus on the business. 

Financial Statements & Analysis

A Profit and Loss statement should do more than satisfy your tax accountant - it should be a guide and measuring stick, the key to understanding business performance. We provide you with a suite of financial statements that give you the business intelligence you need to make decisions.

Bookkeeping

We manage end-to-end bookkeeping, including customer invoicing and collection, vendor billing and payment, bank account reconciliation, and payroll. Our rigorous practices and methodologies ensure that all downstream reporting and analysis is accurate and reliable, enabling analysis and decisions.