BBB Certified
Finally Get the Financial Structure You Have Been Missing
Reliable bookkeeping, steady back office support, and CFO’s who help you understand and act on your numbers.
Take Our Quiz
How Bad Is Your Current Bookkeeper, Really?
Most business owners don’t know their books are broken until cash gets tight. This 5 minute quiz shows you if your bookkeeper is protecting your profit or quietly putting your business at risk.
5 Minute Assessment
Instant clarity score
3 Financial Pillars
Cash, margin, operations
Personalized Insights
Based on your real numbers
Action Plan
What to fix first
Does Your Business Need a Stronger Financial Foundation?
Whether you run a service company, a professional firm, or an operations heavy business, our bookkeeping and CFO services keep your numbers clean, your back office organized, and your decisions grounded in real clarity.
General Contractors
We give general contractors the financial structure they need to scale.
Plumbers
Help with ongoing bookkeeping, payroll, and other financial services for plumbers.
Electricians
We help electricians manage their financial numbers and grow their businesses.
VCs & Startups
Keep your focus on the portfolio. We'll keep the financials clean, clear, and investor-ready
E-Commerce
We bring financial structure and visibility to businesses so they can grow with confidence.
MSP's
We bring financial structure and visibility to MSPs so recurring revenue turns into profit.
Strengthen Your Numbers. Strengthen Your Business.
From bookkeeping to invoicing to CFO insight, we give you the structure and support most $1 million to $10 million dollar companies are missing. The result is cleaner operations and better decisions across the business.
Keep Clean Numbers
Bookkeeping done right. On time, accurate, and tax ready with monthly financial statements delivered.
Run Your Back Office
Invoicing, bill pay, payroll, and the day-to-day financial tasks handled reliably so you never fall behind.
Clarity & Guidance
A part-time CFO who helps you understand your numbers, plan ahead, and make confident decisions.
What Happens When Clarity Replaces Chaos
Clean, accurate financials you can trust
Cash flow forecasting that prevents surprises
Clean, accurate financials you can trust
Confidence in pricing and hiring decisions
Clean, accurate financials you can trust
Operational clarity that replaces guesswork
Keep Your Numbers Clean
Your books should not be a guessing game. We handle all monthly bookkeeping, reconcile every account, and close your books on time so your financials are always accurate and current.
What’s included:
Monthly books fully handled
Every bank and credit card reconciled
Accurate monthly financial statements
Clean, tax-ready books
Clear and accurate margins
Simple owner dashboard with essential numbers
CFO-level oversight for accuracy and interpretation
And more…read more here
Outcome: You get reliable financials you can trust, every single month.
Run Your Back Office
The daily financial tasks that keep your business moving should not depend on you. We take ownership of invoicing, bill pay, payroll, and cash timing so your operations stay organized.
What’s included:
Customer invoicing and collections handled
Payments tracked and applied so AR stays clean
Vendor bills entered and approved on time
Payments scheduled to avoid late fees and protect cash
AP kept accurate and up to date
Payroll processed on schedule with taxes handled
Employee changes updated and labor costs mapped correctly
And more…read more here
Outcome: Your financial operations run smoothly and nothing falls through the cracks.
Give You Clarity and Guidance
Most owners know exactly how to run their business. What they lack is clear financial visibility and guidance. Your PlotPath CFO gives you the insight, planning, and strategy needed to make confident decisions.
What’s included:
Regular strategy meetings with a dedicated CFO
Clear guidance on pricing, margins, and cash flow decisions
Support with credit lines, loans, and banking relationships
Help designing compensation plans that make financial sense
Support on major decisions like hiring, expansion, or large purchases
Annual budget, rolling forecast, and reliable cash flow projections
Simple KPIs and margin insights so you know what’s working and what’s not
And more…read more here
Outcome: You get clarity, direction, and a financial partner who helps you grow with control.
Clear Starting Points. Tailored To Reality.
Every business is different. These plans give you a realistic baseline for what most companies in your range invest, but final pricing depends on your actual systems, transaction volume, and complexity. Think of this as a benchmark, not a box.
FOUNDATION
Clean books.
Clear numbers.
- Early stage or simple operations
- Businesses under $1M revenue
- Stable or low complexity operations
- Monthly bookkeeping
- Monthly reconciliations
- Monthly close and financial reporting
- Up to 2 bank accounts
- Up to 2 credit cards
- Up to 2 loans
- Quarterly Meeting with Financial Controller
- Standard Financial Statements
- KPI Dashboard
- Budget vs. Actuals Analysis
- AI Financial Insights
- Capitalize and depreciate fixed assets and prepayments
- Accrual accounting
- Departmental Payroll Allocation
- Detailed profitability reporting
OPERATOR
Financial structure
that supports real growth.
- $1M to $5M revenue
- Owners preparing for scaling decisions
- Accrual accounting demands
- Twice monthly bookkeeping
- Monthly reconciliations
- Monthly close and financial reporting
- Up to 4 bank accounts
- Up to 5 credit cards
- Up to 4 loans
- Monthly Meeting with Financial Controller
- Standard Financial Statements
- KPI Dashboard
- Budget vs. Actuals Analysis
- AI Financial Insights
- Capitalize and depreciate fixed assets and prepayments
- Accrual-basis revenue
- Departmental Payroll Allocation
- Detailed profitability reporting
STRATEGIC
Robust financial systems
for growing companies.
- $3M to $10M revenue
- Complex operations
- Owners needing forward looking finance leadership
- Weekly bookkeeping
- Monthly reconciliations
- Monthly close and financial reporting
- Up to 6 bank accounts
- Up to 8 credit cards
- Up to 8 loans
- Monthly Meeting with Financial Controller
- Standard Financial Statements
- KPI Dashboard
- Budget vs. Actuals Analysis
- AI + Human Analysis
- Capitalize and depreciate fixed assets and prepayments
- Accrual-basis revenue & costs
- Departmental Payroll Allocation
- Profitability reporting by: Client, Project, Line-of-business, Department, Location
Available Add-Ons
Add-on pricing scales with transaction volume and operational complexity. Discovery allows us to quote precisely.
Accounts Payable
- Vendor bills recorded accurately and on time
- Structured approval workflows to prevent overspending
- Payments executed without cash flow surprises
- Clean 1099 tracking and year end filing
Payroll
- Clean employee and contractor setup
- Accurate time capture and payroll processing
- State and local compliance handled properly
- Payroll that runs on time, every time
Accounts Receivable
- Invoices issued promptly and correctly
- Structured follow up to keep receivables current
- Clear visibility into outstanding balances
Strategic CFO Support
- KPI design aligned to operational reality
- Compensation structure tied to performance
- Credit facility guidance and lender preparation
- Lease vs buy analysis grounded in real numbers
Books Catch-up and Cleanup
- Chart of accounts rebuilt for clarity and reporting
- Historical transactions cleaned and recoded properly
- Balance sheet and P&L corrections
- Receivables and payables reconciled and aligned
- Financials restored to a reliable baseline
Other Services
- QuickBooks Online migration and setup
- Payroll system configuration
- Cash flow forecasting
- Budget creation and tracking
- Driver based financial modeling
- Sales tax filing and payment management
- Corporate expense platform and policy setup
About Us
Real People. Real Accountability.
PlotPath is headquartered in Austin, Texas and staffed by experienced accounting and finance professionals. We are fully BBB certified, transparent about who we are, and personally accountable for the accuracy of your books.
When you work with us, you know exactly who is behind your numbers. No outsourcing, no hidden teams, and no surprises. Just a real partnership built on trust and performance.
Your Outsource CFO Team
No Fancy Suits. Just Great People.
Eric Weynand
CEO
Gary Beebe
CFO
Craig Trupo
CFO
Rachel Armentor
CPA Financial Controller