Grow your business
Bookkeeping, financial reporting and CFO services to improve your cash flow.
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A few of the many businesses that count on PlotPath
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
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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
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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
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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
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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
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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
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Eric Weynand, CPA
Founder, CFO
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Gary Beebe
CFO
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Craig Trupo
CFO
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Rachel Armentor, CPA
Financial Controller
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Lauren Celaschi, CPA
Financial Controller
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Julie Galliano, CPA
Financial Controller
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Ann Rae Keel, CPA
Financial Controller
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Denise Clark
Bookkeeper
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Kelsey Cranmore
Bookkeeper
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Mandy Gilmore
Bookkeeper
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Kelley Martin
Bookkeeper
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Samantha Solem
Bookkeeper
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Andrea Geymonat
Analyst
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Tania Hernández
Analyst
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Aline Decker
Internal Accounting
Ready to plot your path to growth?
Send us a message here and we’ll reach out to you.