About Us
About PlotPath
Bookkeeping • Back Office • CFO Advisory for SMBs
PlotPath provides professional bookkeeping, structured back office support, and fractional CFO advisory for small and mid-sized service businesses. We ensure your financials are accurate, organized, and ready to drive real decisions.
As businesses grow, basic bookkeeping is no longer enough. You need clean records, reliable reporting, and financial leadership that connects the numbers to strategy. That is where we step in.
Before we talk about services, start with clarity. The assessment gives you an objective snapshot of your bookkeeping, back office structure, and financial oversight so you know exactly where you stand.
Bookkeeping
Accurate. Timely. Structured.
We maintain clean, reliable financial records so you always know where your business stands. Proper categorization, reconciliations, and reporting ensure your numbers are accurate and decision-ready every month.
Back Office Support
Operational Financial Infrastructure
We strengthen the systems behind your books, including reporting workflows, oversight processes, and internal financial coordination. Your back office runs smoothly so leadership can focus on growth.
CFO Advisory
Strategic Financial Leadership
We translate financial data into strategy. Cash flow forecasting, margin analysis, pricing guidance, and scenario planning give you forward-looking clarity without hiring a full-time CFO.
325
Revenue in 2017 (Million)
525
Collaegues & Counting
302
Successfully Project
25
Year of experience
Your Outsource CFO Team
Eric Weynand
CEO
Gary Beebe
CFO
Craig Trupo
CFO
Rachel Armentor
CPA Financial Controller
Let's figure out your baseline
Built for Business Owners Who Want Control
PlotPath was created for operators who are tired of guessing at their numbers. We believe financial clarity is not optional at scale. Clean books, structured back office systems, and strategic CFO guidance are the foundation of profitable growth.
But before any of that works, you need an honest baseline. The assessment gives you a clear snapshot of where your financial foundation actually stands today.
We Follow Best Practices
- Monthly reconciliations so nothing slips through the cracks
- Clear, easy-to-read reports you can actually use
- Strong internal controls to reduce errors and risk
- Forward-looking cash flow planning to prevent surprises