Blog - PlotPath

How to Set Up Your Chart of Accounts the Right Way in QuickBooks and Xero

If you\’ve downloaded our free chart of accounts template or you\’re staring down a messy list of accounts in QuickBooks

Why Most Business Owners Burn Out Before They Scale Do you feel like you’re working harder than ever…but still can’t

Set Smarter Prices Without Guesswork in 30 Seconds Most small business owners price their services based on gut instinct, past

Why That’s Not Bad Luck But Bad Financial Visibility If your business bank account feels full on Friday and empty

If your revenue is growing but your bank account keeps shrinking, you’re not alone and you’re not crazy. Many home

Cash flow is the lifeblood of any business. Without proper management and organization of your cash flow, even profitable companies

Many trade business owners—especially in HVAC, plumbing, electrical, or roofing—are running hard every day just to keep up with jobs,

Revenue looks great but are you actually making money? For many service-based businesses like HVAC companies, plumbing contractors, and roofing

Use Financial Forecasting to Find Out It’s the same stress every year: your busy season ends, invoices slow down, and

Tracking the right Key Performance Indicators (KPIs) is essential. They help business owners make informed decisions and ensure the financial

Most people want to grow in their careers. Almost no one wants to grow inside a culture built on anxiety,

Eric Weynand / February 19, 2025

What Is a Virtual CFO and When Does Your Business Need One? As your business grows, managing finances becomes more