HOW IT WORKS
Meet your expert finance team.
Bookkeeping, financial reporting and CFO services to grow your business smarter.
Running a company means you’ve got a lot on your plate. We get that. Let us handle your accounting needs so you can focus on what matters – growing your business. From basic bookkeeping and monthly financials to strategic planning, budgeting and CFO advisory, you can rest easy knowing your financial bases are covered.
HOW IT WORKS
Meet your expert finance team.
Bookkeeping, financial reporting and CFO services to grow your business smarter.
You’re running a business and you’ve got a lot on your plate. We get that. Let us handle your accounting needs so you can focus on what matters – growing your business. From basic bookkeeping and monthly financials to strategic planning, budgeting and CFO advisory, you can rest easy knowing your financial bases are covered.
Why business owners love us…
Get the help you need to keep your books straight and your business buzzing.
Dedicated Expertise
Our trained & seasoned CFOs, controllers, and bookkeepers handle all things financial.
Integrated Approach
Time-tested combination of expertise, systems, and best practices for financial workflows.
Ongoing Support
Get your books closed by the 10th business day of the month, plus ongoing bookkeeping operations including A/P, A/R & payroll.
Reporting & Analytics
In-depth, easy-to-read reports, plus the strategic CFO guidance to help you plan for growth.
Customized for You
We adapt our scope of work to your company’s needs because we know no two businesses are just alike.
What this means for your business
 | Make informed decisions instead of guesses |
| Increase cash flow and accelerate your growth |
| No stressing at year-end tax time |
| Freedom to focus on your business with peace of mind that your books are accurate and up to date |
You’re ready to scale and you want to do it right? Let’s plot your path to growth.
Start now to move your business forward.
Here’s how it works…
Get Familiar
We’ll start with a discovery session to get to know your business: overall goals, current bookkeeping and accounting workflow, and of course, your finance, accounting, & reporting needs.
Meet Your Team
Based on your specific needs, we’ll build your team: 1 to 3 dedicated PlotPath experts (Bookkeeper, Controller, and/or CFO) to provide ongoing financial insight & support for your business.
Grow Your Business
We use data-driven insights to improve your processes, systems, and reporting: Get the financial insights you need to make better decisions faster and get back to running your business.
Ready to improve your cash flow ?
