Acuity Alternative
PlotPath Bookkeeping & CFO Services
Acuity Does Strong Bookkeeping. PlotPath Adds the CFO Layer.
Acuity is a solid bookkeeping operation. PlotPath adds forward-looking cash visibility and a dedicated CFO advisor to every engagement, not as a separate tier you unlock later.
| Feature | Acuity | PlotPath |
|---|---|---|
| Monthly bookkeeping | ✓ | ✓ |
| Owner-ready monthly reporting | ✓ | ✓ |
| Cash flow projections | Partial | ✓ Included |
| CFO-level advisory | Add-on | ✓ Included |
| Decision-grade insights | ✗ | ✓ |
| Dedicated CFO advisor | ✓ | ✓ |
Why businesses switch from Acuity to PlotPath
CFO advisory is included from day one, not priced separately.
Acuity structures CFO services as a separate engagement. PlotPath bundles strategic advisory into every monthly close. You get a CFO who reviews your numbers and names what matters, from the first month, at the base price.
PlotPath is built around forward visibility, not historical reporting.
Acuity closes your books and reports on what happened. PlotPath closes your books and shows you where you are headed. Cash projections, runway estimates, and forward-facing signals are standard, not features you request.
Every report answers one question.
PlotPath builds every monthly report around a single question: what does this mean for the decisions you are facing right now? That framing determines what we highlight, what we flag, and what we leave out. Clarity over volume.
Who It’s For
PlotPath works with businesses doing $1M to $10M in annual revenue that are past the DIY finance stage. The common thread is not the industry. It is the problem: real revenue, real complexity, and a financial picture that still does not produce enough clarity to make decisions with confidence. PlotPath delivers clean books, reliable cash visibility, and a CFO advisor who tells you what your numbers mean and what to do next.
Ready to see what your numbers can actually tell you?
Schedule a free 30-minute call. No pitch, no pressure. Just a clear look at 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.
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