PlotPath provides full-service finance, bookkeeping, and strategic vCFO guidance to grow your business. 

Growth increases the financial complexity of your business, demanding professional staff, efficient processes, and integrated systems - and the experience to interpret it all. It’s challenging to find the right solution, but get it right and you’ll have the financial insight to make smart decisions, and accelerate growth. 

We base our data-driven, forward-looking approach on the right people, efficient processes and best-in-class software and systems, creating accurate and efficient reporting and analysis.

-People: Skilled, experienced CFOs, controllers, and bookkeepers passionate about solving problems.
-Process: Best-practices in each financial workflow, perfected over time, adapted to you business.
-Systems: Best-in-class software integrated with your people and process, creating accurate, reliable data.
-Decisions: Accurate and timely reports, dashboards, and analysis so you can run your business.

Our love for data and technology sets us apart. We use the two together to provide accurate and reliable analysis and projections. Our proprietary tools that use data from your accounting and CRM software to take your business analytics to a another level.

Accounting

Business Development

Business Intelligence

Business Tools

PlotPath Finance, LLC

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PlotPath Finance, LLC

Org chart

Teams

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