PlotPath Finance
Bookkeeping, financial reporting and CFO services to improve your cash flow.
13359 North Highway 183 Suite 406-568 Austin, TX 78750, Austin, Texas 78750, United States
PlotPath Finance Overview
Number of Employees
Under 49
Minimal Budget
Under $1,000
Average Hourly Rate
$60/hr
Year Founded
2015
We serve about 80 SMBs monthly, from all over the country, across numerous industries.
Scope
We take care of everything finance and accounting for small and medium-sized businesses. Anything that would normally fall in the CFO's wheelhouse, we handle. From basic bookkeeping, to month-end close, financial reporting, budgeting, planning and analysis, and strategic CFO guidance. We adapt the scope of our work to the company's needs, which depend on its stage of development, finance and accounting complexity, and in-house resources. We use a data-driven approach so that reporting and analysis is timely, accurate and useful.
Pricing
Pricing will depend on the scope of work we define in collaboration with clients - our engagements range from $475/month for basic bookkeeping and financial reporting for a simple business to $4,000/month or more for comprehensive support including strategic CFO support and accounting operations (e.g A/R, A/P, and Payroll execution).
Reporting
We send the following reports standard, monthly, on all our engagements when we finalize the monthly close (and of course we do custom reporting like this https://plotpath.com/dashboard when required):
Scope
We take care of everything finance and accounting for small and medium-sized businesses. Anything that would normally fall in the CFO's wheelhouse, we handle. From basic bookkeeping, to month-end close, financial reporting, budgeting, planning and analysis, and strategic CFO guidance. We adapt the scope of our work to the company's needs, which depend on its stage of development, finance and accounting complexity, and in-house resources. We use a data-driven approach so that reporting and analysis is timely, accurate and useful.
Pricing
Pricing will depend on the scope of work we define in collaboration with clients - our engagements range from $475/month for basic bookkeeping and financial reporting for a simple business to $4,000/month or more for comprehensive support including strategic CFO support and accounting operations (e.g A/R, A/P, and Payroll execution).
Reporting
We send the following reports standard, monthly, on all our engagements when we finalize the monthly close (and of course we do custom reporting like this https://plotpath.com/dashboard when required):
- Financial KPIs Report example: https://plotpath.com/pnl-kpis/
- Financial Statements Reporting Package example: https://plotpath.com/financial-statements/
PlotPath Finance Services
Areas of Expertise
- Accounting Expertise
Accounting Expertise
Accounting Expertise
- Bookkeeping
- Payroll
Industries
- Legal
- Nonprofit
Client Types
- Startups
- Small Businesses
PlotPath Finance Clients
- ATX Event Systems
- Guardian Services
- Regent Restoration
- CloserIQ
- MoreHands Maid Services
- 512 Solar
- Applied Microsystems
- Livie and Luca
- BoomPay
- Dallas Entrepreneur Center