PlotPath Finance

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):

• Financial KPIs Report example: https://plotpath.com/pnl-kpis/
• Financial Statements Reporting Package example: https://plotpath.com/financial-statements/