Let us handle the numbers so you can focus on growth.
How we
are different.
Managing your business is demanding - your books shouldn’t be. At Pathfinders Advisory, we handle the numbers so you can focus on what matters most: growing your business. With proactive communication, clean books, and actionable insights, we empower you to stay ahead. Ready to make managing your financials effortless?
ON TIME, EVERY TIME. NO SURPRISES.
Never wonder about your financial close, cash flow, or key metrics. We handle your books and provide timely, accurate insights into how your business is performing, so you’re always in control.
MAXIMIZE YOUR EARNINGS, MINIMIZE YOUR TAXES.
We maintain accurate financial records, making sure you can claim all deductions and credits available to you based on your specific situation. Your books are tax-ready year-round, so you can file your return when you want -no need for last-minute extensions.
WE KNOW YOUR BUSINESS.
"Garbage in, garbage out" says it all - your accountant must truly understand your business. We don’t just input numbers; we take the time to understand all aspects of your business. This allows us to spot issues and opportunities, helping you make informed decisions.
WE KEEP IT SIMPLE.
Whether you want full financial visibility or just key insights, we’re here to demystify your finances in simple terms, so you can make faster, better decisions.
TECHNOLOGY + PEOPLE. THE BEST OF BOTH WORLDS.
Getting started is effortless -just accept a customized proposal, and you're in. Our intuitive portal brings everything together: track deliverables, upload documents, and connect with our team through integrated chat, all in one place.
How we work
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1
Fill out the Trail Finder
Tell us a few details about your business needs
2
Solidify Trail on Discovery Call
Listen and take stock of your goals, needs and questions.
3
Proposal & Onboard
Advise on the best package and provide advisory assistance if necessary.
4
Reach your Destination
Continue to partner together and collaborate for a fulfilling partnership.
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We tailor to your unique needs.
We take the time to understand your unique needs and goals, guiding you on the right path to turn your dreams a reality.