Let us handle the numbers so you can focus on growth.
OUR TECHNOLOGY PARTNERS
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How we
are different.
At Pathfinders Advisory, we know that having a trusted financial partner is a superpower!
We handle your financial operations, optimize your tax strategy, and help you grow your business - keeping you on track to achieve your goals.
Let us show you a better way to manage financial operations!
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.
Join Pathfinders in 3 easy steps
1
Fill out the Trail Finder
Tell us a few details about your business needs
2
Get free Strategic Assessment
Schedule a free Strategic Assessment session
3
Proposal & Onboard
Accept Proposal and get onboarded in a matter of days
Solutions tailored to your needs.
We take the time to understand your unique needs and goals, guiding you on the right path to turn your dreams into reality.
Got questions? We got answers.
How easy is it to get started with Pathfinders?
Getting started is seamless and stress-free. During onboarding, you’ll meet your dedicated bookkeeper and account manager, who will walk you through the entire process. We’ll set you up in our online platform, where all files and communication are managed, and establish clear expectations and deadlines. By the end of your first meeting, you’ll know exactly what to expect from our team and who you’ll be working with - giving you complete confidence in your financial support.
How would transition from my current provider work? I’m too busy to deal with it.
We handle everything for you, ensuring a smooth transition with minimal time or effort required on your part. Our team will coordinate directly with your previous accountant or bookkeeper to transfer financial data, reconcile records, and set up your new system. We can have you up and running within days. If you’re behind on your reports, we’ll provide a clear project plan with a budget and timeline to get everything current so you can move forward with confidence.
When is the best time to switch accountants?
There’s no perfect time - business is always busy. But the sooner you make the switch, the sooner you gain control over your financials and eliminate unnecessary stress. Delaying can lead to missed opportunities, compliance issues, and costly mistakes. Making the change now sets you up for long-term financial clarity and success.
How do I know if Pathfinders is the right fit for my business?
If you want more than just basic bookkeeping and are looking for a financial partner who provides proactive insights, clear communication, and customized support, Pathfinders may be the right fit. We combine technology-driven efficiency with a personal touch and are committed to building long-term relationships. Let’s chat - if we’re not the right solution for you, we’ll be upfront about it.
My business is unique. Will Pathfinders take the time to understand it?
Absolutely. We know that every business has its own challenges, goals, and financial needs. That’s why we take the time to learn about your operations, industry, and long-term objectives. Our approach is never one-size-fits-all - we tailor our services to ensure you get financial support that truly works for your business.
What type of service do you provide and how much does your service cost?
Our pricing is customized based on the type of service your business needs. We offer a range of solutions, from essential bookkeeping to full-service financial management, including reporting, tax planning, and strategic advisory. Whether you're looking for basic monthly support or a more hands-on financial partner, we tailor our services to fit your business and budget. Check out our Services and Pricing pages and reach out for a personalized quote.
Why outsource instead of keeping it in-house? My office manager is handling it now.
While an office manager or in-house staff can handle basic bookkeeping, they may not have the expertise to provide accurate financial reporting, tax planning, or strategic insights that help your business grow. Mistakes in accounting can be costly, leading to compliance issues, tax penalties, or missed financial opportunities. With Pathfinders, you get a team of experienced professionals who ensure your books are always accurate, deadlines are met, and financial decisions are backed by real data - so you can focus on running your business with confidence.