Business Owners Deserve More, So We Delivered.

Running a business means making countless decisions every day, and when you're handling everything alone, it can feel overwhelming.

That’s why we started Pathfinders - a trusted financial partner that looks out for your best interests, giving you the clarity and support you need to stay focused on achieving your vision.

The why behind what we do

We are on a mission to change how business owners use financial data to achieve their aspirations, which keeping more of their hard-earned money.

At Pathfinders, we envision a world where small and medium businesses have the same access to real-time financial insights and expert guidance as large corporations. We leverage technology and human expertise to provide small businesses with the support they need to stay ahead.

Pathfinder values

At Pathfinders, we subscribe to a set of beliefs that help guide how we work, connect, and solve problem. They reflect who we are and why we're here.

Clear, Direct, Thoughtful.

We believe communication that leaves all parties on the same page is a key ingredient for success.

Embrace Change.

By staying adaptable and proactive, we continue to deliver the best possible value to our clients and community.

Ownership Mindset.

We embrace responsibility, think long-term, and making decisions that prioritize the success of our clients and our firm.

Committed to Quality.

Quality matters in every aspect of our work, we are committed to getting it right when it matters most.

Our founding story

Our founders have a combined 20+ years in public accounting, investment banking, asset management, and startups. Within each of these sectors, they noticed a common pattern: traditional accountants often missed the bigger picture. Our focus shifted to supporting small businesses as we noticed family and friends with businesses reaching out to us. They were frustrated with accountants who concentrated only on numbers but missed the strategic insights that drive growth. That’s when we realized there was a better way to help.

Our diverse background gave us a unique perspective to reimagine the way accounting has been approached for decades. We believe in personalizing our framework and providing thoughtful, tailored guidance that truly meets each client's needs. That’s why we founded Pathfinders Advisory - to shift the perception of accountants from a necessary formality to a valued partner you genuinely want by your side.

The name Pathfinders reflects our mission: we’re not just focused on the destination (profitability) but on supporting clients throughout their journeys. Whether navigating challenges or seizing new opportunities, we walk alongside them, providing insights and care every step of the way.