Business Owners Deserved More, So We Delivered.

Managing finances shouldn't feel like an uphill battle, but for many business owners, it often does.

We knew it could be better. That’s why we created Pathfinders Advisory - to offer business owners a thoughtful accounting solution.

No more waiting on answers. No more missed deadlines. With Pathfinders, business owners experience peace of mind.

This allows business owners to focus on what they do best - growing their business.

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 business harness the power of transparent, real-time financial insights to drive strategic growth and innovation. By setting the standard for excellence in service and transparency, we aim to empower our clients to navigate the complexities of finance with confidence and clarity.

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 successful relationships. As long as this communication is kind, the direct approach is always preferred. The shortest distance between two points is a straight line.

Embrace Change,
Empower Growth.

We are committed to constant growth and improvement in our processes, systems, and client service. Recognizing that change is inevitable, we choose to embrace it as a powerful catalyst for progress. By leveraging change, we strengthen our ability to deliver exceptional value to our clients, employees, partners, and community.

Ownership Mindset.

We are invested in our customers success, we believe we win together. The same is true when it comes to our colleagues - we succeed together as a team, department, company and community. We take initiative knowing that everyone has a role to play.

Committed to Quality.

We believe in holding ourselves to the highest standards. With a steadfast commitment to integrity and exceptional quality, we deliver work that reflects our dedication to honesty and transparency in every interaction. Our goal is to not only meet expectations but to exceed them, building lasting partnerships.

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 an unique perspective to re-imagine 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.