Why Professional Services Firms Trust Us
Professional services firms - law, engineering, consulting, marketing, and home - services need financial precision to thrive. Pathfinders ensures you stay in control of your finances by optimizing cash flow, automating billing, and streamlining payroll compliance, so you can focus on scaling and client success.
How can I improve profit margins while maintaining service quality?
Retainer & Milestone-Based Billing Management.
For firms operating on retainer or milestone-based contracts, managing cash flow and revenue recognition can be complex. We help automate invoicing, ensuring accuracy and alignment with contract terms. Our solutions include recurring billing setup, automated payment reminders, and integration with project management tools to track deliverables against payments.
How do manage cash flow with project-based / seasonal revenue?
Payroll Compliance & Contractor Payments.
Ensuring payroll compliance for full-time employees and contractors is essential for avoiding penalties and maintaining a productive workforce. We manage payroll processing, benefits administration, and tax withholdings, while ensuring compliance with labor laws and IRS regulations. Our expertise in contractor payments ensures smooth financial operations, helping firms remain compliant and efficient.
What’s the best retirement plan for firm owners and employees?
Partner Distributions & Tax Efficiency.
Managing partner compensation and tax-efficient distributions is a critical aspect of financial planning for professional services firms. We ensure that profit-sharing structures align with tax regulations, optimizing earnings and minimizing tax liabilities for partners and stakeholders.
Project Profitability & Expense Tracking.
Understanding project profitability is essential for long-term success. We help firms track expenses accurately, allocate costs effectively, and assess margins for each project. Our financial insights enable better pricing strategies and resource allocation, maximizing profitability on every engagement.
How can I extend our runway until the next funding round?
