PlotPath Finance, LLC

It's been a pleasure partnering with you, Kim! Thank you for trusting PlotPath. 🙌 We take a forward-looking approach to accounting. We provide deeper insights based on operational and financial metrics to help you make key decisions about your business. Learn more about what we do ➡️ https://bit.ly/3bXbh2W #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

If your goal is to place more focus on leveraging your reports, then financial and non-financial KPIs should be included in your: → Financial reviews → Reporting → Decision-making As a tip: 💡 Only prioritize KPIs that reflect your company’s goals and values And remember, KPIs can help you see where you need to focus your energies by spotting areas for improvement early. Learn other areas you should be focusing your attention as a business owner here ➡️ https://bit.ly/3W4miUD #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

Tracking customer satisfaction, referral, and retention metrics are important. But numbers alone aren't enough to instill essential values into a business. While it might sound cliché, there are two things that keep customers coming back: 1️⃣ Genuine kindness 2️⃣ Transparency And the trail doesn't stop there. Showing these qualities also means your employees will feel good about working with you. And usually, happy teams = happy customers. Take a closer look at this concept here ➡️ https://bit.ly/3yXv0uw #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

It’s not news that business is all about relationships. Growing through referrals is one of the most cost-effective strategies. In fact, over 90% of PlotPath’s clients came from referrals. How did we manage such a high rate? 💡 By consistently delivering exceptional results while treating everyone involved with high levels of respect and care. But, we also realize relationships are the foundation of growth. So we, especially our Founder, Eric, spend a lot of time focusing on this. Check out other areas of focus here ➡️ https://bit.ly/3W4miUD #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

Ready for insights, tips, and updates delivered straight to your inbox? With the PlotPath newsletter, you'll get: ✅ Expert advice ✅ Industry updates ✅ Service overviews Sign up now to get the next edition sent directly to your inbox ➡️ https://bit.ly/3bXbh2W #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

It's easy to get caught up in dreaming about the future of your business. You envision having 50 employees, hitting a revenue milestone, or becoming a household name. It's great! And keeping an eye on long-term goals and projections is essential. However, focusing too far ahead can throw you off course in the meantime. 💡 Instead, prioritize the next 12-24 months. Ask yourself questions that solve today's, next week's or the current quarter's problems. And if you need more direction, check out our latest article for other areas to focus your attention ➡️ https://bit.ly/3W4miUD #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

If it's the CFO’s job, we've got it covered. From single service businesses to complex operations, PlotPath brings the expertise and comprehensive services to meet your unique needs. To guide you toward growth and sustainability, we tailor our approach to match your business's: → Maturity → Financial complexity → In-house resources We become an extension of your team on your journey to success 🚀 Learn more here ➡️ https://bit.ly/48nOqFQ #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

Many small business owners rely on their bank account balance to assess their company's health. If there's money in the bank, things must be going well, right? Wrong. You need a better approach ➡️ timely, accurate, and useful financial reporting. But to do this, you have to go beyond your bank statement. You'll need to dive into your: → Profit and loss statement (P&L) → Balance sheet → Other key metrics And if you're not spending time in this area - you're working in the wrong direction. Learn two other areas you should be focusing your attention here ➡️ https://bit.ly/3W4miUD #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

Wondering what our discovery calls look like? Here's a quick overview ⬇️ 1. Hop on an intro call to get to know your business. 2. Learn your current accounting, software, and reporting processes. 3. Assess TRIPPS and identify gaps With this info, we can create a plan that gives you the support your business needs for success. Learn more about the process of working with PlotPath here ➡️ https://bit.ly/3IqnKca *Learn more about TRIPPS here 📲 https://bit.ly/4cH61dJ #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping

As a business owner, you're pulled in countless directions. Marketing, strategy, finance, and customer service – all while trying to keep your eye on the bigger picture. It can become an overwhelming balancing act. So, where should you focus your energy to maximize your chances of success? Our Founder, Eric Weynand, provides three key areas where you can prioritize your energy for success in our NEW blog. Read it here ➡️ https://bit.ly/3W4miUD #PlotPath #finance #accounting #entrepreneur #cashflow #businessowner #financetools #bookkeeping #cfoservices #financialreporting #BusinessBookkeeping