YOU’RE THE BRAINS AND THE BRAWN BEHIND YOUR BUSINESS.

Time to offload what’s dragging you down, starting with that blank budget document.

Let’s do this

service-based-businesses

YOU’RE A PRO AT WHAT YOU DO

Delivering a great professional service is one thing, but having the numbers nailed is another – and missing that piece could be holding your business back.

Don’t panic, we’re not here to bore you with generic
accounting jargon.

We work with consultants, designers, coaches, attorneys, creative entrepreneurs, and self-employed business owners ready for a financial strategy built for them.

Because here’s the truth – we know how hard you’re working. We see your triumphs and your struggles. You just need a little help getting on the right path.

You’re stuck, not failing.

WE SEE YOUR SEARCH HISTORY — AND WE’VE GOT ANSWERS.

How to manage small business cashflow?

For service-based businesses, uneven income isn’t unusual. What matters is knowing how to plan for the gaps.

By forecasting what’s ahead, you’ll know what you can spend, what to hold, and how to stay liquid even when client payments lag.

How do I actually track my business finances quickly?

We help businesses like yours move beyond the spreadsheet sprawl. With smart systems in place, you’ll finally see which projects are actually profitable.

Stop guessing, start prioritizing, and breeeeeathe…

Best way to track billable hours as a self-employed professional?

We help self-employed whizzes like you track billable hours without the mess.

No more manually tracking logs, no more missed minutes, no more invoicing delays.

When should I hire my first employee?

We’ll help you recognize when growing your team is a smart financial decision.

It’s scary to stop running solo, but soon you’ll be forging fresh paths ahead.

Do I need a bookkeeper or a CPA to help with tax?

Your bookkeeper keeps a record of the past, but we’ll help you look ahead.

You’ll know exactly what upcoming tax changes mean for your business, so you’re never caught off guard.

FIND YOUR PATH. IT’S TIME TO FOLLOW THE WOLF

You’ve got income, but no idea if you’re making any money. You feel the weight of doing it all, and it’s exhausting.

We help you make sense of your numbers. What’s coming in from your clients, what’s going out, and what’s keeping you from being truly profitable.

This isn’t a solo trek anymore.

We’ve packed the supplies and scouted the route — you’re not in this alone.

Let’s do this

GET YOUR BUSINESS FINANCES UNSTUCK

You’re here because you’re already thinking, “will an accountant actually help me figure out what’s going wrong?”

Your calendar is full of client meetings, internal debates on whether or not you can afford to hire another employee, and one too many late-night spreadsheet sessions.

You need someone to roll their sleeves up, dig into your numbers, and show you what’s holding you back.

That’s what we’re built for.

FIND THE PATH YOU’VE BEEN SEARCHING FOR

With so many options ahead of you, handling your accounts feels like trying to hike a mountain without a trail map. How do you know which is the right route?

That’s where the Pathfinder Scorecard comes in.

Get personalized and instant insights into your finances, team & support, systems & operations, and personal well-being & time.

You’ll receive practical no-BS advice straight to your inbox. Enough wandering in circles, it’s time to take the next step forward with confidence.

Find your path

WHEREVER YOU’RE AT IN YOUR FINANCIAL JOURNEY — WE’LL MEET YOU THERE.

Whether you’re a small business in South Carolina, a solo consultant, a high-impact coach, a boutique legal firm, or a creative entrepreneur who is tired of going it alone, we’re here to help you find the best route forward.

Discover where you're stuck Let’s do this