Monthly Bookkeeping – Pathway CFO and Bookkeeping

MonthlyBookkeeping

We Serve

Bookkeeping services that simplify your life

Startups and small businesses understand the importance of bookkeeping but often find that hiring an in-house team isn’t cost-effective. That’s where we come in—let us take the burden of monthly accounting off your shoulders so you can focus on what matters most: growing your business.

Chart of Account Customization

We offer tailored chart of accounts customization to align your financial structure with your business’s unique needs. By organizing and categorizing your accounts effectively, we provide a clear financial overview that simplifies reporting, ensures compliance, and supports strategic decision-making.

Financial Statement Preparation & Reporting

Our Financial Statement Preparation & Reporting service ensures your business has accurate, timely financial statements for informed decision-making. We handle the creation of balance sheets, income statements, and cash flow reports, providing clear insights into your financial health and helping you stay compliant with industry standards. Can customize to your specific needs.

Payroll Services

Our Payroll Services take the hassle out of managing employee compensation. We ensure accurate and timely processing of wages, tax withholdings, and benefits, while staying compliant with all regulatory requirements. Focus on your business while we handle the complexities of payroll, so your employees are paid correctly and on time every time.

Monthly Bank & Credit Card Reconciliation

Our Monthly Bank & Credit Card Reconciliation service ensures your financial records are accurate and up-to-date. We meticulously match your bank and credit card statements with your internal records, identifying discrepancies and resolving issues quickly. This service provides peace of mind, helping you maintain a clear and accurate financial picture for better decision-making.

Weekly Accounts Payable & Accounts Receivable

Our Accounts Payable (AP) and Accounts Receivable (AR) service ensures your business stays on top of its cash flow. We handle timely bill payments to vendors and accurate invoicing for your clients, helping you maintain strong financial relationships while reducing administrative burdens. Stay organized, avoid late fees, and get paid faster with our efficient AP and AR management.

Weekly Bookkeeping and Data Entry

We provide meticulous weekly bookkeeping and data entry services to keep your financial records accurate and up-to-date. From organizing transactions to maintaining your ledgers, we ensure everything is ready for seamless reporting and analysis, giving you more time to focus on growing your business.

Weekly Bookkeeping and Data Entry

Bi-Weekly / Monthly Meetings

Our Bi-Weekly / Monthly Meetings provide dedicated time to review your financial progress, discuss key insights, and plan for the future. Whether it's tracking performance, addressing concerns, or adjusting strategies, these meetings ensure you stay aligned with your business goals and have the support you need to make informed decisions.

WHY HIRE US

You're partnering with a team dedicated to managing your finances efficiently and effectively

How Can My Business Benefit from Pathway?

Expertise & Accuracy: Our team has the knowledge and experience to ensure your financial records are meticulously managed, giving you confidence in your numbers.
Time-Saving: By outsourcing these services, you free up valuable time to focus on growing your business, while we handle the financial complexities.
Customized Solutions: We tailor our services to fit your unique business needs, whether it's bookkeeping, payroll, or financial reporting, ensuring that everything is aligned with your goals.
Compliance & Security: We stay up-to-date with the latest regulations and ensure your business remains compliant, reducing the risk of penalties and financial errors.
Clear Financial Insights: Our services provide you with a comprehensive view of your financial health, helping you make informed decisions that drive business success.
Reliable Support: With regular meetings and consistent communication, we’re always available to address any questions or concerns, providing ongoing support as your business grows.

How it Works

Due Diligence

We conduct a thorough assessment for each client request to ensure alignment with your values, goals, and capacity.

Onboarding Process

Our onboarding process ensures a seamless start by assessing your needs, aligning on goals, and establishing clear communication for a strong partnership foundation.

Assessment

We assess a variety of factors, such as the complexity of your financial operations, the volume of transactions, the level of service required, and the specific goals of your business. By considering these elements, we create a customized pricing plan that ensures you receive the right level of support at a cost that makes sense for your business. Whether you're a startup or an established company, our approach ensures that you get the most value for your investment.