Discovery Call

We offer a premium, uncommon relationship
strictly with business owners.

  • A brief scheduled time to talk to see if our services, pricing, and values match your business needs and goals before engaging in services.

  • Actually, you’ve just described a Discovery Call.

    Simply put, a Discovery Call is brief scheduled time to talk us to see if our services, pricing, and values match your business needs and goals before engaging in services.

  • Owners of small and medium size businesses find our services valuable to their success.

    Although we engage with businesses of all sizes and types, Pathway CPA Group is a best match for a service-based business with at least two years of established history and annual gross revenue between $1 million and $10 million.

Learn about our Service Plans & Pricing.

Let’s get to know your business…

Discover.Schedule a Discovery Call.

Book a Call.

Provide some basic info below to see if we are a match, then we’ll talk.

Step 1
Choose.Your choice…a la carte services or secure your membership.

Get a Quote.

Receive a custom quote for your unique business needs.

Step 2
Upload.Share your data & documents using our Client Portal…then get back to doing what you enjoy.
Step 3

Gain a Team.

Continue your adventure on the path together.

Let’s get to know your business…

Existing Client?

To book an Advisory Call,
log into your Client Portal.