Looking for a new CPA firm for your mid-size business?

We are a perfect match for service businesses with annual revenue of $1M to $10M.

Tax Management + Bookkeeping Services

for mid-size businesses

Included in your monthly subscription service…

Bookkeeping

Financial visibility.

Do you wonder where your revenue is going or if your business is making money? We provide the timely and accurate data each month to make solid management decisions.

Help with business taxes and finances.

Tax Management

Intelligently forecast your taxes.

Still guessing at your upcoming tax bill?
We proactively work with business owners quarterly to optimize their business and personal tax situation.

No more surprises.

CPA communication, quality CPA, business CPA, bookkeeping.

Advisory Calls

It can feel lonely at the top.

Peace of mind that you are supported by an effective team of kind professionals that you can
talk to and trust for help.

Help with taxes for business.

Tax Management + Bookkeeping Services are available strictly to business owners.
A monthly subscription is required.
Pathway does NOT offer tax return preparation as a stand-alone service.

How we support you:

Quarterly tax projections, income tax filings, assistance with tax notices, transaction processing, monthly financial statements, monthly meetings with trusted advisor.

Ready to talk?

Schedule a time to tell us about your business.
Let’s see if we are a match.