Our Services

At Pathfinder Accounting, we specialize in delivering flexible accounting services tailored to meet your business needs. As your business grows and evolves, our dedicated team ensures your accounting services adapt seamlessly, providing continuous support and solutions. We're here to help you navigate the path to financial success with personalized strategies that mature alongside your business.

Comprehensive Accounting Services

At Pathfinder Accounting Services, we’re your trusted guide on the financial trail. We take care of the numbers and handle the essential yet tedious tasks, so you can stay focused on charting your course for business growth. With us, you'll never feel lost in the financial wilderness—we’ll help you stay on the right path. Our comprehensive services include:

Bookkeeping Services:

  • Accounting system setup

  • Daily transaction recording

  • Accounts payable & receivable processing

  • Payroll processing

  • Bank and credit card statement reconciliation

  • Accounting cleanup

Financial Reporting:

  • Monthly, quarterly, and annual financial statements

  • Cash flow analysis

  • Custom managerial reports

We handle the "boring stuff" like data entry and reconciliation, so you can focus on moving your business forward. Let Pathfinder Accounting Services be your guide, lighting the way to financial clarity and success. Whether you're just starting or are on a well-established path, we'll ensure your finances are always in good shape to help you reach your destination.

Empowering Your Business with Smarter Operations

At Pathfinder Accounting Services, we believe efficient operations are the foundation of lasting success. Our Business Process Development Services are designed to simplify and strengthen your company’s internal systems, freeing you to focus on what you do best — growing your business. Whether you’re a startup establishing your operations from the ground up or an established business seeking to refine your processes, we offer expert guidance every step of the way.

Our Services Include:

Financial Process Optimization

  • Cash Management and Budgeting for better financial control

  • Project Budgeting to keep initiatives on track and within scope

  • Purchase Processing to ensure transparency and accountability

  • Accounting System Setup customized to fit your business operations

  • Operational Support

  • Employee Management and Payroll Processing to keep your workforce running smoothly

  • HR Policy Development in collaboration with legal advisors, including compliant employee handbooks

  • Operational Frameworks to streamline daily activities and boost productivity

Strategic Guidance

  • Entity Setup Support with trusted partners for establishing legal entities like trusts to protect your business interests

  • Basic Accounting Guidance and Education to help business owners and employees understand and manage daily financial tasks effectively

  • Internal Controls and Best Practices to reduce risk and enhance operational resilience

With Pathfinder Accounting Services, you'll have a reliable partner committed to strengthening your operations and simplifying your processes. Let’s navigate your path to operational excellence together.

Compliance Support

At Pathfinder Accounting Services, we’re your trusted partner in navigating the complexities of tax and regulatory compliance. Our Compliance Support Services are tailored to help small businesses stay organized, informed, and compliant throughout the year. From ensuring accurate tax reporting to providing critical financial reports, we’ve got you covered.

We collaborate closely with our trusted partner, Robert Williams, CPA at Williams Accountancy, who brings over 30 years of experience in tax accounting. Robert specializes in providing comprehensive tax strategies and solutions for individuals, corporations, estates, trusts, and exempt organizations. With his extensive knowledge and hands-on approach, we ensure your tax strategy is optimized, compliant, and aligned with your business goals.

Additionally, we work with experienced legal advisors to help your business remain compliant with HR law, trust management, and corporate governance. Whether you need reports for banks, insurance companies, or other stakeholders, we’ll ensure your financial information is accurate and well-prepared.

Our Compliance Support Services Include:

  • Tax Preparation and Reporting Support

  • Year-end financial reports for tax preparation

  • Coordination with the tax accountant throughout the year for a smooth year-end process

  • 1099 preparation and filing for contractors and vendors

  • Sales tax reporting and filing

  • Property tax tracking and reporting

  • Business personal property tax reporting

  • Estimated tax payment tracking and assistance

Miscellaneous Compliance Reporting

  • Bank covenant reporting

  • Debt compliance monitoring

  • Preparation of additional reports as needed for lenders, insurers, or other regulatory bodies

With Pathfinder Accounting Services by your side, you'll have confidence knowing your compliance needs are handled with accuracy and care.