Your business is growing, but the financials feel reactive
You're profitable, but decision-making still feels like guessing. You want a forward-looking financial partner — not just a backward-looking accountant.

Most business owners at your stage aren't short on information. They're short on direction.
PrimePath Advisory exists for the founder who is already profitable — scaling, seeking investment, or planning an exit — and needs a financially strategic advisor in their corner, not another report to interpret alone.
You're profitable, but decision-making still feels like guessing. You want a forward-looking financial partner — not just a backward-looking accountant.
Scaling, bringing on investors, or planning an exit — these moments demand financial strategy, not just compliance. You need someone who can think through the implications with you.
Your bookkeeper handles transactions. Your CPA handles taxes. But nobody is helping you think strategically about where the business is going — and how money gets you there.
If any of these sound relatable, schedule a discovery call with Mary so that we can get you and your business on the right track.
Ongoing CFO-level support without the full-time cost. Built for business owners who need financial leadership embedded in their decision-making — not just at tax time.
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For business owners navigating growth, transition, or an upcoming raise or exit. A focused advisory relationship built around your specific inflection point.
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A focused, time-bound engagement for specific financial challenges — pricing restructure, financial model buildout, or preparing your business financials for a major next step.
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