Get Started With the Preparation Path
The Preparation Path gives service-based business owners different ways to build a financial foundation and understand how the financial side of the business works.
Find the level of support that fits your business.
Learn About the Preparation Path
Build your understanding of the financial concepts, responsibilities, systems, and routines that support a strong financial foundation.
Use free articles, courses, and other educational resources to learn how the financial side of your business works.
Apply the Preparation Path Yourself
Use tools and resources to begin putting the Preparation Path into practice on your own.
Build your financial system, track your business activity, and develop the processes you need to manage your finances throughout the year.
DIY Resources-Coming Soon
Work With a Professional
Get professional financial and tax support through Pathway Professional Services.
Explore the Preparation Path service, schedule a one-on-one Evaluation, or begin with a Financial Review.
Already a Preparation Path Client?
Access the Financial Tracker, tutorials, and client resources included with your service.