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KAW Solutions 
Customer Success Story

Company Overview

Kimberly Wolfe is the owner of KAW Solutions and offers bookkeeping services to small businesses in many industries.

It has always been a mission of KAW Solutions to better educate their clients on what numbers mean and how they can use them to make beneficial business decisions.

The Problem

Kimberly Wolfe at KAW Solutions has owned her bookkeeping business for 15 years and wants to better educate their clients on what numbers mean and how they can be used to grow the business.

Kim Wolfe

“I’ve been looking for a tool like Path for years.  We’re a large bookkeeping firm and I’ve wanted a tool to help our clients use their financial data for more than just filing a tax return or requesting a loan.  We wanted a tool to help them grow and understand how they are doing compared to industry standards.  Glad I finally found Path!”

The Solution

Kimberly implemented Path into her business and determined that these features interested her most when trying to solve her problem:

  • Data Mash & Analysis
  • Industry Comparison

The Result

These features made it easier for KAW Solutions clients to dive deeper into their financial metrics and make decisions that will grow their business.

Data Mash calculations and real-time analysis allow advisors and their clients to have a deep understanding of their business and what will make their business grow. 

Industries Served

  • Professional Accounting Services
  • Electricians
  • Plumbers
  • Dentists
  • Lawyers
  • Chiropractors
  • Heating and Air Conditioner
  • Doctors
  • Landscapers
  • Auto Body Shops
  • Non-Profit Organizations
  • Real Estate/Business Brokers
  • General Business Contractors

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