OUR MISSION
We're about more than just numbers,
we're dedicated to building meaningful connections and delivering personalized results
Our Values
Integrity
Integrity is the foundation of our business. We believe in honesty, transparency, and ethical conduct in all aspects of our work.
Empowerment
We empower our clients with the knowledge, tools, and confidence they need to achieve their goals.
Commitment
We are all in this together. Our commitment to our clients and partners is unwavering.
Excellence
We strive for excellence. We set high standards and aim to exceed expectations at every opportunity.
Collaboration
Collaboration is key. By working together, we leverage our collective expertise and amplify our impact.
Authenticity
Our commitment to forging genuine connections and providing personalized service is at the heart of what we do.
Your partner in strategic financial management
Our Story
Kathleen Roth is the driving force behind Bay Road. With over two decades of global professional experience across diverse industries, including Software as a Service (SaaS), travel, manufacturing, and agency, Kathleen brings a wealth of experience and expertise to the table.
Kathleen's in-depth knowledge, passion for collaboration, and deep understanding of business drivers make her the go-to person for turning business challenges into opportunities. A true bridgebuilder, Kathleen is dedicated to ensuring executives make informed decisions that drive growth and success.
At Bay Road, Kathleen's vision is clear: to provide personalized financial guidance beyond numbers, forge meaningful connections, and deliver tangible outcomes for clients. With Kathleen at the helm, Bay Road is more than just a consultancy, it's a trusted partner in your financial journey.
Get in Touch
Contact us today to schedule a consultation and discover how Bay Road can help you achieve your financial goals.