We offer lead or fractional accounting services that deliver strategic financial oversight, support internal processes, and ensure your statements are accurate, compliant, and decision-ready.
We specialize in preparing timely, GAAP-compliant financials. Our team handles daily transactions, accounts payable, receivable, and fixed assets, while helping you track project profitability with clarity.
Payroll is complex and time-consuming, affecting both compliance and employee satisfaction. We manage filings and deposits precisely so you can stay focused on business growth.
Partner with us to strengthen your financial strategy. Our experience in business economics allows us to design and execute custom plans that support long-term success.
(30-minute call)
(30-minute call and email)
(email)
(30-minute call and email)
(email)
(scheduled meeting, 60 minutes)
(email, scheduled meetings, calls)
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Bookkeeping
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Reconciliation
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Tax-Ready Financials
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Monthly Management Reports
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Dedicated Account Manager
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Email Support
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Everything in Premier
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Payroll
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Quarterly Payroll Tax Filing
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Direct Deposit
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Monthly 1 Hour Review of Financials
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12 Month Cash Flow Projection (provided quarterly)
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Quarterly Financial Review (45 minutes)
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Everything in Elite
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Monthly 2-Hour Review of Financials
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W-9 Collections
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Financial Insights Analysis
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12 Month Cash Flow Projection (provided quarterly)
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Quarterly Forecasting
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Annual Budgeting
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Quarterly KPIs / Insights Review
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Meticulous Historical Record Reconstruction
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Reconcile all accounts
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Accounts Payable
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Accounts Receivable
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Bank Accounts
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Credit Cards
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Perform audit of existing bookkeeping records, address past errors
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Capture historical receipts and payments
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Catch-up/resolve Sales Tax or Payroll Tax issues
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Auto
Legal
Computer/Software/ Consulting
Design/Architecture/ Engineering
Financial Services
Mortgage Brokers
Hospitality
Insurance/Brokerage
Medical/Dental/Health Service
Real Estate/ Developers
Restaurants
Salon/Beauty/ Barbershops
We streamline daily financial processes like reconciliations, accounts payable, and expense tracking so your books are always accurate, timely, and ready for decision-making.
Business owners unlock clear, dynamic financial reports and dashboards spotlighting crucial insights like margins, cash flow, and growth opportunities.
We adapt our accounting and advisory services to fit your operations, industry, and goals, with no one-size-fits-all processes, only strategies that make sense for your business.
We create robust internal procedures that slash errors, eliminate oversight, and boost accountability in your finances.
Ready to scale, secure funding, or streamline your finances? We equip your business with powerful data insights and top-tier executive support to conquer future challenges.
Say goodbye to accounting jargon and baffling spreadsheets. We transform numbers into actionable insights, collaborating with you for clarity, alignment, and lasting financial well-being.
From audit readiness to tax strategy, our team ensures your financials meet state and federal requirements, reducing stress and exposure to penalties.
As your business grows, your financial needs change. Our services, from bookkeeping cleanup to strategic CFO guidance, scale with you.
What types of businesses does ClearPath CFO Advisory work with?
We serve small to mid-sized businesses in the legal, construction, healthcare, professional services, and real estate industries in Brooklyn, Queens, the Bronx, and Manhattan.
What services does ClearPath CFO Advisory provide?
We offer accounting, bookkeeping, cleanup, tax preparation, financial reporting, and Fractional CFO support. Services are tailored to match your business goals, size, and stage.
How is bookkeeping cleanup different from regular bookkeeping?
Cleanup fixes outdated, disorganized, or inaccurate records. It’s best for businesses behind on their books or transitioning from another system or provider.
Do I need a Fractional CFO if I already have a bookkeeper?
Yes. A bookkeeper manages transactions. A Fractional CFO offers strategy, forecasting, cash flow guidance, and support for key business decisions.
What accounting software do you support?
We work exclusively with QuickBooks. We help with setup, configuration, cleanup, and reporting to keep your financials accurate and valuable.
What makes your financial reporting different?
We create custom reports and dashboards highlighting key metrics and offering insights to help you plan, forecast, and stay audit-ready.
How do I get started with ClearPath CFO Advisory?
We begin with a consultation to learn about your goals. Then we provide a quote, send an engagement letter, and start onboarding.
How can I contact ClearPath CFO Advisory?
You can reach us by phone or through our website. We can answer questions, schedule consultations, and walk you through the following steps.
