Your Partner for Financial Success

We Provide Accounting, Bookkeeping, and Fractional CFO Services

ClearPath CFO Advisory provides modern accounting solutions for businesses. We provide financial information for you to scale your business, minimize taxes and free your time.

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bookkeeping services for small business
About Us

Empowering Your Growth with Strategies

We provide Accounting, Advisory, CFO/Fractional and Bookkeeping Services to small to medium-sized companies. ClearPath originated from our experience as business owners who yearned for accurate and timely bookkeeping services from providers who were attuned to the needs of business owners We have been using QuickBooks for the last 22 years to track the finances for prior businesses owned. As a business owner, seek to bring to other business owner what we yearned for when we used Bookkeeping services We understand what information business owners need to manage and grow their business.

Services We Offer

Tailored Accounting Solutions for Your Business

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Accounting

We can serve as your lead or fractional accountant, who can create financial strategy, implement internal accounting procedures, and prepare adjusted financial statements.

accounting service

Bookkeeping

We are experts in delivering accurate, timely, GAAP-compliant unadjusted financial statements. We manage the day-to-day transactions of all accounts including, accounts payable, accounts receivable and fixed assets. We work with you to create projects to track the profitability of business use cases.

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Payroll

Payroll can be a very complicated and time-consuming task. It takes you away from your prime objective of managing and growing your core business. It affects your bottom line and your employees’ lives. We can take on that burden and you can rest easily that all the important and necessary filings are done accurately and on time.

accounting service

Fractional CFO Services

We partner with you to drive financial strategy by developing and or implementing a strategic plan for your business based on our deep understanding of underlying economics.

Working With Us

Our Process and the Accounting Cycle

We provide Accounting, Payroll, CFO/Fractional and Bookkeeping Services to small to medium-sized companies. ClearPath originated from our experience as business owners who yearned for accurate and timely bookkeeping services from providers who were attuned to the needs of business owner.

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Our Onboarding Process

part time cfo services
STEP 1
Exploratory call

(30-minute call)

In this initial meeting, ClearPath CFO Advisory will identify your goals and needs, together we will determine fit. We ask you to share statistics and metrices that’ll be used to develop your quote.

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STEP 2
Quote to Client

(30-minute call and email)

We issue you a quote.

part time cfo services
STEP 3
Quote Acceptance

(email)

We finalize the quote and, once it’s accepted, we move onto the next phase.

part time cfo services
STEP 4
Engagement Letter to Prospective Client

(30-minute call and email)

We’ll provide you with an engagement letter.

part time cfo services
STEP 5
Engagement Letter from Prospective Client

(email)

Once the letter is agreed upon, you’ll return to us the signed Engagement Letter.

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STEP 2
Onboarding

(scheduled meeting, 60 minutes)

We’ll meet to configure your QuickBooks account and gain access to all data.

part time cfo services
STEP 7
Beyond Onboarding

(email, scheduled meetings, calls)

We’ll continue ongoing communications and check-ins based on the level of service requested.

Professional Bookkeeping Packages

Bookkeeping Packages & Pricing

Premier

$500/mo

  • cfo consulting services Bookkeeping
  • cfo consulting services Reconciliation
  • cfo consulting services Tax-Ready Financials
  • cfo consulting services Monthly Management Reports
  • cfo consulting services Dedicated Account Manager
  • cfo consulting services Email Support
Most Popular

Elite

$725/mo

  • cfo consulting services Everything in Premier
  • cfo consulting services Payroll
  • cfo consulting services Quarterly Payroll Tax Filing
  • cfo consulting services Direct Deposit
  • cfo consulting services Monthly 1 Hour Review of Financials
  • cfo consulting services 12 Month Cash Flow Projection (provided quarterly) 
  • cfo consulting services Quarterly Financial Review (45 minutes) 

Exclusive

$1,200/mo

  • cfo as a service Everything in Elite
  • cfo as a service Monthly 2-Hour Review of Financials
  • cfo as a service W-9 Collections
  • cfo as a service Financial Insights Analysis
  • cfo as a service 12 Month Cash Flow Projection (provided quarterly) 
  • cfo as a service Quarterly Forecasting
  • cfo as a service Annual Budgeting
  • cfo as a service Quarterly KPIs / Insights Review

Bookkeeping Cleanup

Call or email for pricing.

  • cfo services consulting Meticulous Historical Record Reconstruction
  • cfo services consulting Reconcile all accounts
  • cfo services consulting Accounts Payable
  • cfo services consulting Accounts Receivable
  • cfo services consulting Bank Accounts
  • cfo services consulting Credit Cards
  • cfo services consulting Perform audit of existing bookkeeping records, address past errors
  • cfo services consulting Capture historical receipts and payments
  • cfo services consulting Catch-up/resolve Sales Tax or Payroll Tax issues
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Sectors We Serve

Outsourced bookkeeping

Auto

Outsourced bookkeeping

Legal

Outsourced bookkeeping

Computer/Software/ Consulting

Outsourced bookkeeping

Design/Architecture/ Engineering

Outsourced bookkeeping

Financial Services

Outsourced bookkeeping

Mortgage Brokers

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Hospitality

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Insurance/Brokerage

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Medical/Dental/Health Service

accountant for small business

Real Estate/ Developers

accountant for small business

Restaurants

accountant for small business

Salon/Beauty/ Barbershops

And Many More!

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Accounting Knowledge Center

Contact Us now for Free Consultation

Expert Guidance for Long Term Business Success



    cfo as a service