Built by Business Owners for Business Owners

Reliable Accounting Built for Your Business

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

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bookkeeping services for small business
About Us

Empowering Business Owners Through Financial Clarity

At ClearPath, we transform the financial landscape for small to medium-sized businesses with our expert accounting, advisory, bookkeeping, fractional CFO, and payroll services. Based in Brooklyn, NY, we proudly support local businesses with practical and personalized solutions. Born from our entrepreneurial challenges, we deliver precise and timely services tailored to the unique needs of business owners. We understand the critical importance of reliable systems and are dedicated to providing the customized support we once longed for ourselves. Let us be your partner in navigating financial success with confidence and clarity.

Services We Offer

Tailored Accounting Solutions for Your Business

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Accounting

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.

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Bookkeeping

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.

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Payroll

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.

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Fractional CFO Services

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.

Working With Us

Our Process and the Accounting Cycle

At ClearPath CFO Advisory, we work alongside small to medium-sized business owners and accounting and bookkeeping firms ready to take control of their finances. Our approach is rooted in real-world experience as former entrepreneurs, which means we understand your daily operational and financial pressure.

We deliver reliable accounting, bookkeeping, fractional CFO support, and bookkeeping cleanup services tailored to your business stage. A dedicated team of experienced professionals guides every process, prioritizing accuracy, clarity, and timely communication.

With over 22 years of hands-on accounting and QuickBooks expertise, we ensure your financial systems are built for today’s operations and tomorrow’s growth. You get practical, strategic support, not just reports, so you can confidently lead your business.

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Our Onboarding Process

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STEP 1
Exploratory call

(30-minute call)

ClearPath CFO Advisory will uncover your goals and needs in our first meeting. We’ll assess compatibility while you provide key metrics to craft a tailored quote.

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STEP 2
Quote to Client

(30-minute call and email)

We issue you a quote.

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STEP 3
Quote Acceptance

(email)

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

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STEP 4
Engagement Letter to Prospective Client

(30-minute call and email)

We’ll provide you with an engagement letter.

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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 6
Onboarding

(scheduled meeting, 60 minutes)

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

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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

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

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Real Estate/ Developers

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Restaurants

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Salon/Beauty/ Barbershops

And Many More!

Why Businesses Choose ClearPath CFO Advisory to Strengthen Their Financial Operations

At ClearPath CFO Advisory, we transform financial chaos into clarity. Our expert team refines workflows, enhances reporting efficiency, and minimizes manual tasks, empowering you to accelerate your business growth confidently. Here’s how we make it happen:

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.

Learn More with Us!

Accounting Knowledge Center

Your Guide to ClearPath CFO Advisory: Frequently Asked Questions

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.

Streamline Your Finances With Expert Support This Week

Spend less time chasing numbers and more time leading your business. ClearPath CFO Advisory helps you clean up your books, improve clarity, and prepare for whatever comes next.

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Contact Us Now for a Free Consultation

Expert Guidance for Long Term Business Success



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