Bookkeeping Services for Startups

Focus on scaling your business while we keep your finances in order.

Smart Financial Support
That Helps Startups Thrive

At ClearPath CFO Advisory, we provide reliable bookkeeping for startups in Brooklyn, NY, giving founders the freedom to concentrate on growth instead of daily financial tasks. Our team manages reconciliations, payroll, expense tracking, and reporting to keep records accurate from day one. By organizing your books and offering insights into cash flow, we provide the structure needed to make informed business decisions. With over 22 years of QuickBooks expertise, we help ensure compliance, reduce costly errors, and prepare you for tax season without added stress. Partnering with ClearPath CFO Advisory means gaining accurate data, greater financial clarity, and the foundation for sustainable long-term success.

Helping Founders Build Strong Financial Foundations

Launching a startup is exciting, but managing finances without the right support can quickly become overwhelming. New businesses often struggle with keeping receipts organized, reconciling accounts, and preparing reports for investors or lenders. Without reliable bookkeeping, mistakes pile up, deadlines are missed, and growth opportunities slip away. These challenges distract entrepreneurs from what matters most: building and scaling their company.

At ClearPath CFO Advisory, we understand the unique challenges startups face because we have been in your position. From our Brooklyn, NY office, we proudly serve businesses throughout Queens, Manhattan, the Bronx, Staten Island, and Yonkers. Our bookkeeping services are designed to simplify financial management, reduce errors, and keep records accurate so startups can operate with confidence.

We use QuickBooks to maintain up-to-date books, manage payroll, and track expenses while delivering reports that provide clear visibility into cash flow and profitability. With over 22 years of financial expertise, our team offers both structure and insights that help new businesses plan smarter and grow stronger.

Whether you are preparing for fundraising, scaling operations, or staying compliant, we deliver the clarity that allows you to focus on strategy instead of spreadsheets. Schedule your free consultation today and discover how our services can help your startup succeed.

Why Startups Partner With Our Bookkeeping Experts

ClearPath CFO Advisory knows that startups need more than basic bookkeeping. They require accurate records and forward-looking insights to support rapid growth. Our services cover account reconciliations, payroll management, expense tracking, and timely reporting, all designed to give startups a financial advantage.

We use QuickBooks to keep your records accurate and accessible, ensuring reliable data for investors, tax planning, and day-to-day decisions. By reducing errors and keeping financial information organized, we help startups avoid costly mistakes that can hold back growth.

Through our partnership with a trusted Tax Law Group, we also provide free assessments for credits and incentives such as R&D tax credits and Section 125 Plans. This allows startups to maximize savings with no upfront cost. Combined with our bookkeeping expertise, this approach creates more resources you can reinvest into building your business.

What sets us apart is our proactive strategy. Beyond managing the books, we highlight trends in cash flow and expenses so founders can plan with confidence. Whether you’re launching a new venture or preparing to scale, our insights ensure financial clarity at every stage.

With more than 22 years of experience, we are trusted by businesses throughout Brooklyn, NY, Queens, Manhattan, and nearby areas. Startups choose ClearPath CFO Advisory because we simplify bookkeeping, safeguard profits, and provide a foundation for sustainable growth. When you work with us, you gain more than accurate records; you gain a dedicated partner committed to your success.

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Professional Bookkeeping Packages

Bookkeeping Packages & Pricing

Premier

Starting at $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

Starting at $725/mo

  • cfo consulting services Everything in Exclusive
  • cfo consulting services Payroll
  • cfo consulting services Quarterly Payroll Tax Filing
  • cfo consulting services Direct Deposit, W2's and 1099s
  • 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

Starting at $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

Starting at $500/mo

  • 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 & Payments
  • cfo services consulting Catch-up/Resolve Sales Tax or Payroll Tax issues
Our Services

Bank Feeds & Transaction Processing

Accurate financial management begins with properly handling transactions. Our team manages your bank feeds, categorizes transactions, and ensures that every dollar is accounted for with precision and consistency. By automating transaction matching and reconciliation, we eliminate manual errors, improve efficiency, strengthen compliance, and give you real-time insight into your cash flow. This streamlined process provides business owners with confidence that their financial data is always accurate, up to date, reliable, and ready for smarter decision-making and long-term planning.

Key Benefits:

  • Automated bank feeds for real-time accuracy.
  • Reduce manual data entry errors.
  • Ensure every transaction is categorized correctly.

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Our Services

Accounts Receivable & Invoicing

Are you tired of spending valuable time chasing down payments, tracking outstanding invoices, and managing overdue accounts that slow your cash flow? Our expert team manages your accounts receivable with precision and consistency, ensuring invoices are created accurately, sent on time, and tracked properly. We also monitor payment statuses, follow up on overdue balances, and provide clear reporting so you always know where your receivables stand. With our reliable bookkeeping services for startups, you can improve collections, reduce costly delays, minimize bad debt risks, and maintain steady cash flow. This allows your startup to gain the financial stability it needs to grow, while freeing your time to focus on scaling operations and building stronger client relationships.

Our Services Include:

  • Creating and sending professional invoices.
  • Tracking outstanding payments.
  • Reducing late payments and improving cash flow.

Our Services

Payment Processing & Undeposited Funds Management

Managing payments and undeposited funds is crucial for maintaining accurate records. At ClearPath CFO Advisory, we specialize in bookkeeping for startups, ensuring that all payments are meticulously tracked, recorded, and reconciled correctly. By keeping undeposited funds organized and eliminating errors, we provide clarity, prevent financial confusion, and help you stay on top of your cash flow. Our accounting services for small businesses can streamline the process of managing your finances so you can focus on growing your startup with confidence.

We Help You:

  • Track all received payments with accuracy.
  • Properly manage undeposited funds.
  • Reconcile transactions flawlessly.

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Our Services

Bank Deposits & Reconciliation

Accurate bank reconciliation is a crucial step in maintaining reliable financial records for startups. Even small discrepancies between your bookkeeping and bank statements can lead to reporting errors, cash flow issues, or compliance concerns. At ClearPath CFO Advisory, our accounting team takes a thorough approach to ensure every bank deposit is recorded correctly and reconciled against your statements. This process not only prevents costly mistakes but also provides you with a clear, real-time picture of your startup’s financial health. By maintaining accuracy and consistency, we help small businesses avoid unnecessary stress and stay prepared for audits, tax filings, and strategic planning.

What We Do:

  • Record deposits accurately in your accounting system.
  • Match transactions to your bank records.
  • Identify and resolve any inconsistencies.

Our Services

Accounts Payable: Bill Entry & Payments

Managing accounts payable goes beyond just paying bills. It is about creating a reliable process that ensures vendors are paid on time, cash flow remains steady, and your business avoids unnecessary fees. At ClearPath CFO Advisory, we handle every part of the process, from entering invoices into the system to monitoring due dates and scheduling payments. Our goal is to provide accuracy, timeliness, and peace of mind so you can maintain strong vendor relationships while keeping your financial operations running smoothly. By trusting us with your accounts payable needs for startups, you reduce the risk of missed deadlines, gain better visibility into your expenses for small businesses, and free up valuable time to focus on business growth.

Our Process:

  • Enter and track vendor bills efficiently.
  • Set up payment schedules for on-time payments.
  • Avoid late fees and maintain strong vendor relationships.

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FAQS

Frequently Asked Questions

Why do startups need professional bookkeeping support?

Startups are often moving fast, juggling limited resources, and focusing on building products, teams, and customers. Without professional bookkeeping, financial records can easily fall behind, leading to errors, missed deadlines, or inaccurate reporting. Accurate books are vital for understanding cash flow, tracking investor funds, and ensuring compliance with tax laws. With professional support, founders can rely on organized records that reflect the true health of their business, giving them confidence when making strategic decisions or presenting to investors.

What bookkeeping tasks do you handle for startups?

We provide complete financial management tailored to startups. Our services include reconciling bank and credit card accounts, recording daily transactions, handling payroll, managing accounts payable and receivable, and preparing monthly or quarterly reports. We also implement and optimize QuickBooks, giving you real-time access to accurate financial data. Beyond the basics, we offer insights into expense trends, cash flow projections, and budget planning so your leadership team can stay focused on growing the business rather than worrying about spreadsheets.

How can bookkeeping help prepare my startup for investors?

Investors look for transparency and credibility. They want to see accurate, timely financial statements that reflect how money is being spent and whether the business is on track for growth. Professional bookkeeping ensures your reports are consistent and investor-ready, covering key areas like revenue recognition, expense categorization, and cash burn rates. With reliable books, you can answer investor questions with confidence, improve your chances of securing funding, and build trust with stakeholders who expect financial discipline from the very beginning.

Can you clean up the records if my startup is behind?

Yes. Many startups get caught up in operations and put off bookkeeping until it becomes overwhelming. Our team specializes in catching up on books that are months or even years behind. We correct errors, reconcile accounts, and rebuild financial records so you start fresh with accurate data. Once we bring your books current, we set up processes in QuickBooks to ensure everything stays accurate going forward. This not only eliminates stress but also provides a clean foundation for taxes, audits, or future investor reporting.

How often will I receive financial reports?

We typically provide monthly or quarterly financial reports, but we tailor the schedule to your needs. Reports include detailed profit and loss statements, balance sheets, and cash flow statements. These insights give founders a real-time understanding of how much money is being earned, spent, and reinvested. For startups, where every dollar counts, having regular reports is critical. It allows you to adjust budgets, plan for upcoming expenses, and demonstrate financial responsibility to investors or lenders who want to see clear performance metrics.

Will professional bookkeeping save my startup money?

Yes. While bookkeeping may feel like an expense, it actually protects your startup’s bottom line. Proper bookkeeping helps identify unnecessary costs, ensures deductions and credits are tracked, and reduces the risk of penalties from errors or missed filings. Accurate data also prevents poor financial decisions that come from incomplete information. In the long run, having professional support saves both time and money by reducing mistakes, keeping you compliant, and freeing up resources to focus on building revenue.

Can bookkeeping services help with tax planning?

Absolutely. Bookkeeping and tax planning go hand in hand. Organized financial records ensure that all expenses are tracked properly, which makes identifying deductions easier. We work with startups to prepare for tax season throughout the year, not just at year-end. This includes categorizing expenses, managing payroll records, and keeping accounts reconciled. Accurate bookkeeping supports strategic tax planning by reducing liabilities, uncovering credits like R&D incentives, and ensuring your startup remains compliant with IRS and state requirements while also freeing up cash for reinvestment.

Do you use QuickBooks for startup bookkeeping?

Yes. QuickBooks is our preferred bookkeeping platform, and we have over 22 years of experience using it to support businesses. For startups, QuickBooks offers flexibility, accuracy, and real-time access to financial data. We set up accounts correctly from the start, integrate bank feeds, and customize reporting to suit your unique business needs. Whether you need help with QuickBooks Online for cloud-based access or QuickBooks Desktop for localized systems, we provide ongoing support to ensure your financial records remain organized, consistent, and investor-ready.

Is bookkeeping important if my startup is not profitable yet?

Yes, bookkeeping is just as important during the early stages when profitability is still out of reach. Startups often rely on outside funding, and investors want to know how money is being spent. Accurate records help track your burn rate, manage cash flow, and ensure compliance with tax regulations, even before revenue grows. By establishing strong bookkeeping practices early, you create a financial foundation that will support scaling, help you anticipate future funding needs, and keep your business on track for long-term success.

How can I get started with ClearPath CFO Advisory?

Getting started is simple and designed to be stress-free. Schedule a free consultation, and our team will review your startup’s current financial setup, identify challenges, and highlight opportunities for improvement. We then create a customized bookkeeping plan tailored to your stage of growth and industry needs. Whether you require full-service support, QuickBooks setup, or catch-up services, our team ensures your startup has accurate records, clear insights, and the confidence to move forward. With ClearPath CFO Advisory, you gain more than bookkeeping; you gain a partner committed to your success.

Gain Financial Clarity and Focus on Growth Today

Let our team handle the details while you concentrate on running your business. We’ll keep your records accurate, your reporting reliable, and your operations stress-free. Schedule your free consultation today and move forward with confidence.

Contact Us Now for a Free Consultation

Expert Guidance for Long Term Business Success



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