About Us
Professional Accounting Services in California, Georgia, Texas and New York.
At ClearPath CFO Advisory, we provide Accounting, Fractional CFO and Bookkeeping Services tailored for small to medium-sized companies. ClearPath originated from our experience as business owners. With over 22 years of QuickBooks and business experience, we are attuned to the needs of business owners. We know the value of accurate and timely bookkeeping services. We know the frustrations when these systems fail, we seek to bring to businesses the tailored accounting solution we wish we had.
Let us handle your books so you can focus on building your business with confidence.
- Accounting. We provide expert accounting services to ensure your financial records are precise, tax ready, and fully optimized for growth to help you make informed decisions and stay on top of your financial health.
- Bookkeeping. From managing bank feeds to handling invoices, payments, and accounts payable, we take the stress out of bookkeeping, and ensure your financial records are accurate, up-to-date, and fully compliant, so you can focus on growing your business.
- Fractional CFO-Services. Whether you need financial planning, investor reporting, KPI tracking, forecasting, or profitability analysis our experienced CFOs help you make data-driven decisions that drive business growth.
- Payroll. From payroll calculations to tax withholdings, direct deposits, and benefit administration, we handle all aspects of payroll, ensuring your employees get paid on time and your business stays aligned with labor laws and tax regulations, so you can focus on growth.
Our Core Values
We treat our clients like our colleagues (and expect the same in return) with:
Integrity
We are honest and choose the path of integrity in all business transactions and dealings.
Mutual Respect
We treat individuals with respect and dignity.
Teamwork
We work together as a team to benefit our clients.
Fairness
We deal fairly with customers, suppliers, partners, and colleagues.
Ethically
We act ethically in every business context.
Communication
We share information effectively with each other but also know how to protect the confidentiality of your information.
Our Onboarding Process
(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.
(30-minute call and email)
We issue you a quote.
(email)
We finalize the quote and, once it’s accepted, we move onto the next phase.
(30-minute call and email)
We’ll provide you with an Engagement Letter.
(email)
Once the letter is agreed upon, you’ll return to us the signed Engagement Letter.
(scheduled meeting, 60 minutes)
We’ll meet to configure your QuickBooks account and gain access to all data.
(email, scheduled meetings, calls)
We’ll continue ongoing communications and check-ins based on the level of service requested.
Sectors We Serve

Computer/Software/Consulting

Design/Architecture/Engineering

Financial Services

Mortgage Brokers

Hospitality

Insurance/Brokerage

Legal

Medical/Dental/Health Service

Real Estate/Developers

Retail

Salon/Beauty/Barbershops

Valuations
And Many More!
A Few of the California
Locations We Serve
Locations Serviced
A Few of the New York
Locations We Serve
Locations Serviced
Expert Guidance for Long Term Business Success
