About Us

About Us

Professional Accounting Services in New York & California

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.

Values

Our Core Values

We treat our clients like we do our colleagues (and likewise expect the same from our clients), with:

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Integrity

We are honest and choose the path of integrity in all business transactions and dealings with others.

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Mutual Respect

We treat individuals with respect and dignity.

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Teamwork

We work together as a team to benefit our clients.

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Fairness

We deal fairly with customers, suppliers, partners, and colleagues

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Ethically

We act ethically in every business context.

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Communication

We share information effectively with each other, but also know how to protect the confidentiality of our information.

Our Onboarding Process

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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.

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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 2
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.

Learn More with Us!

Industries We Serve

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Computer/Software/Consulting

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Design/Architecture/Engineering

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Financial Services

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Mortgage Brokers

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Hospitality

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Insurance/Brokerage

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Legal

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Medical/Dental/Health Service

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Real Estate/Developers

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Retail

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Salon/Beauty/Barbershops

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Valuations

And Many More!

A Few of the California
Locations We Serve

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Locations Serviced

A Few of the New York
Locations We Serve

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Locations Serviced

A Few of the Texas
Locations We Serve

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Locations Serviced

A Few of the Georgia
Locations We Serve

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Locations Serviced

Contact Us now for Free Consultation

Expert Guidance for Long Term Business Success



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