Bookkeeping

Struggling to Keep Your Books Organized and Up to Date?

Stay Organized and Confident With Reliable Bookkeeping

Keeping track of your business finances can be overwhelming, but with ClearPath CFO Advisory, it doesn’t have to be. Our expert team ensures your financial records are accurate, current, and fully aligned with accounting standards, giving you clarity, confidence, and more time to focus on growth.

From managing daily transactions to reconciling accounts and streamlining payables, ClearPath CFO Advisory delivers bookkeeping with purpose. More than keeping books tidy, our process helps uncover opportunities, support strategic planning, and ensure you’re ready for what’s next. With clean data and proactive guidance, you can stay focused on growth.

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Why Choose Us

Why Choose ClearPath Accounting for Your Bookkeeping?

Every business faces its own set of financial challenges. That’s why our bookkeeping service is designed to go beyond data entry, delivering accurate records, meaningful insights, and proactive support to help you make confident, growth-focused decisions.

Accuracy &
Compliance

Our experts ensure that every transaction is recorded correctly and complies with accounting standards.

Time-Saving

Solutions

We handle your books so you can focus on running your business.

Technology-Driven

We use top accounting software to automate and streamline bookkeeping tasks.

Custom
Bookkeeping Plans

We tailor our services to fit your specific business needs.

Professional Bookkeeping Packages

Bookkeeping Packages & Pricing

Bookkeeping Cleanup

Call or email for pricing.

Meticulous Historical Record Reconstruction
Reconcile all Accounts
Accounts Payable
Accounts Receivable
Bank Accounts
Credit Cards
Perform Audit of Existing Bookkeeping Records, Address Past Errors
Capture Historical Receipts and Payments
Catch-up/Resolve Sales Tax or Payroll Tax Issues

See Pricing

Premier

$500/mo

Bookkeeping
Reconciliation
Tax-Ready Financials
Monthly Management Reports
Dedicated Account Manager
Email Support

See Pricing

Elite

$725/mo

Everything in Exclusive
Payroll
Quarterly Payroll Tax Filing
Direct Deposit, W2s and 1099s
Monthly 1 Hour Review of Financials
12 Month Cash Flow Projection (provided quarterly)
Quarterly Financial Review (45 minutes)

See Pricing

Exclusive

$1,350/mo

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

See Pricing

Our Bookkeeping Services

Bank Feeds & Transaction Processing

Keeping your financial records accurate starts with processing transactions correctly. We manage your bank feeds, categorize transactions, and ensure every dollar is accounted for. Automated transaction matching and reconciliation will give you a clear picture of your cash flow.

Key Benefits:

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

Our Bookkeeping Services

Accounts Receivable & Invoicing

Are you tired of chasing down payments? We manage your accounts receivable, ensuring that invoices are created, sent on time, and tracked efficiently. Get paid faster and keep your cash flow running smoothly.

Our Services Include:

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

Our Bookkeeping Services

Payment Processing & Undeposited Funds Management

Managing payments and undeposited funds is crucial for maintaining accurate financial records. We handle incoming payments, record them correctly, eliminate discrepancies, and prevent financial confusion.

We Help You:

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

Our Bookkeeping Services

Bank Deposits & Reconciliation

Accurate bank reconciliation helps prevent discrepancies in your financial statements. We ensure all bank deposits are recorded correctly and your books match your bank statements.

What We Do:

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

Our Bookkeeping Services

Accounts Payable: Bill Entry & Payments

Managing accounts payable effectively ensures your bills are paid on time and your vendors are happy. We handle bill entry, tracking, and payments, so you never miss a due date.

Our Process:

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

What Our Customers Say

      
   ClearPath CFO Advisory
   5 Google reviews 
  Write a review 
  
 
 
   
 
 
       Posted on Google  
   
   Solomon Katsman 
 
 
 
 Trustindex verifies that the original source of the review is Google. Lawson provides top-notch bookkeeping and accounting services. He’s organized, dependable, and incredibly knowledgeable. As a referral partner, I trust Lawson completely and confidently recommend him to business owners who want clean books and peace of mind.
  
 
      Posted on Google  
   
   Mike Schulz 
 
 
 
 Trustindex verifies that the original source of the review is Google. What a wonderful experience!. Lawson & his team are friendly, professional, accurate, knowledgeable, and deliver when promised.  What more could you want from a CFO/Accounting/Bookkeeping team.

I would recommend ClearPath without hesitation and in fact I do so at every opportunity.
  
 
      Posted on Google  
   
   Skip Nagel 
 
 
 
 Trustindex verifies that the original source of the review is Google. ClearPath CFO Advisory has been an outstanding strategic partner for my business. Their team combines deep financial expertise with practical, real-world guidance that actually helps owners make better decisions, not just produce reports. They take the time to understand the unique drivers in a business and then translate the numbers into clear, actionable insights.

Their communication is always prompt and professional, and they consistently go above and beyond in supporting our clients. It’s clear they genuinely care about long-term success, not just short-term fixes.

I highly recommend ClearPath CFO Advisory to any business owner looking for a trusted, high-level financial partner who can provide clarity, strategy, and confidence around the numbers.

Skip Nagel   Owner/Founder  CBI
  
 
      Posted on Google  
   
   Edwin Edebiri 
 
 
 
 Trustindex verifies that the original source of the review is Google. Working with ClearPath CFO Advisory over the past few months has been nothing short of transformative. From the very beginning, it’s been a series of wow and aha moments—each one revealing just how deep their expertise runs in bookkeeping, accounting, and overall financial strategy.

Their team brings a level of clarity and insight that goes far beyond standard financial services. They don’t just manage numbers; they actively contribute to business success. They have the ability to break down complex financial data into actionable steps. You can truly feel their commitment to their clients’ growth and success in every interaction.

ClearPath CFO Advisory is more than a service provider—they’re a strategic partner. I highly recommend them to any business looking to gain control of their finances and unlock real value through expert financial guidance.
  
 
      Posted on Google  
   
   Staci Hazeur 
 
 
 
 Trustindex verifies that the original source of the review is Google. What stood out from my introduction to ClearPath CFO Advisory was their clear passion for client success. Learning about their approach was inspiring, and their drive to help businesses thrive financially is empowering. I look forward to partnering with ClearPath soon.

FAQS

Frequently Asked Questions

How do bank feeds improve bookkeeping accuracy?

Bank feeds revolutionize bookkeeping by flawlessly importing and categorizing transactions from your business bank account into your software. This automation slashes manual data entry errors, keeping your records accurate and updated in real-time. With instant syncing, you can effortlessly track income, expenses, and cash flow. Automated feeds quickly spot duplicates or discrepancies, minimizing reporting errors and streamlining reconciliation for a smoother financial operation.

Why is transaction categorization important for my business?

Accurate transaction categorization is crucial for precise financial records, simplifying tax prep, and offering a crystal-clear view of your business’s economic health. Properly sorted expenses and income lead to trustworthy financial statements, uncover deductible expenses for tax savings, and guide wise budgeting choices. Missteps in classification can skew profit margins, mislead cash flow insights, and complicate audits or tax filings, highlighting the need for expert bookkeeping.

How can outsourced bookkeeping improve my invoicing process?

A skilled bookkeeper transforms your invoicing process into a flawless operation, ensuring you get paid swiftly and accurately. They promptly generate and dispatch invoices, track payments, and set automated reminders for overdue accounts. This proactive strategy keeps cash flowing smoothly and minimizes unpaid bills. By integrating invoicing software with your bookkeeping system, you simplify payment monitoring, effortlessly identify loyal clients, and enhance financial reporting efficiency.

What’s the best way to track overdue invoices?

Use bookkeeping software with real-time aging reports and automated follow-ups to keep overdue invoices in check. An adept bookkeeper will scan your accounts receivable, spot unpaid bills, and nudge clients for prompt payments. Establishing a structured follow-up routine, offering varied payment options, and setting clear terms upfront can slash overdue balances. A robust invoicing system stabilizes your finances and shields against cash flow crunches.

How does bookkeeping help with payment processing?

Bookkeepers ensure that all incoming payments are accurately recorded, matched to invoices, and classified correctly in your financial records. They monitor different payment methods, such as credit cards, bank transfers, and checks, ensuring each transaction is documented correctly. They also help prevent discrepancies, such as duplicate charges or unaccounted funds, by reconciling payments with bank deposits. By streamlining the payment process, bookkeeping helps maintain a steady cash flow, prevents financial mismanagement, and improves customer payment tracking.

What are undeposited funds, and why do they matter in bookkeeping?

Undeposited funds, including checks, cash, or electronic payments awaiting bank processing, can skew financial reports if mishandled. They might falsely inflate revenue or suggest missing payments. A diligent bookkeeper ensures these funds are accurately recorded and aligned with invoices to maintain precise financial statements and avoid costly errors.

Why is bank reconciliation essential for my business?

Bank reconciliation is vital for keeping your financial records in sync with actual bank transactions and safeguarding against errors and fraud. Regularly reconciling statements uncovers unauthorized activities, missed deposits, or hidden bank fees that could otherwise slip by unnoticed. It also ensures tax readiness by preventing mistakes that lead to incorrect filings and penalties. Accurate reconciliations promote financial transparency, preparing businesses for audits and strategic planning with confidence.

How often should I reconcile my bank statements?

Performing bank reconciliations at least monthly keeps financial records sharp and accurate. For businesses with numerous transactions, weekly checks are invaluable to spot errors early and maintain clarity. Regular reconciliation uncovers fraud, prevents overdrafts, and accurately tracks income and expenses. Staying vigilant with these practices helps avoid costly missteps and empowers smarter financial choices.

How can bookkeeping help manage accounts payable efficiently?

Bookkeepers are vital in mastering accounts payable. They meticulously track incoming bills, schedule prompt payments, and ensure suppliers receive their dues accurately. Setting up automated reminders and categorizing expenses prevents costly errors like missed or duplicate payments. Efficient management dodges late fees, unlocks early payment discounts, and strengthens vendor relationships. Ultimately, this sharp oversight enhances cash flow forecasting and budgeting for a healthier financial future.

What’s the best way to stay on top of business expenses?

To master business expenses, use bookkeeping software that automates tracking, categorization, and reporting. A savvy bookkeeper can spot spending trends, ensure receipts are logged accurately, and reconcile with bank statements to avoid financial pitfalls. Establish a clear expense policy and utilize digital tools for real-time monitoring to keep your finances in check. By diligently overseeing expenses, businesses can effortlessly sharpen budgets, cut excess costs, and boost profits.

Expert Guidance for Long Term Business Success

Stay Organized and Confident With Reliable Bookkeeping