Talk to a CFO/Bookkeeper who’s been in your shoes.
Get a free 30-minute consultation with the team behind 300+ small businesses across NY and CA. No sales pitch. Just a clear, honest read on your books and what to do next.
Your free 30-minute consultation
- We review your current books, no prep needed
- We identify the 3 biggest issues hurting your bottom line
- You leave with a clear plan, fit or not
- NDA available on request, free of charge
Get In Touch
Tell us a bit about your business and we'll be in touch within 4 business hours. Your information stays private and is never shared.
Trusted by 300+ small businesses across NY, CA, TX, and GA.
Since 2003, ClearPath CFO Advisory has helped owner-operators turn unclear numbers into confident decisions. Our team is QuickBooks Gold Tier certified and our books have stood up to every audit they've faced.
Visit Us In Person
Five offices across the country. Click-to-call, embedded directions, and local-time hours for every location.
Brooklyn, NY 11217
Walnut Creek, CA 94597
Rome, NY 13440
Dallas, TX 75201
Atlanta, GA 30303
Before You Reach Out
Quick answers to the most common questions about getting started with us. For detailed service questions, see our service pages.
Is the consultation really free?
Yes. The first 30 minutes are free, no credit card, no obligation. If we're a fit, we'll talk about engagement options. If not, you leave with a clear read on your books and what to do next.
How quickly will you respond?
Within 4 business hours, Monday through Friday. Forms submitted after hours or on weekends are answered first thing the next business day.
Do you sign NDAs?
Absolutely, and at no charge. If you'd like an NDA in place before our first call, mention it in your message and we'll send one over before the meeting.
What should I prepare for the call?
Nothing. Come as you are. If you have your most recent P&L or QuickBooks access ready, great. If not, we'll walk through what we need together.
Ready to stop wondering about your numbers?
One 30-minute call. Honest feedback. No pitch. That's the offer.