Your Partner for Financial Success

We Provide Accounting, Bookkeeping, Fractional CFO and Payroll Services

ClearPath CFO Advisory delivers modern accounting solutions for businesses. We provide financial information for you to scale your company, minimize taxes and free your time.

bookkeeping services for small business
bookkeeping services for small business
About Us

Empowering Your Growth with Strategies

We provide Accounting, Advisory, Bookkeeping, Fractional CFO and Payroll Services for 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 aware of the needs of business owners. We know the value of accurate and timely bookkeeping services. We know the frustrations when these systems/processes fail, and we seek to bring to business the tailored accounting solutions we wish we had when we first got started as entrepreneurs.

Services We Offer

Tailored Accounting Solutions for Your Business

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Accounting

We offer lead or fractional accounting services, providing expert financial strategy, implementing internal accounting procedures, and preparing accurate, adjusted financial statements.

accounting service

Bookkeeping

We are experts in delivering accurate, timely, GAAP-compliant unadjusted financial statements. Our services include managing day-to-day transactions across all accounts including accounts payable, accounts receivable and fixed assets. We work with you to create projects to track the profitability of business use cases.

accounting service

Payroll

Payroll can be complicated and time-consuming, distracting you from managing and growing your core business. It impacts both your bottom line and employees’ well-being. Let us handle the burden, ensuring all essential filings are completed accurately and on time, so you can focus on what matters most.

accounting service

Fractional CFO Services

We partner with you to drive financial strategy through the development and implementation of a strategic plan for your business, based on our deep understanding of underlying economics.

Working With Us

Our Process and the Accounting Cycle

At ClearPath CFO Services, we work tirelessly to align our Accounting, Bookkeeping, Fractional CFO, and Payroll services with the exact business needs of the small to medium-sized companies we serve.

cfo services

Our Onboarding Process

part time cfo services
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.

part time cfo services
STEP 2
Quote to Client

(30-minute call and email)

We issue you a quote.

part time cfo services
STEP 3
Quote Acceptance

(email)

We finalize the quote and, once it’s accepted, we move onto the next phase.

part time cfo services
STEP 4
Engagement Letter to Prospective Client

(30-minute call and email)

We’ll provide you with an engagement letter.

part time cfo services
STEP 5
Engagement Letter from Prospective Client

(email)

Once the letter is agreed upon, you’ll return to us the signed Engagement Letter.

part time cfo services
STEP 6
Onboarding

(scheduled meeting, 60 minutes)

We’ll meet to configure your QuickBooks account and gain access to all data.

part time cfo services
STEP 7
Beyond Onboarding

(email, scheduled meetings, calls)

We’ll continue ongoing communications and check-ins based on the level of service requested.

Professional Bookkeeping Packages

Bookkeeping Packages & Pricing

Premier

$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

$725/mo

  • cfo consulting services Everything in Premier
  • cfo consulting services Payroll
  • cfo consulting services Quarterly Payroll Tax Filing
  • cfo consulting services Direct Deposit
  • 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

$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

Call or email for pricing.

  • 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 and payments
  • cfo services consulting Catch-up/resolve Sales Tax or Payroll Tax issues

Sectors We Serve

Outsourced bookkeeping

Auto

Outsourced bookkeeping

Legal

Outsourced bookkeeping

Computer/Software/ Consulting

Outsourced bookkeeping

Design/Architecture/ Engineering

Outsourced bookkeeping

Financial Services

Outsourced bookkeeping

Mortgage Brokers

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Hospitality

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Insurance/Brokerage

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Medical/Dental/Health Service

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Real Estate/ Developers

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Restaurants

accountant for small business

Salon/Beauty/ Barbershops

And Many More!

Learn More with Us!

Accounting Knowledge Center

Contact Us Now for a Free Consultation

Expert Guidance for Long Term Business Success



    cfo as a service