Financial Clarity. Strategic Growth.
Fractional CFO and accounting support designed for growing businesses.
Services
At ClearPath CPA, PLLC, I am committed to delivering outstanding CPA services tailored to your specific requirements. Our of offerings includes monthly accounting services as well as mini CFO services designed suit your needs. My priority is to ensure your financial well-being remains at the forefront. Below, you'll find a sample of our services and pricing, which can be customized to meet the unique needs of your business.
Monthly Accounting
Bookkeeping with financial data you can use.
$600 to $1,200
Every Month
Mini CFO-Lite
A look at how your business is doing.
$1,200 to $1,800
Every Month
Mini CFO
A look into the future. What are your goals and are you on track?
$1,800 to $3,600
Every Month
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Daily QBO Bookkeeping - Cash Basis
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Review AR, AP, and Payroll functions
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Monthly Financial Statements
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Annual Tax Reporting Package
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Unlimited Email Access
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Monthly Financial Meeting
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Custom KPI & Metrics Reports
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Tax Planning
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Tax CPA Liaison
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All Strategic Bookkeeping services
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Monthly Finance and Strategy meeting
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Cash-flow Forecasting
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Partnership with your leadership team to meet company financial goals
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All previously listed services