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Services

Your Finance Team. Built for Growth.

 

Growing businesses often need more than bookkeeping—but aren't ready for a full-time CFO. ClearPath CPA Solutions serves as an extension of your team, providing accounting support, financial reporting, and strategic guidance to help you make better business decisions.

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Whether you need monthly accounting, cash flow forecasting, or CFO-level insight, we tailor our services to fit your business.

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How We Work

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1. Discovery & Assessment

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We begin with a conversation to learn about your business, goals, and challenges. We review your financials and accounting processes to identify opportunities for improvement.

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2. Customized Proposal

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No two businesses are alike. Based on your needs, we develop a customized engagement designed around the level of support your business requires.

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Engagements typically start around $1,000 per month and can exceed $4,000 per month depending on complexity, reporting needs, and advisory support.

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3. Ongoing Partnership

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We become an extension of your team—providing timely financial information, strategic insight, and proactive guidance as your business grows.

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Services May Include

Monthly Accounting & Financial Reporting

  • Monthly financial statements

  • Account reconciliations

  • Quickbooks Online Management

  • Year-end tax preparation support

  • Financial review and analysis

Cash Flow & Planning

  • Cash flow forecasting

  • Budget development

  • Budget-to-actual reporting

  • Scenario planning

  • Profitability analysis

Fractional CFO Services

  • Strategic financial guidance

  • KPI dashboards and reporting

  • Leadership team participation

  • Pricing and growth analysis

  • Hiring and expansion analysis

  • Bank financing support

  • Lender reporting and financial packages​

Who We Serve

We partner with growing businesses that need a trusted financial leader but are not ready to hire a full-time CFO. Our clients are often service-based, construction, nonprofit, or family-owned organizations generating between $1 million and $20 million in annual revenue. They value accurate financial information, proactive guidance, and a partner who operates as an extension of their team to help them make confident business decisions and plan for growth.

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