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Services

At ClearPath CPA Solutions, PLLC, I am dedicated to providing exceptional CPA services for your unique needs. Our tiered offerings include monthly accounting services up to mini CFO services fit to your needs. My focus is ensuring your financial health is always top priority. 

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?

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$1,800 to $3,600
Every Month

  • Daily QBO Bookkeeping - Cash Basis

  • Review AR, AP, and Payroll functions

  • Monthly Financial Statements

  • Annual Tax Reporting Package

  • Unlimited Email Access

  • Monthly Financial Meeting

  • Custom KPI & Metrics Reports

  • Tax Planning 

  • Tax CPA Liaison

  • All Strategic Bookkeeping services

  • Monthly Finance and Strategy meeting

  • Cash-flow Forecasting

  • Partnership with your leadership team to meet company financial goals

  • All previously listed services

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