ClearPath CFO Advisory

A Strategic Partner, Not Just a Vendor

At the heart of ClearPath CFO Advisory’s success is its commitment to being a strategic partner, not just a service provider. The firm doesn't drop reports and disappear; it sticks around to help interpret the results and adjust the strategy. Whether you're a two-person agency or a 50-person construction firm, the relationship is built on shared goals, measurable progress, and clear communication.

And with a presence in the East Bay business ecosystem, ClearPath CFO Advisory is close enough to understand local trends and responsive enough to meet client needs in real time.

Services That Scale With the Business

ClearPath CFO Advisory offers a full suite of financial services designed for small business owners who are actively growing, restructuring, or seeking better insight into their operations. These services include:

Bookkeeping Services: Daily transaction recording, account reconciliation, ledger maintenance, and financial reporting, all designed to create audit-ready records and real-time clarity.

Accounting Services: Full-cycle support that includes general ledger oversight, GAAP-compliant financial statements, budgeting, forecasting, and month-end reporting.

Fractional CFO Services: Executive-level strategic financial guidance, including KPI development, cash flow forecasting, investor presentations, and scenario modeling.

Payroll Services: End-to-end management of pay schedules, tax filings, employee withholdings, W-2 and 1099 preparation, and payroll system integration.

Tax Preparation Services: Federal and state tax filings, multi-state compliance, estimated payments, and documentation preparation for entities such as 1065, 1120, and Schedule C.

Financial Reporting & Analysis: Tailored reporting packages that transform raw data into actionable insights, enabling better forecasting, budgeting, and decision-making.

ClearPath CFO Advisory

Walnut Creek, CA

(925) 315-7890

https://clearpath-cfo.com/