Your Partner for Financial Success

A Trusted Provider of Fractional CFO Services.

ClearPath CFO Services provides modern Fractional CFO Services for small to medium-sized businesses. We provide services for you to scale your business, minimize taxes and free your time.

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About Us

Why Choose ClearPath for Fractional CFO Services?

We provide Accounting, Bookkeeping, Fractional CFO and Payroll Services to 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.

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Services We Offer

Tailored Solutions for Your Business

Accounting

We can serve as your lead or fractional accountant, who can create financial strategy, implement internal accounting procedures, and prepare adjusted financial statements.

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Bookkeeping

We are experts in delivering accurate, timely, GAAP-compliant unadjusted financial statements. We manage the day-to-day transactions of 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.

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Payroll

Payroll can be a very complicated and time-consuming task. It takes you away from your prime objective of managing and growing your core business. It affects your bottom line and your employees’ lives. We can take on that burden and you can rest easily that all the important and necessary filings are done accurately and on time.

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Fractional CFO Services

We partner with you to drive financial strategy by developing and or implementing a strategic plan for your business based on our deep understanding of underlying economics.

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Working With Us

Our Process and
the Accounting Cycle

We provide Accounting, Advisory, CFO/Fractional and Bookkeeping Services to 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 attuned to the needs of business owner.

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Testimonials & Feedback

What Our Customers Say:

Lawson is a dynamic individual with drive and passion for his industry. He wants to use bookkeeping and tax strategies to help grow his clients business, while also building a strong financial foundation.
Alan Crooks IncentAdvisors
Steller Bookkeeping Services! Excellent Integrity!
Ruth Aldana-Ricketts 2024 & 2025 Local Business of the Year
Great progression of services, has every aspect of financial services and oversight for small and mid-market companies. Really knows his stuff.
Samuel Tanios Human Elements Consulting
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    Expert Guidance for Long Term Business Success

      FAQS

      Fractional CFO Services Frequently Asked Questions

      How can financial modeling help my small business plan for the future?

      Financial modeling helps business owners forecast revenue, expenses, and cash flow based on different scenarios. By analyzing trends and potential risks, a Fractional CFO can create data-driven projections, allowing you to make informed decisions about hiring, expansion, and investments.

      What’s the difference between financial forecasting and budgeting?

      A budget is a static financial plan for a specific period, while financial forecasting is a dynamic process that continuously adjusts based on real-time business performance. A Fractional CFO ensures that your financial models remain updated and aligned with business goals, helping you stay financially agile.

      What financial reports should I review regularly to monitor my business health?

      Key financial reports include your income statement (profit & loss), balance sheet, and cash flow statement. A Fractional CFO provides deeper insights by analyzing financial ratios, expense trends, and revenue growth, helping you make proactive business decisions.

      How can a Fractional CFO help me secure a business loan?

      A CFO ensures that your financial statements, cash flow projections, and business plans are lender-ready. They help you choose the right financing option, prepare strong loan applications, and negotiate favorable terms to secure the best funding for your business.

      How does a Fractional CFO help with financial planning and business growth?

      A CFO creates a strategic financial plan that aligns with your business goals, ensuring you have a clear roadmap for growth. They analyze market trends, forecast revenue, and develop strategies to improve profitability while mitigating financial risks.

      What financial analysis tools can help my business make better decisions?

      Fractional CFOs use tools like cash flow forecasts, break-even analysis, and key financial ratios to assess your company’s financial health. By leveraging data analytics, they provide actionable insights to optimize pricing, reduce costs, and maximize growth opportunities.

      How can analyzing customer sales data improve my bottom line?

      Understanding customer purchasing patterns helps identify profitable products, optimize pricing strategies, and enhance marketing efforts. A Fractional CFO uses sales data analysis to help you increase revenue and retain high-value customers.

      What key sales metrics should I track to improve business performance?

      Metrics like customer acquisition cost (CAC), customer lifetime value (CLV), and revenue per customer provide valuable insights. A CFO helps interpret this data, identifying ways to increase profitability and improve sales efficiency.

      How can a Fractional CFO improve financial reporting for my business?

      A CFO ensures that financial reports are accurate, timely, and aligned with your strategic goals. They help interpret financial data, uncover hidden trends, and present actionable insights that enable you to optimize cash flow, control costs, and drive profitability.

      What financing options are best for small businesses?

      The right financing depends on your business’s needs and financial health. Options include traditional bank loans, SBA loans, lines of credit, and alternative financing like revenue-based funding. A CFO helps determine the most cost-effective solution for your situation.

      How do I know if my products or services are priced correctly?

      A Fractional CFO conducts a profitability analysis to evaluate your costs, margins, and competitor pricing. They help ensure your pricing strategy maximizes revenue while staying competitive in the market.

      What are the key factors that affect my product or service profitability?

      Factors like cost of goods sold (COGS), customer acquisition costs, operational expenses, and market demand impact profitability. A CFO helps optimize these elements to increase overall business earnings.

      How can business dashboards help me make better financial decisions?

      Dashboards consolidate real-time financial data, offering a visual snapshot of key metrics like cash flow, revenue, and profitability. A CFO helps design dashboards tailored to your business goals, making it easier to track progress and adjust strategies.

      What key performance indicators (KPIs) should I track for financial success?

      Essential KPIs include net profit margin, cash flow, operating expenses, and return on investment (ROI). A CFO helps identify and track the most relevant KPIs for your business, ensuring financial sustainability and growth.

      Why is a strategic business plan essential for my company’s success?

      A well-crafted business plan outlines your financial goals, market strategy, and operational roadmap. A Fractional CFO ensures that your plan is backed by solid financial data, making it easier to attract investors, secure funding, and scale effectively.

      How does a Fractional CFO help refine my business strategy?

      A CFO assesses your financial position, identifies growth opportunities, and helps develop actionable strategies to increase revenue and profitability. They provide financial foresight that ensures your business stays competitive and financially healthy.

      How can a Fractional CFO improve my accounting team’s performance?

      A CFO streamlines accounting processes, ensures compliance, and implements best practices to improve efficiency. They also provide training and mentorship, ensuring your team has the skills and knowledge needed to maintain accurate financial records.

      What financial processes should my accounting team focus on?

      Key areas include accurate bookkeeping, timely financial reporting, cash flow management, and compliance with tax laws. A CFO helps set up standardized processes that improve financial transparency and operational efficiency.

      How does the right accounting software improve financial management?

      A good accounting system automates bookkeeping, simplifies invoicing, tracks expenses, and generates real-time financial reports. A CFO ensures that your software is optimized for efficiency, accuracy, and scalability as your business grows.

      What’s the best accounting software for small businesses?

      The best accounting software depends on your business size, industry, and financial needs. Popular options include QuickBooks, Xero, and NetSuite. A CFO helps select the right software and ensures seamless integration with your financial processes.