ClearPath CFO Advisory

ClearPath CFO Advisory is an accounting and advisory firm based in Walnut Creek, California, serving small to medium-sized business owners with customized accounting solutions rooted in entrepreneurial experience. Founded by former business owners who understand operational and financial pressures, the firm delivers reliable accounting, bookkeeping, fractional CFO support, and bookkeeping cleanup services. With over 22 years of hands-on QuickBooks expertise and a commitment to proactive tax strategy, the firm includes tax strategy reviews within service offerings to identify potential savings through R&D credits and cost segregation. Services include lead or fractional accounting for strategic financial oversight, GAAP-compliant financial reporting and bookkeeping, fractional CFO partnership for financial strategy and business economics, and comprehensive payroll management. The firm specializes in serving auto, legal, software, consulting, design, engineering, financial services, mortgage brokers, hospitality, insurance, medical, dental, real estate developers, restaurant, and salon businesses. Transparent pricing packages from Premier ($275-$500/mo) through Exclusive tiers offer scalable support with dedicated account managers and quarterly financial reviews.