Clean books every month. A real CFO when you need one.
Bookkeeping, payroll and fractional CFO support for small businesses. One flat monthly fee. No surprise bills.
- Plans from $500/month, published up front
- Monthly reports you can read in 5 minutes
- Certified QuickBooks ProAdvisors
- Offices in CA, TX, NY and GA
You built a business, not a bookkeeping department.
Most owners we meet are flying blind on cash, months behind on their books, and nervous about tax season. That stops here.
"I don't know where the money went."
We reconcile every account monthly and send a simple report showing cash in, cash out, and profit.
"Tax season is a fire drill."
Your books stay tax-ready all year, so your CPA gets clean files instead of a shoebox.
"I can't plan what's next."
Cash flow projections and quarterly reviews show you what you can afford before you commit.
See how ClearPath works
A quick look at how we keep your books clean and your numbers clear.
Everything your finances need, under one roof
Monthly Bookkeeping
Every transaction categorized, every account reconciled, books closed on time each month.
See plans →Payroll
Payroll, direct deposit and quarterly payroll tax filings handled. No missed deadlines.
See plans →Fractional CFO
Forecasts, budgets and KPI reviews from a senior finance pro, at a fraction of a full-time hire.
See plans →Bookkeeping Cleanup
Months or years behind? We rebuild your records, fix tax issues and get you current.
Get a cleanup quote →Pick a plan. Know your cost every month.
Most firms make you call for a quote. We publish ours.
Premier
For owners who need accurate books and nothing missed.
- Monthly bookkeeping
- Account reconciliation
- Tax-ready financials
- Monthly management reports
- Dedicated account manager
- Email support
Elite
For growing teams with payroll who want a monthly check-in.
- Everything in Premier
- Payroll + direct deposit
- Quarterly payroll tax filing
- Monthly 1-hour financial review
- 12-month cash flow projection
- Quarterly financial review
Exclusive
For owners who want CFO-level planning and forecasting.
- Everything in Elite
- Monthly 2-hour financial review
- Quarterly forecasting
- Annual budgeting
- Quarterly KPI review
- Financial insights analysis
- W-9 collection
Behind on your books?
Bookkeeping Cleanup: we rebuild historical records, reconcile bank, credit card, AP and AR, and resolve sales or payroll tax issues. Priced by scope.
Up and running in about a week
Free 30-minute call
Tell us about your business and goals. We'll tell you honestly if we're a fit.
Flat quote, simple paperwork
You get a clear monthly price and a short engagement letter to e-sign.
We take it from here
One 60-minute onboarding meeting to connect QuickBooks. Then your books are handled.
Owners who stopped worrying about their books
Paste Solomon Katsman's Google review verbatimSolomon Katsman
Paste Mike Schulz's Google review verbatimMike Schulz
Paste Skip Nagel's Google review verbatimSkip Nagel, Owner/Founder CBI
(real headshot, not stock)
A business owner who gets it
Founder name, credentials, 2 sentences on why they started ClearPath.
Every client gets a dedicated account manager who knows your business. You'll never be passed to a call center.
Talk to Our TeamWe know your industry's numbers
Questions owners ask us
How much does it cost?
Plans start at $500/month for bookkeeping. Elite adds payroll and monthly reviews for $725/month. Exclusive adds forecasting and budgeting for $1,200/month. Cleanup is quoted by scope.
Do I need a fractional CFO if I already have a bookkeeper?
A bookkeeper records what happened. A fractional CFO helps you plan what happens next: forecasts, budgets and decisions on cash.
How is cleanup different from regular bookkeeping?
Cleanup fixes past records that are behind or wrong. Monthly bookkeeping keeps them right going forward. Many clients start with cleanup, then move to a monthly plan.
What software do you use?
QuickBooks only. Focusing on one platform means faster setup, cleaner books and fewer errors.
Do you do business tax returns?
Yes, we offer business tax preparation. Your books stay tax-ready all year so filing is smooth.
What types of businesses do you work with?
Small to mid-sized businesses, including legal, construction, healthcare, professional services and real estate.
How do I get started?
Book a free 30-minute call. We'll send a flat quote, then onboard you in one 60-minute meeting.
Get your evenings back.
Book a free 30-minute call. You'll know exactly what your books need and what it costs.
Book My Free CallCall 925-315-7890
