Services

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our services fulfill four important financial capabilities –all designed to guide your company in the right direction.

Services

CLEANUP & HISTORIC ACCOUNTING

It’s not always easy to know where you’re going if you’re not entirely sure where you’ve been. 

Too often, small business owners put their faith in accountants or CPAs only to have that relationship end and they are left with no true concept of where they stand financially. This is rarely the fault of the business leader – your focus must be on your business, and you need to be able to surround yourself with people you trust to do their jobs and do them well. However, you also need a clean set of books to ensure that your company runs smoothly and that you can make informed business decisions. 

That’s why, when ClearPath Associates enters into a new relationship, we pore over your ledgers to make sure everything was recorded correctly. We’ll take a look back to ensure that your previous financial advisors, bookkeepers, CPAs, and/or accountants truly WERE crossing all the T’s and dotting all the I’s. We stay on top of your P&L and reconcile with your bank, when and if necessary, to create a new starting point so everyone involved feels good about where we are. In addition to helping you better manage cash flow, this service gives you a clearer understanding of your company’s current financial situation. Once we’ve done that, we can begin looking ahead.

Although this is typically a one-and-done type service, cleanup & historic accounting could also prove important before equity/debt funding and investor presentations.

CLEANUP & HISTORIC ACCOUNTING

It’s not always easy to know where you’re going if you’re not entirely sure where you’ve been. 

Too often, small business owners put their faith in accountants or CPAs only to have that relationship end and they are left with no true concept of where they stand financially or what steps may have been taken to get them there. This is rarely the fault of the business leader – your focus must be on your business, and you need to be able to surround yourself with people you can trust to do their jobs and do them well. However, you also need a clean set of books to ensure that your company runs smoothly and that you can make informed business decisions. 

That’s why, when ClearPath Associates enters into a new relationship, we pore over your ledgers – typically in QuickBooks – to make sure everything was recorded correctly. We’ll take a look back to ensure that your previous financial advisors, bookkeepers, CPAs and/or accountants truly WERE crossing all the T’s and dotting all the I’s. We stay on top of your P&L and reconcile with your bank, when and if necessary, to create a new starting point so everyone involved feels good about where we are. In addition to helping you better manage cashflow, this service gives you a clearer understanding of your company’s current financial situation. Once we’ve done that, we can begin looking ahead.

Although this is typically a one-and-done type service, cleanup & historic accounting could also prove important before equity/debt funding and investor presentations.

BOOKKEEPING

We’re numbers people! We thrive analyzing the bigger picture embedded in your financial spreadsheets.

At ClearPath Associates, we’re like patrons at a gallery, carefully considering each “big picture.” The bookkeeping side of our business represents the preparation of the brushes and blending of the paints before they ever touch the canvas.

Our bookkeeping services range from classifying transactions at the onset of each month to reconciling the books at the end of each month. Let ClearPath Associates help record and store your financial transactions, manage your accounts payable and receivable, handle payroll and expense reporting, send those in arrears to collections, and deliver your financial statements at the end of each month.

BOOKKEEPING

We’re numbers people! We thrive analyzing the bigger picture embedded in your financial spreadsheets.

At ClearPath Associates, we’re like patrons at a gallery, carefully considering each “big picture.” The bookkeeping side of our business represents the preparation of the brushes and blending of the paints before they ever touch the canvas.

Our bookkeeping services range from classifying transactions at the onset of each month to reconciling the books at the end of each month. Let ClearPath Associates help record and store your financial transactions, manage your accounts payable and receivable, handle payroll and expense reporting, send those in arrears to collections, and deliver your financial statements at the end of each month.

ACCOUNTING

Accounting is next-level thinking. It’s here that we dig a little deeper to push your business forward to the next level.

While at some firms, bookkeeping is a function that falls under the accounting umbrella, at ClearPath Associates we break the two apart. Some companies require simple bookkeeping while others look more strategically at the lessons gleaned from each month’s financial statements to determine the next steps. When it comes to numbers – and how to move the needle UP, we are experts. 

Within the broad scope of our accounting services, we help prepare budgets, manage cash flow, establish and monitor financial policies and procedures, create and enforce internal controls, conduct audits or provide information to external auditors, collect and analyze financial data, interpret and correct variances, analyze the profitability of key products/services, prepare special reports for presentations, organize fiscal year-end tax information for your company’s tax preparer, comply with federal/state/local legal requirements, forecast for the future and so much more. All these steps are vital for protecting financial assets, guiding financial decisions, monitoring your company’s financial health, maximizing return while limiting risk on cash flow, and achieve budget objectives.

ACCOUNTING

Accounting is next-level thinking. It is here where we dig a little deeper in hopes of pushing your business a little (or a LOT) farther.

While at some firms, bookkeeping is a function that falls under the accounting umbrella, at ClearPath Associates we break the two apart. Some companies simply require simple bookkeeping while others are determined to look more strategically at the lessons gleaned from each month’s financial statements and determine next steps. When it comes to numbers – and how to move the needle UP, we are far from neophytes. 

Within the broad parameters of our accounting services, we can help prepare budgets, manage cash flow, establish and monitor financial policies and procedures, set up and enforce internal controls, conduct audits or provide information to external auditors, make investments, establish schedules, collect and analyze financial data, schedule expenditures, interpret and correct variances, analyze profitability of key products/services, prepare special reports for presentations, organize fiscal year-end tax information for your company’s tax preparer, comply with federal/state/local legal requirements, forecast for the future and so much more. All these steps are vital for protecting financial assets, guiding financial decisions, monitoring your company’s financial health, maximizing return while limiting risk on cash flow, and achieve budget objectives.

FINANCIAL ADVISORY ROLE

At ClearPath Associates, our financial advisory capabilities point true north. Get ready to make the climb.

As your trusted CFO, we don’t just examine your books, we examine your business. We translate your data to what’s relevant for your business so that you can take the actions needed to maintain success. We focus heavily on analysis – both financially and operationally. In doing so, we’re better able to aid you with strategic planning, streamlining operations/process improvements, creating efficiencies, establishing controls, workforce planning, relationship management, problem-solving, exploring venture capital opportunities, examining potential mergers/acquisitions – and that’s just the tip of the iceberg. While you’re busy DOING, our team of professionals is equally busy focusing on analytics to protect the money your business makes and examine all the various ways you can make MORE of it.

At ClearPath Associates, we are aggressive about achieving results for the benefit of the clients we serve. We never tire of asking the hard questions and we don’t stop digging until we have the answers we seek. We are as proud of our role as a trusted advisor to visionary business leaders as we are of the long-standing relationships we’ve made along the way. We welcome the opportunity to add you and your company to that list.

FINANCIAL ADVISORY ROLE

At ClearPath Associates, our financial advisory capabilities point true north. Get ready to make the climb.

As your trusted CFO, we don’t just examine your books, we examine your business. We translate your data to what’s relevant for your business so that you can take the actions needed to maintain success. We focus heavily on analysis – both financially and operationally. In doing so, we’re better able to aid you with strategic planning, streamlining operations/process improvements, creating efficiencies, establishing controls, workforce planning, relationship management, problem-solving, exploring venture capital opportunities, examining potential mergers/acquisitions – and that’s just the tip of the iceberg. While you’re busy DOING, our team of professionals is equally busy focusing on analytics to protect the money your business makes and examine all the various ways you can make MORE of it.

At ClearPath Associates, we are aggressive about achieving results for the benefit of the clients we serve. We never tire of asking the hard questions and we don’t stop digging until we have the answers we seek. We are as proud of our role as a trusted advisor to visionary business leaders as we are of the long-standing relationships we’ve made along the way. We welcome the opportunity to add you and your company to that list.
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