ClearPath CFO Advisory

ClearPath CFO Advisory: Helping New York Businesses Thrive with Expert Financial Guidance

In the fast-paced, ever-changing environment of New York’s business ecosystem, financial clarity can be the difference between growth and stagnation. For small and mid-sized businesses across the five boroughs and beyond, ClearPath CFO Advisory has emerged as a trusted partner, delivering hands-on financial support beyond basic bookkeeping.

Headquartered in Brooklyn, ClearPath CFO Advisory serves a diverse client base with tailored financial services for business owners navigating growth, compliance, and operational complexity. The firm’s team of professionals brings more than 22 years of business ownership and accounting experience to each engagement, blending practical insight with technical accuracy to support better decisions and stronger outcomes.

While many firms focus solely on delivering transactional services, ClearPath CFO Advisory’s approach is relational. Its goal is to manage numbers and transform how clients interact with their financial data. Whether it’s preparing a startup for investment, helping a growing company improve margins, or guiding a professional services firm through expansion, the team is committed to delivering support that adapts to each client’s stage and strategy.

A Complete Suite of Financial Services

ClearPath CFO Advisory offers an integrated range of financial services, including:

• Bookkeeping: Maintaining clean, GAAP-compliant books is at the core of every financial operation. ClearPath CFO Advisory’s team handles bank reconciliations, accounts payable and receivable, transaction categorization, and monthly close processes to ensure accuracy and consistency. This reduces tax time stress and enables business owners to track performance and plan ahead.

• Accounting: The accounting team provides structure and compliance from financial statement preparation to general ledger maintenance. Clients receive clear, timely reports that align with their growth goals and support decision-making at every level.

• Payroll Services: Managing payroll in-house is time-consuming and can expose businesses to compliance risks. ClearPath CFO Advisory offers secure, reliable payroll processing, including direct deposit setup, tax filings, and employee onboarding for W-2 and 1099 workers. The firm helps employers maintain accuracy while reducing administrative burdens.

• Fractional CFO Services: ClearPath CFO Advisory offers Fractional CFO services for companies that need high-level financial strategy without full-time costs. These include budgeting, cash flow forecasting, profitability analysis, KPI tracking, and investor reporting. Clients gain access to executive-level financial leadership part-time, which is particularly valuable during growth, restructuring, or funding periods.

• Financial Reporting and Analysis: Accurate financial data is only as valuable as the insights it produces. The firm delivers real-time dashboards, customized reports, and deep analysis to help businesses monitor cash flow, spot trends, and prepare for whatever comes next.

• Tax Preparation Support: While ClearPath CFO Advisory does not file taxes directly, it prepares tax-ready financial statements and accurately records all deductible expenses. Clients have everything they need for a smooth and compliant tax season.

Local Expertise, Regional Reach

Although based in Brooklyn, ClearPath CFO Advisory serves clients throughout Queens, Manhattan, the Bronx, Yonkers, White Plains, Long Island, and surrounding areas. The firm’s regional footprint matches its industry versatility, supporting businesses in construction, law, healthcare, real estate, retail, technology, marketing, and more.

Each borough brings its own challenges. Startups in DUMBO may need help building financial models for funding rounds, while long-established firms in the Bronx often seek better forecasting tools to manage seasonal fluctuations. Legal practices in White Plains and medical clinics in Queens require secure, accurate financial reporting that meets regulatory standards. ClearPath CFO Advisory adapts its services to fit the operating reality of every client it serves.

This local focus gives the team an edge. They understand the financial pressures unique to NYC-based businesses, from rising operational costs and complex payroll laws to the need for fast, data-driven responses in competitive sectors. Clients often note that this hands-on understanding is one of the firm’s most valuable assets.

Streamline Your Finances With Expert Support This Week

Spend less time chasing numbers and more time leading your business. ClearPath CFO Advisory helps you clean up your books, improve clarity, and prepare for whatever comes next.

ClearPath CFO Advisory
(718) 210-3604
lawson.james@clearpath-cfo.com
Brooklyn, NY
https://clearpath-cfo.com