ClearPath CFO Advisory
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About
We provide financial information to scale your company, minimize taxes, and free your time. Through our partnership with a dedicated Tax Law Group, we also evaluate tax-saving strategies that can unlock credits, restructure entities, and reduce obligations beyond what most firms offer.
Overview
Serves Walnut Creek, CA
Background checked
10 employees
Business hours
SunClosedMon8:00 am - 6:00 pm
Payment methods
This pro accepts payments via Cash, Credit card, PayPal, Stripe, Venmo, and Zelle.
Credentials
Ask about licensing
This pro hasn’t verified a license with us yet.
Background checked
Passed by Lloyd James on Jul 7, 2025.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
11 photos
Projects and media
11 photos
Reviews
5.0
3 reviews
5
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Past Customer
Jun 29, 2025
·
From Google
From Google
Working with ClearPath CFO Advisory over the past few months has been nothing short of transformative. From the very beginning, its been a series of wow and aha momentseach one revealing just how deep their expertise runs in bookkeeping, accounting, and overall financial strategy.Their team brings a level of clarity and insight that goes far beyond standard financial services. They dont just manage numbers; they actively contribute to business success. They have the ability to break down complex financial data into actionable steps. You can truly feel their commitment to their clients growth and success in every interaction.ClearPath CFO Advisory is more than a service providertheyre a strategic partner. I highly recommend them to any business looking to gain control of their finances and unlock real value through expert financial guidance.
Past Customer
Jun 29, 2025
·
From Google
From Google
In talking with ClearPath they showed integrity and focus, but also wanted to collaborate and be part of the team.They offer so much more than a typical accounting and bookkeeping service.Their insights can create direction and a better financial roadmap for any business.
Past Customer
Jun 13, 2025
·
From Google
From Google
What stood out from my introduction to ClearPath CFO Advisory was their clear passion for client success. Learning about their approach was inspiring, and their drive to help businesses thrive financially is empowering. I look forward to partnering with ClearPath soon.