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ClearPath Bookkeeping & Financial Advisory Service

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About
Spend Less Time on Your Books and More Time Running Your Business. Running a small business is demanding enough without spending evenings trying to organize transactions, expenses, and financial records. I help small business owners establish and maintain organized bookkeeping systems so they have a clearer picture of what's happening financially in their business. As a former corporate controller and small business owner, with an MBA, I understand bookkeeping from a business owner's persepective. Services can be tailored to your needs: *Day-to-day Bookkeeping: Monthly account maintenance, tracking expenses, and fixing past records (even if you're years behind). *Smart Growth Planning: Helping you evaluate big purchases or investments to make sure they actually pay off. *Buying & Selling Businesses: Guidance on financial health when you're looking to acquire a new business or sell part of yours.
Overview

Serves Cary, NC

Background checked

2 employees

4 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Credit card, Square cash app, and Venmo.

Services offered
Accounting
Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

5.0

1 review

5

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Julie G.

1 day ago

Working with Fred and the team at ClearPath Bookkeeping & Financial Advisory Service has been a total game-changer for my tutoring business. Managing student billing, tracking recurring revenue, and keeping on top of seasonal income fluctuations used to take up hours of my week.
ClearPath stepped in and completely streamlined my financial setup—from organizing my monthly bookkeeping and reconciliations to helping me better understand my business expenses and tax readiness. They are exceptionally professional, responsive, and detail-oriented. Thanks to their advisory support, I can spend far less time stressing over the books and much more time focusing on my students and growing my business. I highly recommend them to any small business owner or educator!
Credentials
Background Check

Frederick Norten

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