Banking and CPA Relationships

It is crucial that you find the right investment company to stand by your side through turmoil, stability, and growth. The banker you started with may not be able to foster the change you plan for your company. Or, your Company may be in need of a banking relationship, when you didn’t need one before.

As a partner, we ensure you are able to obtain the borrowing capacity to help with operating and investing in the future your company. ClearPath will help foster your positive banking relationships by doing the heavy lifting in understanding, managing, reporting, and tracking bank covenants and financial ratios.

In addition, we can build a strategy with outside CPAs, and broker sources who are essential to aid you in your financial goals. This allows your company to be backed by the best financial institutions and:

Establish Banking relationships to better your credit lines

Have the right legal tax advice and resources

Establish a network of trusted advisors to best support you financially in all areas

With strong CPA and banking relationship, we can obtain long-term support for your business, find better loan opportunities, and service all of your needs as a business owner.