Fractional Part-Time CFO

Establish A Plan That Nurtures Growth

At ClearPath, our goal as a financial strategists is to establish a plan that nurtures growth. We evaluate your current strategy, help your company overcome challenges, and create a healthy sellable business whether you plan to sell or not. An experienced financial leader from ClearPath lends expertise to your company when needed, offers guidance in accounting and financial management, and oversees critical financial aspects of your business. ClearPath utilizes internal resources and outside networks to get you the opportunities you deserve.

Build A Strategy That Connects The Organization

The ClearPath approach begins with a financial assessment that creates visibility in multiple areas of your business. With this assessment, we are able to:

Generate a high-level assessment of separation duties and internal controls.

Understand the roles and responsibilities of key players in your organization.

Understand your monthly accounting calendar, including the Closing process.

Review/assess your monthly internal financial reporting with an eye toward a transition to a more robust CEO-Level Business & Financial Overview Report with Key Performance Indicators and metrics.

Create proper documentation communicating your business and financial position to banks.

Understand your current job billing and accounting/costing approach, a precursor to suggesting improvements to your overall process.

Understand your current job billing and accounting/costing approach, a precursor to suggesting improvements to your overall process.

Buying a business is a time-consuming process; with our experience we can be sure to incorporate your personal goals during the transaction, leaving you time to deal with the day-to-day operations . We recognize that each client appreciates a different degree of involvement during the various stages of the acquisition process, and we are here to provide the service you see fits best.

Improve Your Business’ Economic Footprint

Our assessment first approach is designed to discover the tangible and intangible assets of your company so we can find the right buyer to satisfy your personal and financial needs. We assist in determining what type of buyer works best for your strategic exit.

Financial management

Budgeting, forecasting and ‘what if’ modeling

Banking, Cashflow Forecasting

Tax Planning

Finding a Secure CPA

In-House legal

As your CFO, ClearPath works to protect the company’s vital assets, ensure compliance with financial regulations, close your accounting books correctly, and communicate value and risk issues to owners, investors, and boards. These tools are essential to building a healthy sellable business, whether you plan to sell or not.

Simplifying the process is our speciality.

1. Schedule a Call

We’ll hear from you about your goals, what you’re looking for, and help determine which steps to take next. We’ll be the guide and you stay in the driver’s seat.

2. Analyze & Strategize

With the right financial strategy, your business will be able to weather any economic downturn.

3. Create a Sustainable Business

With the right financial strategy, your business will be able to weather any economic downturn.