“ClearPath's expertise has brought our financial department to a higher level than we ever felt possible...

Their honesty, integrity and work ethic is to be commended. ”

- Brenda Dronkers, Founder, Pump It Up / PIU Management, Inc.
 

Financial Consulting

ClearPath Delivers On-Site and Remote Senior Level Financial Expertise including oversight at the Controller and CFO level, as well as senior financial projects.

We have Chief Financial Officer, Controller and Junior Controller expertise for projects and direct oversight of your accounting functions. We have significant financial expertise at all levels with experience ranging from start up to being the Controller and Chief Financial Officer of businesses with over $200 million in annual revenue, including public company expertise.

Our services include all aspects of being a Controller or Chief Financial Officer including:

  • Controller or CFO Level Oversight of your bookkeeper
    • As needed or on a regular basis
  • Cash Flow Management & Forecasting
  • Financial analysis and profitability improvement & management
  • Budgeting and Performance Metrics to drive growth
  • Training
  • Outsourced Tax Preparation & Planning
  • Systems Set-Up and Training
  • Financial and Management Reporting
  • Capable of taking companies public and raising money in the public markets
  • Debt & Equity Financing Assistance
  • Investigative and Forensic Services
  • Finance - Financial Modeling & Analysis

The frequency, level of expertise and range of services provided will vary according to your needs. Other services are customized to fit your needs and your budget.

A core orientation we bring is to conduct a business and financial assessment so you better know what is really driving the success of your business, create specific and short term (immediate) strategies to overcome challenges and increase the value of your business. We are always capable of implementing what we recommend, or helping you do so yourself.

Note: We are not practicing CPAs or Attorneys and the services we offer do not require a public license. We are happy to work with your CPA, outside attorney or refer one to you. Our strategic partners include licensed tax preparers, CPA firms and experienced legal counsel.

6700 Koll Center Parkway, Suite 130,
Pleasanton, California 94566
Phone 925-484-2486; Fax 925-484-2958

2008 © ClearPath Business Advisors, Inc.
All rights reserved.