Comprehensive Bookkeeping, Tax, and Advisory Services
Whether you're an established business owner or just starting out, we’re your trusted partner in managing your financial operations.
Our comprehensive services help streamline processes, ensure compliance, and empower you to make informed decisions that drive business success. We take the time to understand your goals, offer clear and practical guidance, and provide the support you need to move forward with confidence—every step of the way.
Our Services Explained
At ClearPath Financial & Advisory, we provide reliable and personalized financial support to help businesses stay organized and grow with confidence. Our services include bookkeeping, tax preparation, financial statement preparation, payroll, and more—each designed to fit the specific needs of your business.
By leveraging modern cloud-based accounting tools, we streamline workflows, reduce errors, and ensure timely, accurate results. This allows you to stay focused on running your business while we handle the numbers with care and precision.
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Accounting Services
We provide comprehensive bookkeeping and accounting solutions to help businesses stay organized, compliant, and financially healthy. From accurate record-keeping and reconciliations to preparing financial statements, our services are designed to give you clarity and confidence in your numbers.
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Tax Services
Our tax services cover everything from filing to planning, making sure your taxes are handled smoothly and accurately. Whether you're a business or an individual, we provide reliable support to keep you compliant and stress-free.
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Cash Flow Management Services
Our cash flow management services ensure your business maintains the financial stability needed to thrive. We help you track, analyze, and optimize your cash flow to avoid shortfalls and make informed decisions. From forecasting to budgeting, we provide actionable insights and strategies to improve liquidity, reduce financial stress, and support your business goals.
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Business Optimization Services
We analyze your business processes to streamline workflows, integrate controls, and automate tasks. This reduces errors, boosts accuracy, and helps you save both time and money, allowing your business to run more efficiently.
About the Owner
ClearPath Financial & Advisory is owned by Jordan Cherry with over ten years of experience in finance, accounting, and auditing. As a Certified Public Accountant (CPA) with a strong background in both public accounting and corporate finance, he has developed a reputation for delivering accurate, actionable insights that empower businesses to make informed decisions.
Contact Us
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