Providing Quality Tax, Financial, and Accounting Services for your Individual and Business Needs

Welcome to Clear Path Advisory & CFO Services’ Website

What you can expect

I am a hands-on, focused, financial professional, with over 40 years of experience working with Individuals, Small Businesses, Fortune 500’s, and International Businesses. I enjoy working with Individuals and Business owners on financial matters that are important to them and where they are in need of some assistance. No problem is too small or too big.

My experience covers a large number of industries that include financial services, taxation, manufacturing, retail, telecom, distribution, and service, and functional experience in many areas of finance including taxation, personal finance, accounting and management.

I have always been active in developing individual personal financial plans for the future, and have been a trusted advisor. For the Business management team, a focus on developing a growing, profitable, and compliant business, whether it be a sole proprietorship, small business, start-up, merger, acquisition or mature business.

Services we offer

I provide Individuals, Corporations and Small Business’s support in navigating the complex world of taxation and business compliance. I help Individuals and Business Owners work through difficult financial and business issues utilizing my many years of business and personal experience.

TEMPORARY CFO SERVICES

I can fill a temporary staff void or provide CFO Services on a part-time basis.

 

Tax Services

Individual Returns

Corporate Returns

Small Business Return

Tax Planning

IRS Audit Representation

 

GENERAL SERVICES

Business Valuation / Exit Strategy

Review Financials – Timely / Accurate

Streamline the Accounting Function

Review / Improve Accounting Operations

Financial Reporting

Inventory Valuation and Control

Policies and Procedures

Audit Interface

 

DISCOVERY SERVICES

Business Analysis

Expense Reduction

Key Performance Indicators

Systems Implementation

 

STRATEGIC SERVICES

Advisory Services

Process Improvement

Budget and Strategic Planning

Infrastructure Planning

 

Get Started Today!