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.
Small Business Return
IRS Audit Representation
Business Valuation / Exit Strategy
Review Financials – Timely / Accurate
Streamline the Accounting Function
Review / Improve Accounting Operations
Inventory Valuation and Control
Policies and Procedures
Key Performance Indicators
Budget and Strategic Planning