Your Books, Handled. Your Taxes, Done.
Bookkeeping, tax prep, and CFO services for businesses that want to grow. AI assistant answers 24/7.
Stop drowning in spreadsheets.
Most small businesses spend 10+ hours a month on bookkeeping they shouldn't be doing. Clearpath handles your books, your taxes, and your financial planning so you can focus on growing your business.
We're CPA certified with 18 years of experience serving over 300 businesses in Philadelphia. You get a dedicated bookkeeper, a real-time dashboard, and an AI assistant for instant answers.
Schedule Free ConsultationWhat We Do
Simple, Transparent Pricing
No hidden fees. No long-term contracts. Cancel anytime.
Essential
For freelancers & solopreneurs
- Monthly bookkeeping
- Bank reconciliation
- Monthly P&L statement
- Annual tax filing (1)
- 24/7 AI assistant
- Payroll
- CFO advisory
Growth
For growing small businesses
- Everything in Essential
- Payroll (up to 10 employees)
- Quarterly tax estimates
- Dedicated bookkeeper
- Real-time dashboard
- Annual tax planning session
- CFO advisory
Premium
For established businesses
- Everything in Growth
- Fractional CFO advisor
- Cash flow forecasting
- KPI reporting
- Monthly strategy call
- Unlimited payroll
- Audit support
What Our Clients Say
"Clearpath saved us $47K in taxes our first year. Our old CPA never even mentioned the deductions they found."
"I used to spend 10 hours a month on bookkeeping. Now I spend zero. The dashboard shows me everything I need."
"The AI assistant answered my payroll question at 11pm on a Sunday. That alone is worth the monthly fee."
"We went from not knowing our margins to having board-ready reports every month. Game changer for our Series A."
How It Works
We learn about your business and financial needs. No pressure, no pitch.
We link to your bank and accounting software. Takes about an hour total.
Monthly bookkeeping, quarterly taxes, year-end filing. You get a dashboard and a human.
With clean books and clear finances, you make better decisions. That's the whole point.
Stop Stressing About Your Books.
Schedule a free 15-minute call. We'll tell you exactly how we can help.