Brooklyn, NY – ClearPath CFO Advisory, a financial services firm providing bookkeeping, accounting, and fractional CFO support, has announced that it has received a series of strong client reviews praising the firm’s role in helping small and mid-sized businesses manage their finances with confidence. The recognition highlights the growing demand for professional accounting services that combine technical expertise with practical business insight.
The company, headquartered in Brooklyn, New York, delivers services that cover financial recordkeeping, statement preparation, compliance support, and strategic oversight. While these functions are core to many accounting firms, recent client feedback has drawn attention to the distinct way ClearPath CFO Advisory approaches its work, emphasizing responsiveness, clarity, and a deep understanding of business ownership.
One client, Yasir Maigari, described the experience as pivotal. “Working with ClearPath CFO Advisory has been a game-changer for our business. Their team’s deep expertise and hands-on approach to financial strategy, investor outreach, and lender communications truly set them apart. They took the time to understand our business and growth goals, making the process of connecting with investors and strengthening our financial position straightforward.”
Another review from business owner Garth Cole underscored the relief that comes from partnering with a reliable financial team. “I highly recommend the team at ClearPath CFO Advisory. They completely took the stress out of managing the financial side of my business. The team is incredibly responsive and proactive, consistently anticipating my needs. They are well-organized and truly understand the challenges business owners face, having structured their services to meet those demands.”
These accounts reflect a broader trend in the firm’s feedback, where clients often highlight the consistent delivery of accurate financial reports, proactive communication, and guidance that supports long-term planning. Reviews suggest that the firm’s approach not only improves day-to-day operations but also strengthens opportunities for funding, investment, and expansion.
Founder Lawson James noted the significance of these reviews, stating, “Client feedback provides a measure of accountability and motivation for the firm. Hearing that the work is making a meaningful difference reinforces the mission that ClearPath CFO Advisory set out to achieve. The company was founded on the belief that small and mid-sized businesses deserve the same level of strategic financial clarity that larger organizations rely on, and recent testimonials confirm that this approach is resonating.”
Part of what distinguishes ClearPath CFO Advisory, according to clients, is the experience of its leadership team. Many professionals within the firm previously owned businesses, a background that enables them to provide more than just technical accounting services. That perspective has been credited with helping the firm align its financial strategies with the realities business owners face, from managing cash flow to preparing for tax obligations.
The company has also been recognized for its integration of modern tools to streamline accounting functions. Through cloud-based systems such as QuickBooks, ClearPath CFO Advisory gives clients real-time visibility into their finances. These platforms help reduce the risk of manual errors while offering business leaders accessible and transparent reporting. Reviews have described these systems as a source of peace of mind, ensuring that records are accurate, compliant, and actionable.
Clients have further emphasized the benefits of the firm’s dedicated account management model. Each business is supported by a consistent point of contact who oversees communication and reporting, which fosters a deeper understanding of the client’s operations and long-term goals. This model has been highlighted in multiple reviews as one of the reasons clients feel they are receiving proactive and personalized attention.
The recent collection of favorable feedback arrives as ClearPath CFO Advisory expands its presence into additional areas of New York City and Northern New Jersey. Beyond its base in Brooklyn, the firm now serves businesses across Queens, the Bronx, Manhattan, Yonkers, Westchester County, and nearby New Jersey communities, including Jersey City, Hoboken, Fort Lee, and Hackensack. The expansion allows the firm to provide localized insight into regional tax and compliance requirements while maintaining the centralized processes that ensure consistency and quality.
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The strong client reviews have reinforced the company’s focus on trust, transparency, and practical support. For many small business owners, financial management is an ongoing source of stress and uncertainty. By offering dependable services grounded in professional expertise and entrepreneurial experience, ClearPath CFO Advisory has positioned itself as a partner capable of turning complexity into clarity.
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For more information about ClearPath CFO Advisory, contact the company here:
ClearPath CFO Advisory
Lawson James
(718) 210-3604
lawson.james@clearpath-cfo.com
300 Cadman Plz W, Brooklyn, NY 11201
