Expert financial planning and analysis consulting for growing businesses — from budgeting and forecasting to board-ready reporting and strategic modeling.
Whether you need a one-time model or ongoing financial partnership, we deliver the analysis and infrastructure your business needs to grow confidently.
Annual budgets, rolling forecasts, and scenario models that align finance with your operational reality.
Board packages, KPI dashboards, and variance analysis that turn raw data into clear executive narratives.
Not sure what your finance function actually needs? We assess your business size, industry, and growth stage to recommend the right reporting cadence, KPIs, and analytical infrastructure — so you build the right thing from the start.
13-week cash flow projections and working capital analysis to keep your business funded and agile.
Long-range plans, headcount models, and unit economics to support fundraising, expansion, or exit.
An embedded finance partner on a part-time basis — all the firepower of a full-time analyst without the overhead.
ClearPath FP&A Advisors brings senior-level financial planning and analysis capability to businesses that need more than a spreadsheet but aren't ready for a full finance team.
With experience across high-growth startups, private equity-backed companies, and established enterprises, we've built the models that inform the decisions that matter.
A focused, low-friction engagement model designed for busy operators.
We learn about your business, your goals, and where your finance function is today.
You receive a clear statement of work, timeline, and fixed or hourly engagement fee.
We get to work — with check-ins along the way so there are no surprises at handoff.
Many clients continue with a retainer arrangement for monthly FP&A support.
Tell us about your business and what you're trying to solve. We'll follow up within one business day to schedule a call.