Clear Path Advisory and CFO Services
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 17323 Ventana Drive, Boca Raton, Florida 33487, US |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Leasing, Accounting, Business Analysis, Project Management, Finance, Financial Reporting, Policies And Procedures, Treasury, Budgeting And Financial Planning |
| Founded | 2017 |
| Employees | 1-10 |
Key Contact at Clear Path Advisory and CFO Services
Steve Fasano
Owner / President
Clear Path Advisory and CFO Services Email Formats
Clear Path Advisory and CFO Services uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@clearpathcfo.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@clearpathcfo.com | 100% |
About Clear Path Advisory and CFO Services
As companies grow or become more mature, management often does not realize how the company has outgrown the current infrastructure that is in place. There comes a point in the development of a business when there is a need for improved policies, procedures and systems to support the new stage the company has grown into. The cost structure and reporting requirements will likely require review and some change. The organization may no longer be efficient as it is presently structured. In addition efficiency improvements can likely be achieved thru the implementation of performance metrics and competitive analysis. Business owners are sometimes not aware of the value of their business, insurance needs or claims issues. In addition, often there is not a clear exit strategy. Clear Path Advisory and CFO Services is a company that provides CFO Services for small to medium size organizations that cannot afford, or do not presently require a full time CFO. There is likely a need for some of the technical expertise of a Chief Financial Officer (CFO). Smaller or growing companies really need someone who can offer temporary or consulting services to organize and improve areas such as Accounting and Financial Reporting, Strategic Planning, Infrastructure, Project Management, Treasury, Performance Measurement and much more. We will also provide temporary CFO services filling in for a full time CFO on leave, vacation or other circumstances. In addition, we also provide support to Insurance adjusters as business interruption claims specialists. Visit our web page at: www.clearpathcfo.com, to learn more about us and to request a consultation. You can also email me at stevefasano@clearpathcfo.com or call 561-702-6846. I am interested in helping you manage a growing and successful business!
Clear Path Advisory and CFO Services revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Clear Path Advisory and CFO Services has never raised funding before.
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Switzerland
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Australia
Frequently asked questions
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