ClearPath Advisors is a Greenwood Village business advisory and financial operations partner — helping entrepreneurs and growing companies gain visibility, improve operations, and scale with confidence.
Most growing businesses don't need more reports — they need a partner who turns financial noise into operational clarity. We help you build the systems, visibility, and strategy to make every decision a confident one.
We sit alongside founders and operators as a true advisory partner. Modern cloud systems. Proactive strategy. Real operational insight. The kind of finance function an ambitious business actually needs.
CFO-level guidance on growth, hiring, pricing, and capital decisions — grounded in the numbers and the realities of your business.
Modern dashboards and monthly reporting that show exactly where your business stands and where it's heading next.
Cloud workflows that connect accounting, payroll, and reporting into one organized financial operating system.
Recurring check-ins, planning conversations, and a team that brings ideas to you — not just reports.
Every engagement is built around the result your business actually needs: visibility, organization, and proactive strategy for sustainable growth.
Strategic guidance on growth, pricing, hiring, and capital — built around your operating reality, not generic templates.
Monthly P&L, balance sheet, and KPI reporting with context — so the numbers tell a story, not just a total.
QuickBooks Online setup, app integrations, and cloud workflows that replace spreadsheets and outdated tools.
Setup, cleanup, training, and ongoing ProAdvisor-level support so QuickBooks works the way it should for your business.
Driver-based budgets and rolling forecasts that help you plan, hire, and invest with clarity.
Setup, oversight, and coordination with cloud payroll systems so pay runs and filings happen smoothly every cycle.
Margin, workflow, and efficiency analysis that surfaces opportunities to operate smarter and grow faster.
End-to-end accounting and oversight that scales with you, from monthly close to advisory and strategic planning.
Quarterly planning sessions, scenario modeling, and a team that's responsive whenever the business needs answers.
30+ years advising Colorado businesses
Colin leads ClearPath Advisors with a singular focus: helping Colorado entrepreneurs and business owners build strategic value through smart financial structure and proactive advisory. With over three decades of public accounting experience across real estate, small business, and professional services, he brings deep operational insight to every client relationship.
His approach goes beyond traditional compliance. Colin works shoulder-to-shoulder with founders and operators to identify tax-efficient structures, improve financial visibility, and create the operational clarity that ambitious businesses need to scale with confidence.
Greenwood Village, Colorado
We design and run modern cloud systems that give you organized data, real-time visibility, and frictionless collaboration. Less paperwork. More signal. Every month.
Decades of Colorado business experience, modern advisory tools, and a relationship-first approach. We work as an extension of your leadership team — not a vendor on the sidelines.
A leader in Colorado public accounting with deep expertise in real estate and small business, Colin focuses on identifying strategic tax structures that maximize value for entrepreneurs and operators across the Front Range.
Bringing 15+ years of advisory experience across tax, accounting, payroll, and business consulting, Teresa partners closely with small business owners and entrepreneurs to help them reach both their business and personal goals.
President of the Colorado Society for Enrolled Agents and a seven-year veteran in business advisory and tax, Bill leads with a strategic mindset and a commitment to elevating standards across the profession.
A licensed CPA in Colorado and Nebraska, Brad brings experience from Big 4 public accounting and Fortune 500 industry roles to closely held businesses — applying enterprise-level planning ideas to small and mid-size companies.
Whether you're scaling a service firm, building a technology-enabled business, or stepping into the next stage of growth — you deserve a partner that brings clarity, confidence, and strategic perspective to every conversation.
Stay focused on building. We bring financial structure, visibility, and proactive strategy to every stage of your journey.
Clean books, organized workflows, and advisory support that keeps operations smooth and your firm scaling.
As you grow, your finances should feel more organized — not more chaotic. We bring order and strategy to growth.
Modern cloud systems, integrated reporting, and advisory built for the way technology-forward businesses operate.
Operational analysis, KPI dashboards, and CFO-level guidance for the leaders running the business day to day.
Strategic financial perspective at every major decision point — hiring, pricing, capital, and expansion.
We build long-term relationships with Colorado entrepreneurs and operators who want modern, strategic financial support — not transactional accounting.
ClearPath gave us the financial visibility we'd been missing for years. We finally know exactly where the business stands every month — and what to do next.
They feel less like an accounting firm and more like an operating partner. The advisory perspective they bring has shaped every major decision this year.
Proactive, organized, and incredibly responsive. ClearPath has become a core part of how we operate — not a once-a-year filing exercise.
Your business deserves more than reactive accounting. A short conversation is the easiest way to see how strategic advisory and modern financial operations can help you move forward with confidence.
