About

Clear answers. Modern practice.

ClearPath Advisors is an AI-forward accounting practice for owners who want less fog and more decisions. This site is a believable demo knowledge base for ParaPhone phone agents.

Our approach

We combine always-on AI assistance with partner-led judgment. Routine questions get answered fast from this website. Complex work gets the time and experience it deserves.

We are not positioning this demo as “ClearPath CPAs.” The firm name is ClearPath Advisors — Accounting & Tax — with a service line of Audit · Tax · Advisory.

  • Respond to prospect questions in plain English
  • Scope work before we start; write change orders before extras
  • Name a primary advisor and a backup on every engagement
  • Use cloud tools first; paper only when required
  • Say “we’re not the right fit” when we aren’t

At a glance (demo facts)

  • Founded: 2019
  • HQ: Austin, TX (demo)
  • Team size: 28 people
  • Focus: Construction, real estate, family & professional firms
  • Clients: ~180 active engagements
  • Hours: Mon–Fri 8am–5pm CT
  • Phone: (555) 014-2800
  • Email: hello@clearpathadvisors.demo
  • Phone agent: answers from this site 24/7 (demo)

Leadership (fictional)

Who you’d meet

Maya Chen

Managing Partner · Tax

Leads tax planning for multi-entity owners and family businesses. Fifteen years in public accounting; known for turning projections into decisions owners can actually use.

Ask the agent: “Who handles tax?” → Maya’s team.

Jordan Hale

Partner · Advisory

Fractional CFO work, cash forecasting, and succession for construction and real estate clients. Former controller at a regional GC.

Ask the agent: “Who helps with cash flow?” → Jordan’s team.

Sam Rivera

Partner · Assurance

Audits and reviews for contractors and real estate entities — calm under lender deadlines. Coordinates fieldwork so your team isn’t stuck in conference rooms for weeks.

Ask the agent: “Who leads audits?” → Sam’s team.

Our story

Built for owners who want a clear path

ClearPath started as a small Austin practice helping contractors and property owners get books and tax plans that matched how they actually run the business — job cost, entities, draws, and all. We grew by staying senior-led: you still talk to partners who know your file, not a rotating call center.

Today we blend that boutique judgment with always-on AI on the front door. Routine questions (hours, docs, fee bands, onboarding) get answered from this site. Complex planning, audits, and advisory stay with humans who own the relationship.

What clients say they wanted

  • One firm for books, tax, and year-round planning — fewer handoffs
  • Industry fluency in construction, real estate, and professional firms
  • Proposals with a real scope and a named advisor before work starts
  • Faster answers after hours without waiting until Monday
  • Honest “not a fit” when the work is outside our focus

How we measure a good engagement

  • On-time closes and filings against the calendar we agreed
  • Fewer surprises at tax time because we planned mid-year
  • Owners who can explain their numbers to a banker or board
  • Document requests that are clear the first time
  • A backup contact so you’re never stuck on one person’s vacation

Working with us

What the first 90 days look like

  1. Week 1 — Access & map Systems (QBO/Xero, bank feeds, payroll export), entity chart, and prior returns. We send a prepared-by-client list so nothing is vague.
  2. Weeks 2–4 — Stabilize Catch-up or cleanup if needed, first close or tax calendar set, intro to your partner + manager.
  3. Days 30–90 — Cadence Monthly package or tax projections on a fixed schedule; Slack/email channel live; first advisory or planning meeting if scoped.

After that, most clients settle into a steady monthly rhythm. Peak tax season has its own calendar — we publish it in January so you’re never guessing.

Values we hire and fire by

  • Clarity over jargon — if we can’t explain it, we don’t bury it
  • Scope honesty — change orders before extras, never after
  • Industry context — job cost and entities matter here
  • Respect for your time — short meetings, prepared agendas
  • Independence when it counts — we won’t pretend we can audit our own books

Community & careers (demo)

We sponsor local builder and realtor peer groups and host two owner roundtables a year (cash, tax, and exit themes). Open roles — when we have them — are posted as staff accountant, tax senior, and advisory associate.

Ask the phone agent: “Do you hire?” or “Do you work with construction companies?” for the short answer drawn from this page.

Tools we use

  • QuickBooks Online and Xero for books
  • Secure portal for document exchange
  • Shared Slack or email channel per client
  • Video for reviews; phone agent for first-line questions
  • E-signature for engagement letters

What we don’t do

  • Investment advice or securities recommendations
  • Legal drafting (we coordinate with your attorney)
  • Guaranteed tax outcomes
  • Same-day audits
  • Crypto trading desk / fund audits (out of scope for this demo firm)

ClearPath Advisors is a fictional demo firm. Not a licensed CPA practice. Product behind the phone agent: ParaPhone.io