Let’s find your clear path.

ClearPath Advisors is an AI-forward accounting firm offering audit, tax, and advisory services for growing private companies and families. Our under-mark is Accounting & Tax. We are a fictional demo firm used to show how a ParaPhone phone agent works with a real website knowledge base.

We brand as ClearPath Advisors — Accounting & Tax. Our service line is Audit · Tax · Advisory. We do not market the firm as “ClearPath CPAs.” Experienced advisors on the team handle licensed work appropriate to each engagement; for this demo, treat us as an accounting & tax advisory firm.

Four pillars: (1) tax planning and preparation, (2) accounting and bookkeeping, (3) audit, review, and assurance, (4) business advisory / fractional CFO. Details, timelines, and document lists are on the Services page.

Primary focus: construction and contractors, real estate owners and investors, and family-owned / professional firms. Nonprofits, agriculture & wine, and standalone high-net-worth work are select-fit only.

Yes. Construction is a primary vertical. We help with job-costing, WIP schedules, bonding/lender packages, and tax planning around backlog and equipment.

Yes. We regularly work with multi-entity rental and development structures, partner capital accounts, K-1 readiness, and lender reporting.

Illustrative demo bands: tax packages roughly $1,200–$8,000+ depending on complexity; monthly accounting roughly $800–$4,500; audits and advisory are custom quotes (advisory retainers often $1,500–$6,000 / month). Exact fees come after a discovery call. See Services → Fees.

Discovery call → proposal within 3 business days → engagement letter → systems access and document checklist → steady monthly or tax cadence. Most new clients are live within one to three weeks after signing.

Typically: prior-year tax returns, entity formation docs, ID for signers, bookkeeping export or accountant access, bank statements if catching up, and a list of entities/owners. Tax-only clients get a season checklist; audit clients get a prepared-by-client list in week one.

Office hours: Monday–Friday, 8am–5pm Central. Phone (555) 014-2800. Email hello@clearpathadvisors.demo. The phone agent on this site can answer questions from these pages anytime (24/7 for the demo).

Austin, Texas (demo headquarters). We work with clients remotely across the U.S.; fieldwork for audits is mostly remote with on-site only when needed.

Yes. AI helps with intake, scheduling, and answering common questions from this website so humans can focus on judgment-heavy work. Partners and managers still own complex tax, deals, audits, and advice.

Maya Chen (Tax), Jordan Hale (Advisory), Sam Rivera (Assurance). Short bios are on the About page. The phone agent can route “who should I talk to?” questions using those roles.

Phone agent: immediate for site-based questions. Human email: same business day during office hours for existing clients; new prospect proposals within 3 business days after discovery.

Sometimes. We can take over books fully, oversee your in-house bookkeeper, or run a hybrid. We’ll recommend the lightest model that keeps reporting reliable.

Yes — QuickBooks Online and Xero are preferred. Desktop migrations and cleanups can be scoped as projects.

No. Audits take weeks, not hours. We never guarantee refund amounts or audit outcomes.

We don’t provide investment advice, draft legal documents, run a crypto trading desk, or take engagements where independence would be compromised without safeguards. We’ll say so up front.

ClearPath Advisors is a fictional demo firm created so prospects can taste a ParaPhone phone agent that uses a believable accounting-firm website as its knowledge base. The product behind the agent is ParaPhone.io. This site is not a licensed practice.

Use the form on this page, call (555) 014-2800 during office hours, or ask the phone agent to take a callback request. For the demo, the agent is the fastest path to answers.