Welcome to ClearPath Advisories
Bookkeeping You Can Trust. Expertise You Can Count On.
With over 75 years of combined experience, we provide full-charge bookkeeping and accounting services tailored to your business. Our team partners with you to deliver reliable financial reporting, tax-smart strategies, and peace of mind—so you can grow with confidence.
Who Are We?
Financial Precision Backed by Decades of Experience.
Guided by Experience. Grounded in Trust. Focused on Your Financial Clarity.
ClearPath Advisories is led by founder Trennon Udall, with lead financial strategist Tava Udall contributing over 35 years of experience. Backed by a team with 75+ years of combined expertise, we deliver tailored accounting solutions that help small to mid-sized businesses manage their books and build smart financial strategies for growth—with clarity, confidence, and peace of mind.
Why Clients Choose Us...
Trusted for Precision. Chosen for Strategy. Valued for Real-World Results.
Unmatched experience - Decades of hands-on accounting success you can count on.
Reliable and responsive – You’ll know where your books stand—and where you’re headed.
Detail-oriented and proactive – We don’t just track transactions—we guide your strategy.
Industry-specific knowledge – Financial insights tailored to your specific business landscape.
Tax-smart mindset – Books that work with your tax plan, not against it.
Our Mission
Where Clean Books Fuel Smart Growth
Every business owner deserves accurate books, clear financials, and a trusted partner behind the numbers. At CP Advisories, we simplify the complex, eliminate guesswork, and empower you to make confident, informed decisions—every time
Trusted by Businesses Across Industries
From retail to real estate, construction to dental practices,
our clients span a wide range of industries—each with unique
challenges and goals. We bring tailored expertise to every engagement,
helping business owners make confident financial decisions, no matter their field.
Golf Course Operations
Retail Fashion Brands
Construction & Contracting Firms
Construction & Contracting Firms
Restaurants and Hospitality Groups
Real Estate Brokerages and Investors
Dental and Medical Practices
Property Management Companies
Property Management Companies
Financial Services Firms
Each industry presents its own unique challenges—and we know how to navigate them
with accuracy, compliance, and strategic insight.
What We Do...
Your Finances, Handled With Precision
Accurate Reconciliation, Every Time
We ensure your bank and credit card accounts are reconciled monthly—down to the last cent. This eliminates errors, catches discrepancies early, and gives you confidence that your numbers reflect reality.
Proper Coding That Makes Sense
Our experienced team categorizes your transactions with precision and consistency, following GAAP (General Accepted Accounting Principles). Whether it’s operating expenses, payroll, or owner distributions, we make sure every dollar is tracked and
allocated correctly—so your reports are meaningful and your CPA’s job is easier.
Accurate Reconciliation, Every Time
We ensure your bank and credit card accounts are reconciled monthly—down to the last cent. This eliminates errors, catches discrepancies early, and gives you confidence that your numbers reflect reality.
Proper Coding That Makes Sense
Our experienced team categorizes your transactions with precision and consistency, following GAAP (General Accepted Accounting Principles). Whether it’s operating expenses, payroll, or owner distributions, we make sure every dollar is tracked and
allocated correctly—so your reports are meaningful and your CPA’s job is easier.
Strategic Tax Savings
We don’t just keep the books—we help you use them. By organizing your financials in a way that highlights deductible expenses, identifies tax-saving opportunities, and avoids
red flags, we position you to keep more of what you earn.
Clean, Professional Financial Reports
You’ll receive monthly and quarterly financial statements—Profit & Loss, Balance Sheet, and Cash Flow—that are clear, insightful, and ready to share with investors, lenders, or
tax professionals. No more guessing where your money’s going.
Why It Matters
Accurate books aren’t just about compliance—they’re a strategic asset. When your finances are up-to-date and well-organized, you make better decisions, avoid costly mistakes, and plan for the future with confidence.
Why It Matters
Accurate books aren’t just about compliance—they’re a strategic asset. When your finances are up-to-date and well-organized, you make better decisions, avoid costly mistakes, and plan for the future with confidence.
Choose Your Plan
A team of pros for less than one desk and a swivel chair.
Beginning at
Starter Package
$500
Monthly
For solopreneurs and early-stage businesses with low volume.
Up to 2 bank/credit card accounts reconciled
Monthly transaction categorization (up to 75 transactions)
Monthly Profit Loss and Balance Sheet
Email Support
Tax-ready financials
Beginning at
Standard Package
$875
Monthly
For growing businesses needing deeper insights and tax support.
Up to 4 bank/credit card accounts reconciled
Monthly categorization (up to 250 transactions)
Monthly P&L, Balance Sheet, and Cash Flow Statement
Quarterly review call
Tax deduction review + expense optimization
Beginning at
Premium Package
$1500
Monthly
For established businesses with higher complexity and strategic needs.
Up to 6 bank/credit card accounts reconciled
Monthly categorization (up to 400 transactions)
Monthly financial statements with custom reports
Monthly strategy call (budgeting, forecasting, tax prep)
Quarterly tax planning insights
Priority email + phone support
Integration with payroll, invoicing, and POS systems
What our Customer are Saying
ClearPath Advisories completely transformed the way we handle our finances. Their team reconciles everything down to the penny and gives us reports we can actually understand and use. I finally feel confident knowing our books are accurate and up-to-date.
Clark L
As a construction business owner, I’ve worked with firms that didn’t understand our unique needs. ClearPath not only gets our industry—they’ve saved us time, money, and headaches by organizing everything in a tax-smart way. Their expertise is unmatched.
K Construction
I’ve never had a financial partner this proactive. ClearPath doesn’t just track our numbers—they help us make sense of them. Their insights during monthly calls have helped us budget smarter and plan for growth with real confidence.
Tyler R
Frequently Asked Questions
What is full-charge bookkeeping, and how is it different from basic bookkeeping?
Full-charge bookkeeping covers the entire accounting cycle—from categorizing transactions and reconciling accounts to producing detailed financial reports and supporting tax preparation. It’s more comprehensive than basic bookkeeping, giving you strategic insights and audit-ready records.
What industries do you specialize in?
We serve a wide range of industries including retail, real estate, construction, restaurants, medical and dental practices, financial services, property management, and more. Each industry comes with its own challenges, and we tailor our approach to meet them.
How do your service packages work?
We offer tiered monthly packages—Starter, Growth, and Pro—based on your business’s size and complexity. Each package includes bank reconciliations, transaction categorization, and financial reporting, with additional services like strategy calls and tax planning in higher tiers.
Do you offer catch-up or cleanup bookkeeping?
Yes! If your books are behind or disorganized, we offer catch-up bookkeeping starting at $525/month of backlog to bring everything current and accurate.
Can you help me save on taxes?
Absolutely. Our tax-smart bookkeeping approach identifies deductible expenses, highlights red flags, and sets up your records for optimal tax savings—all while keeping you compliant.
What financial reports will I receive?
Depending on your service tier, you'll receive monthly and quarterly Profit & Loss statements, Balance Sheets, and Cash Flow Statements. Our reports are clear, actionable, and ready to share with your CPA, lender, or investors.
Is support included with your services?
Yes. All packages include responsive email support, with phone support and regular strategy calls included in our Growth and Pro plans.
What is full-charge bookkeeping, and how is it different from basic bookkeeping?
Full-charge bookkeeping covers the entire accounting cycle—from categorizing transactions and reconciling accounts to producing detailed financial reports and supporting tax preparation. It’s more comprehensive than basic bookkeeping, giving you strategic insights and audit-ready records.
What industries do you specialize in?
We serve a wide range of industries including retail, real estate, construction, restaurants, medical and dental practices, financial services, property management, and more. Each industry comes with its own challenges, and we tailor our approach to meet them.
How do your service packages work?
We offer tiered monthly packages—Starter, Growth, and Pro—based on your business’s size and complexity. Each package includes bank reconciliations, transaction categorization, and financial reporting, with additional services like strategy calls and tax planning in higher tiers.
Do you offer catch-up or cleanup bookkeeping?
Yes! If your books are behind or disorganized, we offer catch-up bookkeeping starting at $525/month of backlog to bring everything current and accurate.
Can you help me save on taxes?
Absolutely. Our tax-smart bookkeeping approach identifies deductible expenses, highlights red flags, and sets up your records for optimal tax savings—all while keeping you compliant.
What financial reports will I receive?
Depending on your service tier, you'll receive monthly and quarterly Profit & Loss statements, Balance Sheets, and Cash Flow Statements. Our reports are clear, actionable, and ready to share with your CPA, lender, or investors.
Is support included with your services?
Yes. All packages include responsive email support, with phone support and regular strategy calls included in our Growth and Pro plans.
At ClearPath Advisories, we specialize in precise, proactive financial management tailored to your business.
Let’s bring clarity to your books and confidence to your decisions—
contact us
today.
