IOLTA-compliant, and in control of your firm's trust accounting
Helping Law Firms Stay Compliant & In Control
At ClearPath CPA, we help California law firms stay compliant, profitable, and in control of their trust accounting—especially when it comes to CTAPP and IOLTA compliance.
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Founded by a California-licensed CPA with experience in Big 4 audit and corporate finance, ClearPath was built to give attorneys a better way to manage their books, trust funds, and reporting without the confusion or risk.
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We don’t just “do bookkeeping.” We support your operations with accurate reporting, trust accounting insights, and cloud-based tools like QuickBooks and Clio that make your life easier.
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Whether you're preparing for your annual CTAPP reporting or just need clean, accurate books month to month, we’ve got your back.
Big 4
Experience
Why Law Firms Work With ClearPath CPA
We understand California trust accounting inside and out
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We're licensed to perform CPA compliance reviews
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We focus exclusively on law firms - no distractions
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We make financial systems easier, not more complicated
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We're proactive, not reactive - we catch issues before the State Bar does
