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.
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.
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.
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
We're licensed to perform CPA compliance reviews
We focus exclusively on law firms - no distractions
We make financial systems easier, not more complicated
We're proactive, not reactive - we catch issues before the State Bar does
