Fractional CFO, COO & Operations Partner

Straight answers.
Real growth.

No more circling. Just forward.

ClearPath Forward frees founders and leadership teams from day-to-day operational complexity — across finance, HR, operations, and strategy — so you can focus on what matters most: growing your business.

"If you want to know where efficiency of operations meets joy of collaboration, look no further than David Feller."

Andrew Fretwell · Director of Sales, Arkus Inc
The ClearPath difference

We don't consult from a distance. We serve as an extension of your team — investing our best thinking, staying close to the work, and remaining accountable to the outcomes that matter.

What we do
Four pillars. One clear path forward.

Finance & Accounting

Clean books, clear forecasts, and the financial foundation to grow with confidence. We handle your cash flow and financial modeling, AR/AP management, bookkeeping, budgeting, banking and credit, investor reporting, cap-table management, audit-readiness, and tax compliance.

Operations

Process design, systems selection and administration, project and account management, vendor and contract management, document and information management, business process optimization, and internal and external communications; we remove the friction that slows you down and replace it with infrastructure that scales.

HR & Talent Management

Recruitment, onboarding and intake, employment and contractor agreements, payroll and benefits administration, employee handbook and policy development, performance review frameworks, state and federal compliance, HR systems and tools selection, and offboarding; lean, structured support for fast-moving teams.

Business Development

Identifying industry opportunities, collaborations, partnership and strategic networking, lead generation and pipeline management, CRM, competitive positioning, market and vertical expansion, and customer acquisition strategy; we help you find where the growth is and go get it.

Start-up & Clean-upClearPath Forward works closely with companies just getting started, or those who need to untangle, reset, and build a clean foundation to move forward.
Entity formation & DBAs
Banking & accounts setup
Software & systems setup
QBO bookkeeping setup
Compliance foundation
Clean-up & reorganization
How we work
The work doesn't stop until it's right.
Operational clarity isn't a deliverable. It's a standard we hold ourselves to — every engagement, every time — because your success is the only metric that matters.

Direct and honest

We are not yes people. We provide straight feedback, clear recommendations, and honest assessments of the tradeoffs. We move fast when speed is the priority and slow things down when the decision deserves it.

Thoughtful and intentional

We don't rush judgment. When decisions arise, we think them through carefully and recommend what's right in a given moment; not just what's easy or fast.

Part of your team

We value relationships above all. There is nothing that will come up that we aren't ready to roll up our sleeves and work through, always pushing your best outcome.

Getting started
Simple, honest, and built around your needs.
01

Discovery

Focused conversations to understand where you are, where you want to go, and how to get there. We identify your opportunities and pain points then start mapping the path forward.

02

Proposal for Work

We'll offer a clearly scoped set of responsibilities for each engagement, outlining what we'll do and what it costs. No surprises.

03

Move Forward, Together

Hands-on support alongside your team, we assume ownership of the work, the details, and the results.

About David

A seasoned operator
on your side of the table.

David Feller founded ClearPath Forward after more than 20 years helping small and medium-sized businesses build the operational and financial foundations they need to grow.

His strong work ethic, meticulous attention to detail, and genuinely approachable style make him the kind of partner clients not only keep around, but refer to people they care about.

David is based in Brooklyn, NY, where he lives with his wife and three daughters. Outside of work you'll find him hiking, playing basketball, reading non-fiction, or cooking something tasty.

ClearPath Forward is the firm David always wanted to work with — built on the values he brings to every engagement, and growing into a team that shares his commitment to doing the work right.

20+

Years of experience developing, managing, and streamlining financial, operational, and HR systems for growing businesses.

Every engagement starts with operations — because that's where the leverage is.

Legal

Operational and financial infrastructure for law firms — matter management, billing and collections, vendor and staff administration, state bar compliance, and the business systems that keep a practice running efficiently.

Crypto & Web3

Operational and compliance infrastructure for companies in the digital asset space — KYB/KYC, foundation setup and execution, token generation events, financial reporting, and the systems that keep fast-moving organizations on track and ready to scale.

Professional Services & SMBs

Fractional CFO and COO support for consulting firms and growing businesses at every stage — from building the core to cleaning up and scaling what's already there.

Non-Profits

Operational and financial support for mission-driven organizations — board reporting, audit-readiness, compliance, budgeting, and the infrastructure that lets leadership focus on impact rather than administration.

Book a 45-minute discovery call. No pitch, no obligation, just a friendly and straightforward conversation about where you are and where you want to go.