BrightPath CFO
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, Gusto, ADP
Who they say they serve: contractors (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | BrightPath CFO | home page Sep 27, 2026 | |
| Website | https://brightpathcfo.com/ | home page | |
| Office locality | Columbia, MD | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +14106710597 | home page | |
| Offers bookkeeping | Documented: QuickBooks Bookkeeping & CFO Services in Columbia MD Skip to content Reliable QuickBooks Bookkeeping for... | home page | |
| Monthly bookkeeping | Documented: ...for Growing Businesses Every plan includes certified QuickBooks ProAdvisor expertise, monthly reconciliation, and a dedicated point of contact who knows your business inside out.... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...identify what needs to happen next. From there we map out a service plan, handle any cleanup your books need during onboarding, and begin monthly management. Most businesses are... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...and equipment expenses make cash flow management a constant stress. With proper accounts receivable tracking, cash flow forecasting, and a controller who watches the numbers... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...statements change everything. Cash Flow Feels Unpredictable Monday you can cover payroll. Thursday you're wondering if that vendor check is going to bounce. Seasonal swings... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...content Reliable QuickBooks Bookkeeping for $399/Month Clean monthly books, dependable financial statements, and direct access to Chad Burns-not a faceless bookkeeping platform.... | home page | 6 pts (max 6) |
| Industries served (documented) | contractors | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Gusto, ADP | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /controller-services-columbia-md | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$399/Month" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...pricing Outsourced Bookkeeping, Controller & CFO Services Built for Growing Businesses Every plan includes certified QuickBooks ProAdvisor expertise, monthly reconciliation, and a... | home page | 5 pts (max 5) |
| Onboarding described | Documented: ...exactly where your HVAC accounting is costing you money. No obligation. No sales pitch. HOW IT WORKS How Our Outsourced Bookkeeping & CFO Services Work Getting your finances in... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...are willing to switch) Have books that are messy, behind, or poorly categorized Need monthly financial statements they can actually trust Want to stop doing their own bookkeeping... | /bookkeeping-services-columbia-md | 4 pts (max 4) |
| Named contact / team | Maryland Choose BrightPath, CFO | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...plan includes certified QuickBooks ProAdvisor expertise, monthly reconciliation, and a dedicated point of contact who knows your business inside out. FOUNDATION Bookkeeping... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Chartered Accountant' in Columbia, MD on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Privacy / data-handling page (0 pts, max 2).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Maryland Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from BrightPath CFO's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.