Loading...
Loading...
From tax strategy to full-service bookkeeping, Clearpath Advisory helps small and mid-size businesses gain clarity, save money, and scale with confidence.
Comprehensive financial solutions tailored to your business stage and industry.
Deep expertise across the sectors that power San Diego's economy.
Founded in 2010, Clearpath Advisory was built on a simple premise: growing businesses deserve the same caliber of financial guidance as Fortune 500 companies — without the Fortune 500 price tag.
Every engagement is led by a licensed CPA with hands-on experience in your industry. We don't just file returns — we build financial roadmaps that help you make confident decisions year-round.
Licensed CPAs · QuickBooks ProAdvisors · AICPA Members
Managing Partner
MBA, CPA · 18 years experience
Tax Director
MST, CPA · 12 years experience
Tools and insights to keep your finances on track.
The 30 most commonly missed deductions that could save your business thousands this filing season.
Download Free →
A step-by-step checklist to close your books cleanly and start the new year with confidence.
Download Free →
On-demand session covering the forecasting frameworks we use with our advisory clients.
Download Free →Clearpath saved us over $40,000 in our first year through smarter entity structuring alone. They think three steps ahead.
Jason Nguyen
E-Commerce · 12 employees
We finally have financial statements we can actually understand. Our monthly reviews with Sarah have transformed how we make decisions.
Dr. Maria Santos
Healthcare Practice
Their payroll transition was seamless. We went from constant errors with our old provider to zero issues in 18 months.
Chris Dunn
Construction · 35 employees
Address
550 West C Street, Suite 1400
San Diego, CA 92101
Phone
(619) 555-0909
hello@clearpathadvisory.com