LEAN +SMART

LEAN +SMART

Whether you have 0 or 5000+ employees, cost savings and efficiency are key to your profitability.

Clear Path Advising helps clients maximize business focus, profitability, and life balance while providing ethical, trustworthy, and intelligent advice and support.

Small Business Advising

Providing comprehensive CFO and bookkeeping services so you can focus on your core business.
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Personal Advising

Providing financial services in order to simplify your life and bring clarity to your financial circumstances.
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Testimonials

  • Pam has been an integral part of my public relations agency. She has very valuable advice and is someone I lean on heavily to help me make decisions for my business. I use Pam for help with accounting, bookkeeping, human resources and much more. She is honest and trustworthy and always available to help.

    Kristina Godfrey, Godfrey Sanders, Public Relations
  • Pam has provided me high quality work since I hired her in 2012. She is very thorough and during tax time coordinates everything with my enrolled agent so there is little involvement on my part. This saves me a lot of time and provides a lot of peace of mind knowing something important is being taken care of correctly.

    Paul Pendorf, Laguna Niguel, CA
  • Pamela is a dedicated professional who delivers results.  Pamela worked for me as a part time consultant at Veritas Technologies from April 2017 until July 2018.  Her role was centered around server and storage capacity management.  Pamela was quick to understand the intricacies of our environment and over the following months she engaged our application managers for resizing and de-provisioning and eliminated over $1M in excess capacity from our compute environment.  In addition, she took care of a monthly review, audit and correction tracking of service provider invoices and credits.

    Philip Palmer, Director, IT Infrastructure and Operations
  • I have been working with Pam Gordon for almost a year as a bookkeeper for my small business.  She completely overhauled my books and has been responsible for its ongoing maintenance.

    Pam’s steadfastness to detail and quick response time, I believe, are largely responsible for the dramatic turnaround in my books and accounting processes.

    Pam has been a true game-changer in identifying and enhancing the areas of my business that weren’t performing as well as they could have, and thus she has my highest endorsement.

    Lindsy Martin, Lindsy Martin Interior Design
  • I feel very lucky to be working with Pamela. She is accurate, efficient, and delightful to work with.  She has simplified my life and taken important tasks off my plate. Last week, when I received a bill from a vendor I thought was in error, I emailed her and within a few hours she gave me a summary of every check I have paid to that vendor. Fabulous service.

    MS, Palo Alto
  • Pam has a wonderful way of making all my bookkeeping needs seem so easy.  Any stress I use to have with my bookkeeping is gone, now that I have Pam’s help, I have total confidence.

    Alicia Stevenson
  • Through Pam’s diligence, working with multiple application owners, she was able to significantly reduce storage cost, increase storage utilization, and optimize server utilization in the environment. In addition, Pam’s input and collaboration helped us as a supplier to develop a repeatable monthly reporting process.

    While working with Pam, she always conducted herself professionally, was open to listen, and work through problems and issues. I would have no hesitation to work with Pam in the future.

    David Weidman PMP
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DAILY MONEY MANAGEMENT

A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families and who manages personal daily money matters such as bills, budgets and record keeping.

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CFO ON-DEMAND

Small businesses can’t afford a full time CFO or CPA; we provide these functions on an as-needed basis.

INDUSTRIES

Smart Insight Sees No Barriers

At Clear Path, we’ve helped a vast array of small and enterprise sized businesses find similar issues. We’ll get to know your model and deliver clarity that benefits you.

  • RETAIL

  • MEDICAL OFFICE & BILLING

  • FOLEY ARTISTRY

  • INTERIOR DESIGN

  • NON-PROFITS

  • DESIGN

  • PROFESSIONAL SERVICES

  • IT

  • LEGAL SERVICES

  • GARMENT INDUSTRY