Discover the Story Behind ClearVue Strategies
ClearVue Strategies P.C., doing business as ClearVue Strategies, was established by Paul Gorman, CPA, to meet the increasing demand for tailored financial guidance in Huntington Beach and beyond. With over 40 years of experience as a CPA and a government finance executive managing treasury operations for an $8 billion cash and investment pool, Paul recognized the need for a firm that truly prioritizes client relationships and unique financial objectives. His vision came to life through a holistic approach that empowers clients to seize control of their financial future.
Our clients range from those seeking expert accounting and tax assistance to individuals and couples in search of comprehensive financial coaching. We have guided a diverse array of clients through intricate financial decisions, helping them define their visions and achieve sustainable growth. Our commitment to understanding each client’s distinct situation has built enduring relationships founded on trust.
OUR Founder
Paul C. Gorman, CPA and Money Coach
FOUNDER AND PRINCIPAL
Executive Profile
Hi, I’m Paul Gorman. With over 40 years in financial services—including extensive experience overseeing treasury operations and developing robust budgeting strategies—I’m dedicated to helping individuals and small businesses achieve their financial goals. I bring a personalized approach to every client interaction, listening closely to your unique needs and working with you one-on-one to develop practical, tailored solutions.
My background in managing multi-billion-dollar treasury operations has honed my skills in cash flow management and long-term financial planning. I also have extensive experience as a CPA working with individuals and businesses in tax preparation and planning, monthly accounting and bookkeeping, and Virtual CFO services. Whether it’s streamlining your accounting processes, preparing your taxes, or planning for a secure financial future, I use my expertise to ensure that your budgeting strategies are both effective and sustainable. In addition, I provide comprehensive financial coaching designed to empower you to make informed decisions that drive growth and stability.
At ClearVue Strategies, our mission is to blend time-tested accounting principles with innovative, client-focused solutions that cater to your specific situation. Let’s work together to secure a brighter, more confident financial future for you and your business.
Education Highlights
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I earned my Bachelor of Science in Accounting from California State University, Long Beach, where I built a strong foundation in accounting principles, financial management, and budgeting techniques. My academic journey was rigorous and hands-on, equipping me with the analytical skills necessary to tackle complex financial challenges.
I’m a licensed CPA in California, a credential that has been central to my professional credibility and success. Early in my career, I was honored to rank among the top candidates for the Certified Treasury Professional (CTP) designation—a testament to my expertise in managing treasury operations and optimizing cash flow. Although I’m no longer an active CTP, the insights and best practices I gained continue to shape my approach to long-term financial planning and strategic budgeting.
Committed to lifelong learning, I regularly participate in professional development courses to stay current with evolving tax laws, financial forecasting methods, financial coaching, AI and accounting software developments. This diverse educational background enables me to provide personalized financial guidance and coaching that empowers individuals and small businesses to build sustainable financial futures.
OUR HISTORY
ClearVue Strategies began with a simple vision: to provide straightforward, personalized financial services for individuals and small businesses. Over time, our mission expanded to include comprehensive tax preparation and planning, along with financial coaching designed to help you navigate life’s financial challenges. We blend time-tested accounting principles with innovative, client-focused solutions that are as unique as you are.
Our journey is about building lasting, personal relationships with every client—ensuring you have the guidance and support you need to secure a brighter, more confident financial future.
OUR AREAS OF SPECIALIZATION
At ClearVue Strategies, my approach is all about tailoring solutions to meet your unique needs. I offer a range of personalized services that not only strengthen your financial foundation but also enrich your personal relationships. Here’s how I can help:
- Strategic Tax Preparation, Planning & Financial Services: Whether you’re an individual or a small business owner, I provide expert tax preparation, planning, and accounting services. My goal is to simplify your financial life and help you achieve sustainable growth.
- Financial Coaching: Step into a future of financial clarity and confidence. With my personalized financial coaching, I work one-on-one with you to craft actionable strategies tailored to your unique financial goals. Whether you’re looking to manage debt, save for a dream, or build long-term wealth, I’ll empower you to take control of your money and create a secure, prosperous future.
- Virtual CFO & Business Consulting: I offer Virtual CFO services designed to guide your business development and management. With a focus on smart budgeting, cash flow management, and long-term planning, I help you navigate the financial challenges of today’s fast-paced market.
- Imago Facilitation Services: In addition to financial expertise, I bring a unique set of skills as a certified Imago Professional Facilitator. I work with individuals, non-romantic dyads, and groups to improve communication, resolve conflicts, and create meaningful connections. By focusing on the space between people, my Imago facilitation services help you move from conflict to connection—empowering you to build stronger relationships both personally and professionally.
My commitment is to provide you with a holistic approach that supports not only your financial success but also the well-being of your personal relationships. Let’s work together to build a brighter, more connected future.