Disha Patel, CPA

Owner / Founder
ClearPath Accountancy
Sunnyvale, CA 94089

Disha Patel, CPA, is the founder of ClearPath Accountancy, a Silicon Valley-based firm dedicated to empowering small businesses and female entrepreneurs with financial clarity, compliance, and strategic growth. With over 16 years of experience in accounting and assurance, she combines her expertise as a Certified Public Accountant (CPA) and Chartered Accountant (CA) to deliver comprehensive tax, accounting, and audit-readiness services. Alongside her work at ClearPath, Disha also serves as an Audit and Professional Development Instructor at 20-20 Services LLC, where she develops and leads training programs that advance professional knowledge across the industry.

Disha’s career began in India, where she earned her Chartered Accountant designation and gained foundational experience in accountancy before relocating to the United States. In the U.S., she earned a Master’s degree in Accounting from Suffolk University and worked in Boston and California at prominent firms, including RSM US LLP, where she held leadership roles in assurance and client service. Throughout her career, she has been recognized for her ability to simplify complex financial concepts, provide actionable insights, and mentor aspiring professionals, reflecting her commitment to continuous learning and public-facing leadership.

Beyond her professional achievements, Disha is deeply committed to giving back. She actively volunteers in initiatives focused on child welfare, community improvement, diversity, equity, and education. A recognized thought leader in her field, she has been selected as one of Influential Women for 2026 and remains dedicated to fostering growth and operational excellence for both organizations and individuals. Disha balances her professional endeavors with a fulfilling personal life, embracing opportunities to nurture her family while building a legacy of meaningful impact in the business and accounting community.

• Certified Public Accountant (CPA)
• Chartered Accountant

• Suffolk University - MAcc

• ProVisors - Silicon Valley Chapter
• The Institute of Chartered Accountants of India
• California Board of Accountancy

• Taproot Foundation

Q

What advice would you give to young women entering your industry?

My advice to young women entering the accounting industry is to be eager learners, stay open-minded, and focus on your own growth. Always remain true to yourself as you navigate your career, and let authenticity guide your professional journey.

Locations

ClearPath Accountancy

Sunnyvale, CA 94089

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