Gentle Path

Bookkeeping with monthly reconciliations and expanded reporting for businesses that are growing and need greater financial confidence.

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Perfect For

  • Growing Small Businesses
  • Sole Proprietors
  • Service Businesses
  • Contractors
  • Businesses Ready for Monthly Reconciliations

Everything in Minimal Path is Included PLUS

One (1) Monthly Account Reconciliation
Verified Financial Records

Monthly Deliverables

Owner Dashboard
Profit & Loss Statement
Account Reconciliation
Outstanding Documentation Requests

FeatureMinimalGentleClearSmoothEffortless
Monthly Transactions4075150250400
Transaction Categorization✓✓✓✓✓
Owner Dashboard✓✓✓✓✓
Profit & Loss Statement✓✓✓✓✓
Balance Sheet——✓✓✓
Account Reconciliation—1235
Business Insights———✓✓
Recommended Focus———✓✓
Outstanding Documentation Requests✓✓✓✓✓
Consultation——MonthlyMonthlyWeekly
Annual Tax-Ready Financials✓✓✓✓✓
Email Support✓✓✓✓Priority
75

Monthly Transactions Included

$75

Per Month

1

Accounts Requiring Reconciled

Frequently Asked Questions

The Gentle Path is ideal for growing businesses that need organized bookkeeping along with monthly account reconciliation and more detailed financial reporting.

The Gentle Path includes up to 75 monthly transactions.

If your business consistently exceeds 75 monthly transactions, I’ll recommend the next Path that better fits your bookkeeping needs.

The Gentle Path adds monthly account reconciliation and expanded reporting, providing greater confidence that your financial records accurately reflect your business activity.

No. You are not required to purchase or maintain an accounting software subscription to work with Simple Path Tax.

That’s okay. If you need past months completed before beginning monthly service, I’ll discuss cleanup options with you before your recurring bookkeeping begins.

Absolutely. Every Path is designed to grow with your business. You can upgrade whenever your bookkeeping needs change.

Yes. You’ll receive monthly financial reports, quarterly financial insights, and annual tax-ready financials.

Most clients securely upload bank statements, receipts, and other documents through the Simple Path Tax client portal, making it easy to work together from anywhere.

The Gentle Path is billed at $75 per month. Services are invoiced monthly and work begins once payment has been received.

No. Simple Path Tax provides flat-fee monthly bookkeeping without long-term contracts or required software subscriptions.

Ready to Get Started?

Take the next step toward organized books and greater financial confidence with the Gentle Path.

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