Effortless Path

Comprehensive bookkeeping with proactive financial support for business owners who want to spend less time managing their books and more time growing their business.

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Perfect For

  • Established Businesses
  • Growing Contractors
  • Service-Based Businesses
  • Business Owners with Multiple Accounts
  • Businesses That Value Ongoing Financial Support
  • Owners Who Want a Hands-Off Bookkeeping Experience

Everything in Smooth Path is Included PLUS

Weekly Transaction Reviews
Up to Five (5) Monthly Account Reconciliations
Weekly Consultation
Priority Email Support

Monthly Deliverables

Owner Dashboard
Profit & Loss Statement
Balance Sheet
Account Reconciliation
Business Insights
Recommended Focus
Outstanding Documentation Requests

400

Monthly Transactions Included

$375

Per Month

5

Accounts Reconciled Monthly

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

Frequently Asked Questions

The Effortless Path is ideal for established businesses with higher transaction volumes, multiple financial accounts, and owners who want ongoing bookkeeping support with regular communication.

The Effortless Path includes up to 400 monthly transactions.

Rather than waiting until the end of the month, transactions are reviewed throughout the month to help keep your financial records organized and current.

Weekly consultation calls provide time to discuss your financial reports, answer questions, review business activity, and address any bookkeeping concerns before they become bigger issues.

Many established businesses manage multiple checking, savings, credit card, loan, or merchant accounts. Reconciling up to five accounts each month helps ensure your financial records remain accurate and complete.

Questions are given priority attention, allowing you to receive timely responses when bookkeeping issues arise.

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?

Enjoy organized books, proactive support, and the confidence that comes from knowing your bookkeeping is being handled every step of the way.

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