Minimal Path

Simple monthly bookkeeping for businesses that need clean, organized financial records without paying for services they don’t need.

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Perfect For

  • Side Hustles
  • Sole Proprietors
  • New Businesses
  • Seasonal Businesses
  • New Solopreneurs

Minimal Path Includes

Monthly Transaction Categorization
Up to 40 Monthly Transactions
Annual Tax-Ready Financials
Email Support

Monthly Deliverables

Owner Dashboard
Profit & Loss Statement
Outstanding Documentation Requests

40

Monthly Transactions Included

$55

Per Month

0

Accounts Requiring Reconciled

FeatureMinimalGentleClearSmoothEffortless
Monthly Transactions4075150250400
Transaction Categorization✓✓✓✓✓
Monthly Profit & Loss✓✓✓✓✓
Annual Tax-Ready Financials✓✓✓✓✓
Email Support✓✓✓✓✓
Account Reconciliation—1235
Monthly Balance Sheet——✓✓✓
Quarterly Insights—✓✓✓✓
Monthly Review Call——✓✓✓
Weekly Reviews————✓
Weekly Consultation————✓
Priority Support————✓

Frequently Asked Questions

The Minimal Path is ideal for new businesses, sole proprietors, side hustles, and businesses with light monthly activity that need organized bookkeeping without additional reporting or management services.

The Minimal Path includes up to 40 monthly transactions. If your business grows beyond that, upgrading to another Path is quick and seamless.

No problem. If your monthly activity consistently exceeds 40 transactions, I’ll recommend the Path that best fits your business so you continue receiving the right level of service.

No. You don’t need to purchase accounting software to work with Simple Path Tax. If you already use QuickBooks or another accounting platform and it’s working well for your business, I’ll gladly work within your existing system.

Absolutely. If you need past months completed before beginning monthly bookkeeping, I’ll review your records and recommend the best cleanup option before your recurring service begins.

Yes. Every Path is designed to grow with your business, and you can upgrade whenever your bookkeeping needs change.

Each month you’ll receive a Profit & Loss Statement, and at year-end you’ll receive tax-ready financials to help prepare for tax season.

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 Minimal Path is billed at $55 per month. Services are invoiced monthly, and work begins after payment has been received.

No. Simple Path Tax provides flat-fee monthly bookkeeping with no long-term contracts or required software subscriptions.

If your business has relatively few monthly transactions and you simply want organized, tax-ready bookkeeping without advanced reporting or project tracking, the Minimal Path is an excellent place to start.

Yes. Simple Path Tax works with clients remotely using secure document sharing, email, phone, and virtual meetings, allowing you to receive bookkeeping services from anywhere.

The Minimal Path focuses on monthly bookkeeping. Services such as business startup (Launch), invoicing support (Support), project tracking (Build), property due diligence (Scout), or complex document preparation (Scope) are available separately when needed.

Ready to Get Started?

Whether you’re just starting your business or simply want your bookkeeping handled each month, the Minimal Path provides a straightforward foundation for organized financial records.

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