Frequently Asked Questions
A Path is a monthly bookkeeping service level designed to grow with your business. Each Path includes a clear set of services and a transaction limit, so your costs stay predictable as your needs evolve.
Simple Path Tax is designed for solopreneurs, service-based businesses, contractors, and small business owners who want clean, accurate books without unnecessary software, subscriptions, or complexity.
No. I do not require you to purchase software you don’t want or need. Each client’s system is tailored based on how they already operate.
No long-term contracts. All Paths are month-to-month.
Your Path is based primarily on transaction volume, reporting needs, and how much insight or hands-on support you want. During onboarding, I help confirm the best fit and recommend upgrades only when they truly add value.
Yes. You can change your Path at any time. Adjustments take effect the following month.
A transaction includes income deposits, expenses, transfers, payments, or charges that need to be recorded or categorized.
If you occasionally exceed your limit, additional bookkeeping can be added as an add-on. If it happens consistently, I’ll recommend a higher Path or a custom plan.
Minimal Path provides essential tracking: recorded income and expenses, a tailored chart of accounts, monthly email snapshots, and an annual tax-ready report. It’s ideal for side hustles, seasonal businesses, or those just getting started.
Gentle Path adds categorized transactions, monthly account reconciliation for one (1) account, and a full profit & loss statement, ensuring your books are verified and accurate.
Clear Path includes deeper expense breakdowns, balance sheet overviews, quarterly trend insights, read-only AI access, and a dedicated monthly consultation—making it ideal for owners who want clarity and guidance, not just data.
Smooth Path expands account reconciliation (3 accounts) and provides monthly-updated AI access, supporting busier businesses that need integrated systems and proactive financial insight.
Effortless Path delivers full-service system management with up to 5 account reconciliations and real-time AI-powered access to reports, insights, and interactive financial data.
All Paths include regular monthly or quarterly email summaries, depending on the Path. Higher Paths include balance sheets, insights, and trend analysis.
Yes. Clear Path and above includes a monthly call or consultation. Lower Paths focus on streamlined reporting but I am always available to my clients who need a quick chat!
AI access allows you to explore your financial data, ask questions, and gain insights from your reports. Read-only access begins with Clear Path, with expanded and real-time access available in higher Paths.
Yes. All systems and tools are selected with security and confidentiality in mind.
Add-ons include tax filing (annual, state, historic), payroll and 1099s, catch-up bookkeeping, extra transactions, additional account reconciliations, invoicing, receipt organization, mileage tracking, and custom templates.
Yes. Many add-ons are available as stand-alone services.
Pricing varies based on your selected Path and the scope of the service but I try to keep most of the pricing visible because I don’t want there to be any surprises.
Yes. Businesses consistently exceeding 400 transactions per month will receive a custom plan tailored to their needs.
Absolutely. Historical catch-up and clean-up bookkeeping is available as an add-on.
Choose a Path, complete the onboarding process, and we’ll take it step by step. If you’re unsure which Path fits best, I’m happy to help you decide.
You’ll receive onboarding instructions, system setup guidance, and a clear outline of what to expect each month—so nothing feels confusing or overwhelming.