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.
No. You are not required to purchase or maintain an accounting software subscription to work with Simple Path Tax. Each client’s system is tailored based on how they already operate.
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.
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.
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.
Your Path is based primarily on transaction volume, reporting needs, and how much insight or hands-on support you want. During our Discovery Call, I help confirm the best fit and recommend upgrades only when they truly add value.
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.
Yes. Many add-ons are available as stand-alone services.
We’ll have a Discovery Call and then I will send out onboarding instructions, system setup guidance and a clear outline of what to expect each month so nothing feels confusing or overwhelming.