PATH PRICING

Simple, predictable. You build it, we balance it.

minimal path

$40/month

Light & easy, perfect for side-jobs or seasonal businesses.

  • Basic Bookkeeping Setup & Guidance
  • Record Income & Expenses
  • Basic Profit & Loss Summary
  • Annual Tax-Ready Summary

UP TO 40 TOTAL TRANSACTIONS

Minimal Path keeps things organized month-to-month. If you want more reports and monthly support, the Gentle Path is your ideal next step.

Choose MINIMAL Path

gentle path

$75/month

Steady, simple & smooth, great for growing small businesses.

INCLUDES EVERYTHING IN MINIMAL PATH, PLUS:

  • Categorized Income & Expenses
  • Full Profit & Loss Statement
  • Account Reconciliation (1 Account)
  • Quarterly Financial Summary (Email)

UP TO 75 TOTAL TRANSACTIONS

Gentle Path gives your books a steady monthly rhythm. If you’re ready for clearer insights and more structured reporting,, the Clear Path is the way forward.

Choose GENTLE Path

clear path

$125/month

Streamlined, everything you need without the clutter.

MOST POPULAR!

INCLUDES EVERYTHING IN GENTLE PATH, PLUS:

  • Detailed Income & Expense
  • Detailed Profit & Loss Statement
  • Account Reconciliation (2 Accounts)
  • Balance Snapshot
  • Quarterly Insights/Trends Summary (Email)
  • Read-Only AI Access to your financial data
  • Monthly Call / Consultation

UP TO 150 TOTAL TRANSACTIONS

Clear Path delivers organized books and reliable monthly reporting. If you want deeper monitoring and more frequent updates, the Smooth Path is the way to go.

Choose CLEAR Path

smooth path

$225/month

Built for busy service businesses that want no-hassle system support

INCLUDES EVERYTHING IN CLEAR PATH, PLUS:

  • Account Reconciliation (3 Accounts)
  • AI Access Updated Monthly — explore and ask financial questions
  • Monthly Call / Consultation

UP TO 250 TOTAL TRANSACTIONS

Smooth Path keeps your books fully updated with dependable monthly care. For a completely hands-off experience, Effortless Path is your upgrade.

Choose SMOOTH Path

effortless path

$375/month

Full-service, stress-free bookkeeping — everything handled for you.

INCLUDES EVERYTHING IN SMOOTH PATH, PLUS:

  • Account Reconciliation (5 Accounts)
  • FULL-SERVICE AI-Powered access to real-time reports, insights, and interactive financial data

UP TO 400 TOTAL TRANSACTIONS

Effortless Path provides a full, hands-off bookkeeping experience. Add extra services anytime through our Add-Ons.

Choose EFFORTLESS Path

Add-ons

Pricing varies depending on your Path.

These services can be added at any time if you need more than your Path includes — or ordered as stand-alone services.

  • Annual Tax Filing
  • State & Local Tax Filing
  • Historic Tax Filing
  • Payroll & contractor 1099 Filing
  • Clean-Up/Clean-Up Bookkeeping
  • Extra Bookkeeping Beyond Your Path
  • Bank & Credit Card Reconciliation
  • Custom Business Templates
  • Ready-to-Use Document Templates
  • Expense and Mileage Tracking
  • Project/Job Invoicing
  • Receipt & Documentation Organization
choose your add-ons

🔧 Additional Pricing Notes

Pay only $1 per transaction over your Path’s included monthly transactions.

You can upgrade or downgrade your Path anytime — changes take effect the following month.

Businesses consistently exceeding 400 transactions/month will receive a custom plan.

Still have questions?

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