PATH PRICING
Simple, predictable. You build it, we balance it.
Running your business shouldn’t require buying software you don’t want and services you don’t need.
minimal path
$40/month
Entry-Level. Perfect for side hustles, seasonal businesses or getting-started solopreneurs who currently use a shoe box (extra points if the box is one your drill came in) for receipts.
- Tailored Chart of Accounts
- Record Income & Expenses
- Basic Profit & Loss Summary
- Monthly Financial Snapshot (Email)
- Annual Tax-Ready Report
UP TO 40 TOTAL TRANSACTIONS
Minimal Path delivers essential tracking and monthly organization. This path ensures a consistent monthly record of income and expenses is maintained. To move beyond Simple tracking and receive both account reconciliation and a full profit and loss statement each month, the Gentle Path is your ideal next step.
gentle path
$75/month
Steady & Simple. The foundational path for verifying accuracy and consistent monthly reporting.
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. Ready to upgrade to dedicated monthly consultation, deeper insights? The Clear Path is the way forward.
clear path
$125/month
Proactive Management. Most Popular path to clarity, quarterly insights and dedicated monthly consultation.
🔥MOST POPULAR!
INCLUDES EVERYTHING IN GENTLE PATH, PLUS:
- Detailed Income & Expense Categorization
- Full P&L Statement w/Expense Breakdown Report
- Account Reconciliation (2 Accounts)
- Monthly Balance Sheet Overview
- Quarterly Insights/Trends Summary (Email)
- Monthly Call /Consultation
UP TO 150 TOTAL TRANSACTIONS
Clear Path delivers management insights and dedicated monthly consultation. If your business is pushing past 150 transactions the Smooth Path offers a no-hassle system upgrade with insightful reporting!
smooth path
$225/month
Integrated Systems. Designed for busy service businesses requiring complete system management and proactive insight.
INCLUDES EVERYTHING IN CLEAR PATH, PLUS:
- Account Reconciliation (3 Accounts)
- Monthly Call / Consultation
UP TO 250 TOTAL TRANSACTIONS
Smooth Path provides dependable monthly care and detailed, AI-powered system management. Ready to scale to maximum capacity with five or more account reconciliations? The Effortless Path is the ultimate upgrade.
effortless path
$375/month
Comprehensive Solution. Full-service, maximum scale and real-time financial command.
INCLUDES EVERYTHING IN SMOOTH PATH, PLUS:
- Account Reconciliation (5 Accounts)
UP TO 400 TOTAL TRANSACTIONS
Effortless Path provides complete system management and unparalleled access to your financial data. Ready to customize your service further? Explore Add-Ons.
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
- Historical Catch-Up/Clean-Up Bookkeeping
- Extra Bookkeeping Beyond Your Path
- Additional Account Reconciliation
- Custom Business Templates
- Ready-to-Use Document Templates
- Expense and Mileage Tracking
- Project/Job Invoicing
- Receipt & Documentation Organization
Pricing Notes
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.