Welcome to the Clear Path!

Clear Path Features & Tools

  • INCLUDES EVERYTHING IN GENTLE PATH:
  • Basic Bookkeeping Setup & Guidance
  • Annual Tax-Ready Summary
  • PLUS UPGRADES TO:
  • Detailed Income & Expenses
  • Detailed Profit & Loss Summary
  • Account Reconciliation (2 Accounts)
  • AND ADDS:
  • Balance Snapshot
  • Quarterly Insights/Trends Summary (Email)
  • Read-Only AI Access to your financial data
  • Monthly Call / Consultation