Clear Path – $125 Monthly

You’ve Chosen Clear Path! Let’s Get Started.

Perfect for growing businesses that want more detailed reporting and regular monthly guidance to stay on track.

I’m excited to help you with Clear Path! To get started, please fill out the quick form below. After you submit, I will send you a full intake form and instructions for uploading your documents to me.

Clear Path Features & Tools

$125 Monthly

150 TOTAL Monthly Transactions

  • 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

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.

Check out Smooth Path Features & Tools Now!