Clear Path

Gain deeper financial visibility with detailed reporting, monthly guidance and the confidence to make informed business decisions.

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Perfect For

  • Growing Businesses
  • Established Small Businesses
  • Service Businesses
  • Contractors
  • Owners Ready for Better Financial Insight

Everything in Gentle Path is Included PLUS

Up to Two (2) Monthly Account Reconciliations
Monthly Balance Sheet
Monthly Consultation

Monthly Deliverables

Owner Dashboard
Profit & Loss Statement
Balance Sheet
Account Reconciliation
Outstanding Documentation Requests

150

Monthly Transactions Included

$125

Per Month

2

Accounts Requiring Reconciled

FeatureMinimalGentleClearSmoothEffortless
Monthly Transactions4075150250400
Transaction Categorization✓✓✓✓✓
Owner Dashboard✓✓✓✓✓
Profit & Loss Statement✓✓✓✓✓
Balance Sheet——✓✓✓
Account Reconciliation—1235
Business Insights———✓✓
Recommended Focus———✓✓
Outstanding Documentation Requests✓✓✓✓✓
Consultation——MonthlyMonthlyWeekly
Annual Tax-Ready Financials✓✓✓✓✓
Email Support✓✓✓✓Priority

Frequently Asked Questions

The Clear Path is designed for established businesses that want more than basic bookkeeping. It provides deeper financial reporting and regular monthly guidance to help owners make informed decisions.

The Clear Path includes up to 150 monthly transactions.

If your bookkeeping needs exceed the Clear Path, upgrading to the Smooth Path is simple and ensures your bookkeeping continues to match your business.

Each month we’ll review your financial reports, discuss trends, answer questions, and help you better understand your business performance.

A Balance Sheet provides a snapshot of your business’s assets, liabilities, and equity, giving you a more complete picture of your financial position beyond your monthly Profit & Loss statement.

Many businesses operate with both a business checking account and another financial account, such as a savings or credit card account. Reconciling both each month helps improve accuracy and confidence in your financial records.

Absolutely. Every bookkeeping Path is designed to grow with your business, making it easy to move to the next level whenever your needs change.

Yes. The Clear Path includes monthly Profit & Loss statements, Balance Sheets, trend reporting, monthly financial reviews, quarterly insights, and annual tax-ready financials.

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.

The Gentle Path is billed at $75 per month. 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.

Ready to Get Started?

Gain greater confidence in your financial decisions with bookkeeping designed to give you a clearer view of your business.

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