Effortless Path – $375 Monthly

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

For contractors and service businesses with heavy monthly activity who want completely hands-off, done-for-you bookkeeping.

I’m excited to help you with Effortless 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.

Effortless Path Features & Tools

  • INCLUDES EVERYTHING IN CLEAR PATH:
  • Basic Bookkeeping Setup & Guidance
  • Annual Tax-Ready Summary
  • Detailed Income & Expenses
  • Detailed Profit & Loss Summary
  • Balance Snapshot
  • Quarterly Insights/Trends Summary (Email)
  • Monthly Call / Consultation
  • PLUS UPGRADES TO:
  • Account Reconciliation (3 Accounts)
  • AI Access UPDATED MONTHLY – explore and ask financial questions
  • AND ADDS:
  • Snap-&-Send Receipts Inbox