SERVICE 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
“I just need basic bookkeeping. “
Perfect for small or new businesses.
$55/month
Track | Entry-Level support for basic financial tracking.
- Organized Bookkeeping Structure
- Monthly Income & Expense Categorization
- Monthly Profit & Loss Report
- Monthly Financial Summary
- Annual Tax-Ready Financials
- Email Support
UP TO 40 TOTAL TRANSACTIONS
gentle path
“I want to know my numbers are right.”
Ideal for growing businesses needing reliable numbers.
$75/month
Verify | Adds accuracy and consistency through reconciliation.
Gentle Path Adds:
- Monthly Account Reconciliation
- Expanded Reporting
- Quarterly Financial Insights
- Improved Accuracy Review
UP TO 75 TOTAL TRANSACTIONS
clear path
“I want understanding and guidance.”
Perfect for owners who want insight and support.
$125/month
🔥BEST VALUE!
Understand | Financial clarity + reporting + consultation
Clear Path Adds:
- Monthly Balance Sheet
- Monthly Consultation Call
- Advanced Financial Reporting
- Trend Tracking
- Up to 2 Reconciled Accounts
UP TO 150 TOTAL TRANSACTIONS
smooth path
“I need someone helping me run this system.”
Best for owners needing operational support.
$225/month
Manage | System oversight for active businesses
Smooth Path Adds:
- Priority Support
- Workflow Coordination
- Ongoing System Oversight
- Multi-Account Management
- Advanced Financial Review
UP TO 250 TOTAL TRANSACTIONS
effortless path
“I want this off my plate.”
Designed for owners who want their bookkeeping completely handled.
$375/month
Fully Delegate | Full financial management
Effortless Path Adds:
- Fully Managed Bookkeeping Oversight
- Customized Reporting Systems
- Ongoing Consultation Support
- Workflow and Process Support
- Priority Communication
- Multi-Account Reconciliation
UP TO 400 TOTAL TRANSACTIONS
Add-ons
These services can be added at any time if you need more than your Path includes or ordered as stand-alone services.
Pricing varies depending on selection
- Annual Business Tax Filing
- Prior-Year Tax Filing
- Bookkeeping Clean-Up
- Additional Account Reconcilation
- High Transaction Volume Support
- Invoice System Setup
- Ongoing Invoice Management
- Expense & Mileage Tracking Setup
- Subcontractor Compliance Management
- Contractor Agreements & Templates
- Job Cost & Project Tracking Support
Pricing Notes
You may upgrade or downgrade your Path at any time. Changes take effect the following month.
Businesses consistently exceeding 400 monthly transactions will receive a customized plan recommendation.
Included With Every Plan:
✔ Organized bookkeeping structure
✔ Monthly bookkeeping updates
✔ Financial reporting
✔ Annual tax-ready financials
✔ Secure digital communication