Welcome to the Smooth Path!

Smooth 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