Smooth Path – $225 Monthly

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

For growing businesses with steady monthly activity who want organized books and simple, reliable support—without the stress.

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.

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