Smooth Path

Designed for growing businesses that need greater bookkeeping capacity, expanded financial support, and more time to focus on running their business.

Get Started

Perfect For

  • Growing Small Businesses
  • Busy Business Owners
  • Service Businesses
  • Contractors
  • Businesses Managing Multiple Projects
  • Owners Ready to Spend Less Time On Bookkeeping

Everything in Clear Path is Included PLUS

Up to Three (3) Monthly Account Reconciliations
Monthly Consultation
Business Insights
Recommended Focus

Monthly Deliverables

Owner Dashboard
Profit & Loss Statement
Balance Sheet
Account Reconciliation
Business Insights
Recommended Focus
Outstanding Documentation Requests

250

Monthly Transactions Included

$225

Per Month

3

Accounts Reconciled Monthly

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

Frequently Asked Questions

The Smooth Path is ideal for growing businesses that process more transactions, manage multiple financial accounts, and need bookkeeping that keeps pace with increasing business activity.

The Smooth Path includes up to 250 monthly transactions.

As businesses grow, it’s common to manage multiple checking, savings, credit card, or loan accounts. Reconciling up to three accounts each month helps keep your financial records accurate and organized.

The Smooth Path provides additional bookkeeping capacity, another monthly account reconciliation, and enhanced financial reporting to support businesses experiencing continued growth.

Absolutely. The Smooth Path includes all reporting available in the Clear Path, along with enhanced reporting designed for larger and more active businesses.

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

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?

Let Simple Path Tax handle the growing demands of your bookkeeping so you can spend more time running your business.

start smooth path Schedule discovery call