Monthly Bookkeeping
& Financial Reporting
for Growing Businesses

Delivered by the 5th business day. Flat monthly pricing.

We handle your bookkeeping, reconcile your accounts, close your books monthly, and deliver financial reports that show revenue, expenses, cash flow, and profitability. Optional AR and AP management available.

Monthly Bookkeeping (Foundation)

Transaction categorization
Bank & credit card reconciliations
General ledger maintenance
Month-end close
Error corrections

a person sitting at a desk with a calculator and a notebook

a person sitting at a desk with a calculator and a notebook

Financial Reporting (Visibility)

Delivered by the 5th business day:

Income Statement
Balance Sheet
Cash Flow Report
KPI Dashboard

Core Monthly Services

Profitability Tracking (Insight)

Job costing
Margin analysis
Job profitability reporting
Custom KPI dashboards

Know exactly how your business performed each month, no surprises.

See which jobs make money and which drain profit before it’s too late.

Trust your books are under control so you can focus on growing your business

Accounts Payable Management

Customer invoicing
Payment tracking
Aging reports
Collections follow-up

a person sitting on a bed with a laptop

a person sitting on a bed with a laptop

Optional Back-Office Support

person holding pencil near laptop computer

person holding pencil near laptop computer

Invoice entry & coding
Approval workflows
Payment scheduling
Vendor management

Accounts Receivable Management

Keep cash flow predictable and vendors happy.

Trees with autumn leaves line a park path

Why Clear Path Accounting?

✔ Flat monthly pricing
✔ Profit-focused reporting
✔ Direct communication
✔ Systems built for growth
✔ Financials delivered by the 5th business day

a man sitting at a desk writing on a piece of paper

a man sitting at a desk writing on a piece of paper

Experienced accountant oversight, and no outsourced data entry

Stop stressing over your numbers →