Our Services
Clear Path Financial Services provides reliable bookkeeping, payroll support, financial reporting, and business organization services for healthcare and professional service businesses.
Whether you need simple monthly bookkeeping or a more strategic financial partnership, services are designed to bring clarity, reduce stress, and help you make confident business decisions.
What We do
THREE LEVELS OF SUPPORT. ONE CLEAR PATH FOR YOUR BUSINESS
Basic Bookkeeping
Perfect for small businesses with simple bookkeeping needs.
- Up to 2 Financial Accounts and 25 transactions
- Monthly Reconciliations
- Monthly Standard Financial Reports
- Secure Client Portal Access
Growth & Payroll Support
Ideal for growing businesses needing payroll and more support.
- Up to 5 Financial Accounts and 250 transactions
- Monthly Reconciliations
- Monthly Standard Financial Reports
- Secure Client Portal Access
- Payroll Up To 5 Employees
Strategic Business Partnership
For established businesses seeking strategic financial insight.
- Up to 10 Financial Accounts and 500 transactions
- Monthly Reconciliations
- Monthly Standard Financial Reports
- Secure Client Portal Access
- Payroll Up To 5 Employees
- Monthly Financial Trend & Analysis Phone/Video Chat
- Limited Third-Party Audit & Documentation
- CPA/Tax Professional Coordination
SERVICES
One Time & Add On Services
One Time Services
- QuickBooks Accounting Set-up
- Cleanup/Catch-up Bookkeeping
- Historical Reconciliation
Add On Services - Available to our Strategic Business Partnerships
- Accounts Payable Management
- Accounts Receivable Management
- Customer Invoicing
- Multi-State Sales Tax Use/Reporting
- Additional Review Meeting
- Custom Reporting
- Business Operations Consulting