We do your books.
You make people beautiful.
The piece of mind looks great, on you.
$500 One-Time Fee
Includes Quickbooks Subscription
Setup of QuickBooks Online (Simple Start)
Includes 3 business banking accounts (checking, savings, and credit card)
If no credit card, includes two checking/savings accounts
Industry Chart of Accounts
Technical and Emotional Support
Included with all monthly packages
Covers connection troubleshooting, simple corrections, and a supportive partner who cares about your business journey
$350 per Month
charged monthly automatically on the day you subscribe
Requires a three month commitment; cancel anytime after.
For businesses with up to $200,000 in annual revenue
Includes:
Monthly Bank Reconciliation Report
Quarterly Profit & Loss Statement
Quarterly Balance Sheet
One income connection (SquareSpace or Vigaro)
3 accounts included (checking, savings, credit card)
Additional accounts can be added for $75/account Subscription price will automatically increase when new accounts are linked.
Business Consulting is billed in addition to all these services at $55 an hour when consulting meetings are complete.
All additional services (Payroll, State and Local Taxes, A/R, A/P) are a separate subscription.
Additional P&L and Balance Sheet reports available upon request for a $50/report fee
A minimum three-month commitment is required, with payments billed monthly. Clients may cancel before the end of the initial three-month term; however, all remaining payments for the three-month commitment must be paid in full before cancellation takes effect. After the initial three months, services continue month-to-month. Simply notify us before your next billing cycle to avoid further charges (info@cpateam.org). There are no cancellation fees, and we’ll make sure your off boarding is smooth and clear.
$350 per Month (Due by the 1st of the month)
For businesses with up to $200,000 in annual revenue
Includes:
Monthly Bank Reconciliation Report
Quarterly Profit & Loss Statement
Quarterly Balance Sheet
One income connection (SquareSpace or Vigaro)
3 accounts included (checking, savings, credit card)
Additional accounts can be added for $75/account Subscription price will automatically increase when new accounts are linked.
Business Consulting is billed in addition to all these services at $55 an hour when consulting meetings are complete.
All additional services (Payroll, State and Local Taxes, A/R, A/P) are a separate subscription.
Additional P&L and Balance Sheet reports available upon request for a $50/report fee
This subscription can be canceled at any time. Simply notify us before your next billing cycle to avoid further charges (info@cpateam.org). There are no cancellation fees, and we’ll make sure your off boarding is smooth and clear.
$450 per Month
For businesses with $200,001 to $500,000 in annual revenue
Includes all services provided in Clear Path Subscription
Monthly Bank Reconciliation Report
Quarterly Profit & Loss Statement
Quarterly Balance Sheet
One income connection (SquareSpace or Vigaro)
3 accounts included (checking, savings, credit card)
Additional P&L and Balance Sheet reports available upon request for a $50/report fee
Additional accounts can be added for $75/account Subscription price will automatically increase when new accounts are linked.
Business Consulting is billed in addition to all these services at $55 an hour, ask for a quote prior to meeting.
All additional services (Payroll, State and Local Taxes, A/R, A/P) are included in seperate subscriptions. Please contact our team for pricing.
This subscription service can be canceled at any time. Simply notify us before your next billing cycle to avoid further charges (info@cpateam.org). There are no cancellation fees, and we’ll make sure your off boarding is smooth and clear.
Focus on running your business while ClearPath handles your payroll.
Our Payroll Processing Service is designed for small business owners who want accurate payroll, tax compliance, and peace of mind without the hassle of managing payroll themselves.
Includes:
• Payroll processing through QuickBooks Workforce Payroll
• Direct deposit for employees
• Payroll tax filings and payments through QuickBooks Payroll
• Year-end W-2 preparation
• New employee payroll setup
• Owner payroll processing for S Corporation owners
• Basic payroll support and troubleshooting
• Coordination with your CPA as needed
Perfect For:
• Salon owners
• Beauty professionals
• Small business owners
• LLCs electing S Corporation tax treatment
• Businesses with up to 5 employees
Pricing
$100 per payroll.
Payroll subscription through QuickBooks Workforce Payroll is included.
Additional employees may be subject to additional fees.
Cancel Anytime
This service may be canceled at any time. Simply notify us before your next billing cycle to avoid future charges.
Need Help Understanding S Corporations?
Many business owners are surprised to learn that an S Corporation is often a tax election rather than a change to their business structure. If your CPA has recommended S Corporation taxation, ClearPath can help coordinate payroll and bookkeeping requirements so you can stay compliant with a fair wage so you can focus on growing your business.
At ClearPath Accounting we clear the financial clutter and give you the power to grow. We simplify your books, deliver real financial insights, and help you partner smarter with your CPA — so you can dream bigger, move faster, and build the beautiful business you've always imagined.
At ClearPath Accounting we clear the financial clutter and give you the power to grow. We simplify your books, deliver real financial insights, and help you partner smarter with your CPA — so you can dream bigger, move faster, and build the beautiful business you've always imagined.
At ClearPath Accounting we clear the financial clutter and give you the power to grow. We simplify your books, deliver real financial insights, and help you partner smarter with your CPA — so you can dream bigger, move faster, and build the beautiful business you've always imagined. At ClearPath Accounting we clear the financial clutter and give you the power to grow. We simplify your books, deliver real financial insights, and help you partner smarter with your CPA — so you can dream bigger, move faster, and build the beautiful business you've always imagined.
Global Consulting
Your Financial Department. Without Building One.
Starting at $6,500/month
Designed for established and growing businesses that need a fully engaged accounting and financial team, not just monthly bookkeeping.
Global Consulting is ClearPath Accounting’s all-hands-on-deck financial solution. We become an extension of your leadership team, bringing together day-to-day accounting, financial oversight, reporting, systems, and strategic CFO support in one customized engagement.
Your customized financial suite may include:
Full-service bookkeeping and monthly accounting
Bank, credit card, loan, and balance sheet reconciliations
Accounts payable and accounts receivable oversight
Payroll accounting and coordination
Monthly financial statements and management reporting
Cash flow management and forecasting
Budgeting and financial planning
KPI and profitability analysis
Accounting systems and process development
Internal controls and financial workflow oversight
CPA, tax preparer, and audit coordination
Multi-entity or multi-location accounting
GAAP and complex accounting support
Fractional CFO strategy and leadership
Ongoing financial guidance for owners and management
Built Around Your Business
No two businesses at this level operate the same way. Your monthly investment is based on the size and complexity of your organization, transaction volume, number of accounts and entities, payroll and staffing needs, reporting requirements, and the level of financial leadership your team needs.
Global Consulting engagements start at $6,500 per month, with custom pricing provided following a consultation.
One Team. One Clear Financial Picture.
Instead of coordinating a bookkeeper, payroll provider, accountant, CPA, and financial consultant separately, ClearPath brings your financial operations together under one team.
You run the business. We help make sure the numbers, systems, and financial strategy are ready to support where you're going next.
Starting at $6,500/month | Custom Consultation Required
$150/hour (1-hour minimum) Screen Share, or on the phone.
Payment for training services is due upfront prior to the training session.
Covers QuickBooks training, financial literacy, and GAAP best practices, Financial Statement Review, Business Planning
Who We Are
We bet you are here because you are a small business owner and you are losing sleep at night. You don't need another accountant. You need a team.
Most small businesses can't afford an in-house accounting department of ‘big brains.’
That's why ClearPath Accounting exists.
Bookkeeping. Payroll. Tax Prep, Cash Management, Savings Strategies, Financial reporting, Business guidance.
Let's solve the problem together. We are a team of business owners who will help you with, whatever IT is.
What We Offer
Our all-in-one subscription includes:
Bookkeeping: Accurate, timely recording of all financial transactions, categorized and reconciled monthly so you’re always up to date.
Accounting: Financial statement preparation, account reviews, and compliance support to help you understand the story behind your numbers.
Fractional CFO Support: Strategic financial insight, forecasting, and personalized guidance to help you grow with intention.
Why It Works
At ClearPath Accounting, we blend smart technology with personal service to give you a streamlined, stress-free experience. With us, you don’t just get reports—you get a team that helps you use them. It’s like having a full finance department, without the overhead. You focus on making business beautiful, and we’ll do the same with your numbers. And yes, sleeping at night just got a whole lot easier.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
Hi, I’m Trista—founder of ClearPath Accounting and one of the familiar faces from Studio Beauty School. After 20+ years of helping schools, salons, and small businesses make sense of their finances, I started ClearPath to offer something better: down-to-earth accounting that actually helps you grow. I’ve structured our pricing to be clear, transparent, and rooted in real value—so you always know what you’re paying for and feel good about the support you’re getting. No fluff, no hourly surprises—just honest guidance, clear reporting, and someone you can call when you’re not sure what to do next. Seriously, our subscription is worth every penny, plus I have reason to believe you won’t find anyone else like this willing to do it so inexpensive. I just want to use my gifts to serve others. I’ve also recruited a team of big brains to help me, you are going to love us. Nobody wants to meet up with their accountant. Let’s change that.
