KAIDA Subscription

Growth Subscription – Kaida Enterprises

$250 per Month
Plus $75 per month for each additional financial account

For businesses with $500,000 to $1,000,000 in annual revenue.

Includes:

• Everything included in the Clear Path Subscription

• Monthly Bank Reconciliation Report

• Quarterly Profit & Loss Statement

• Quarterly Balance Sheet

• One income connection (SquareSpace or Vagaro)

• Up to 5 financial accounts included

• Fixed Asset balancing (Usually $100 monthly fee, offered $0 for KAIDA)

Included Accounts

1. KAIDA Checking 9263

2. KAIDA Enterprise 2201

3. Chase Sapphire 0059

4. Southwest 8852

5. QuickBooks Checking

Additional Linked Accounts (10)

1. Citi 3161

2. Chase 0085

3. AMEX Prime 1017

4. Chase 0093

5. AMEX Gold 1000

6. Chase Business Southwest

7. Bank of America

8. AMEX Business 5100

9. Chase Business Ink 2116

10. KAIDA Savings 6516

There are 10 additional accounts beyond the 5 included.

Additional Account Fee:
10 accounts × $75 = $750 per month

Monthly Subscription Total

• Growth Subscription: $250.00

• Additional Account Fees: $750.00

• Total Monthly Investment: $1,000.00

Additional Profit & Loss Statements or Balance Sheet reports requested outside the quarterly reporting schedule are available for $50 per report.

One note: in the information you provided, you listed 10 additional accounts, not 12. That's why the additional account fee totals $750/month (10 × $75). If there are actually 12 additional accounts, the fee would be $900/month instead.

ClearPath's financial reports are only as accurate as the information provided. Any bank accounts or credit cards not maintained by ClearPath must be reconciled and submitted by the 15th of each month. ClearPath cannot guarantee the accuracy of Quarterly Profit & Loss Statements, Balance Sheets, tax reporting, or financial recommendations if reconciliations are incomplete or received after this deadline.

Additional Account Notification: If the Client opens, links, or connects any new bank account, credit card, loan, payment processor, or other financial account to QuickBooks Online or otherwise expects ClearPath to include it in bookkeeping services, the Client must notify ClearPath by email at info@cpateam.org as soon as the account is added. The Client is also responsible for providing all required bank or credit card statements for the new account. Additional accounts are subject to ClearPath's current monthly account fees and will not be reconciled or included in financial reporting until notification has been received, statements have been provided, and the account has been added to the Client's service plan.

Cancellation Policy: ClearPath subscriptions may be canceled at any time. To avoid being charged for the following month's subscription, the Client must submit a written cancellation request by email to info@cpateam.org no later than the 15th of the current month. Cancellations received after the 15th will remain active through the end of the current billing cycle, and the following month's subscription fee will be charged. No long-term contracts or cancellation fees apply.

Acceptance of Terms and Conditions: By purchasing or subscribing to any ClearPath Accounting service, the Client acknowledges that they have read, understood, and agree to be bound by these Terms and Conditions. Continued use of ClearPath's services constitutes acceptance of any applicable policies, procedures, and fees outlined in this agreement.