ClearPath Professional

About

We are a team of bookkeeping professionals with over 25 years of experience in accounting, payroll, tax support, and financial operations. We specialize in helping trucking owner-operators and small businesses maintain accurate books, stay compliant, and understand their true profitability.

Our goal is simple — to give business owners clarity and confidence in their numbers so they can make smarter decisions, reduce tax stress, and focus on growing their business.

We provide reliable, detail-driven bookkeeping services designed to keep your finances organized, accurate, and audit-ready year-round.

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Our services

Basic

Reliable bookkeeping for owner-operators and small businesses who need clean, accurate books and essential financial tracking.

Ideal for businesses just getting started or those needing consistent monthly organization and reporting.

Includes:
Monthly Bookkeeping Services
Expense & Fuel Tracking
Monthly Financial Summary
Email Support

✔ Stay organized
✔ Stay tax-ready
✔ Know where your money is going

Standard

Comprehensive bookkeeping and reporting for growing businesses that need deeper financial visibility and compliance support.

Designed for businesses ready to understand profitability and maintain clean, reconciled accounts.

Includes:
Monthly Bookkeeping Services
Expense & Fuel Tracking
Bank & Credit Card Reconciliation
Monthly Profit & Loss Statement
IFTA Support (Trucking Clients)
Priority Email Support

✔ Accurate reconciliations
✔ Clear profit tracking
✔ Compliance confidence

Premium

Full-service financial management with priority support and advanced reporting for business owners who want complete financial clarity and strategic insight.

Perfect for serious business owners who want proactive oversight and high-level support.

Includes:
Monthly Bookkeeping Services
Expense & Fuel Tracking
Bank & Credit Card Reconciliation
Detailed Profit & Loss & Financial Reports
IFTA Support (Trucking Clients)
Payroll Support
Financial Review Meeting (Monthly or Quarterly)
Priority Response & Dedicated Support

✔ Real-time financial visibility
✔ Strategic insights to improve profitability
✔ Stress-free compliance