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Your books and payroll, handled every month.

Clear Path Accounting provides monthly bookkeeping, payroll, and financial statement preparation for small businesses across Miami-Dade. We take that work off the business owner's plate, so your numbers stay current, your team is paid on time, and your statements are ready when the bank asks.

SOUND FAMILIAR?

Most of our clients call us after one of these.

"I'm months behind on my books."

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We start with a diagnostic, give you a fixed price to catch up, and then keep you current every month.

"My office manager does the books. / I do the books after work."

 

We take over the monthly work so you and your team can get back to running the business.

"The bank wants financial statements."

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Monthly statements reviewed by our CPA, ready for a loan application, a lease, or your own planning.

SERVICES & PRICING

Simple monthly packages, priced on your volume.

Pricing is based on how many transactions your business has each month and how many people are on payroll. You will know the exact price before we start.

ESSENTIALS

Bookkeeping only

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$500 / month

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  • Monthly bookkeeping in QuickBooks Online

  • Bank and credit card reconciliations

  • Monthly financial statements​

 

For businesses without payroll and under 150 transactions a month.

PACKAGE 1 - MOST POPULAR

Bookkeeping + Payroll

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$650-800/month

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  • Everything in Essentials

  • Payroll processing for up to 5 employees

  • Tracking what customers owe you and what you owe vendors

 

Up to 150 transactions per month.

PACKAGE 2

Bookkeeping + Payroll + Planning

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$1,000-1,600/month

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  • Everything in Package 1

  • Quarterly financial statements reviewed by our CPA

  • A quarterly planning meeting with our CPA

 

Up to 150 transactions a month.

Behind on your books?

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Catch-up work is quoted separately at a fixed price after a $300 diagnostic review. The $300 is credited toward the work if you go ahead.

Larger or more complex?

 

For businesses with over 300 transactions a month or more than 10 employees, we will build a custom quote. QuickBooks Online setup or migration is also available.

HOW IT WORKS

From first call to your first monthly close.

Pricing is based on how many transactions your business has each month and how many people are on payroll. You will know the exact price before we start.

STEP 1

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A 30-minute call

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We learn how your business runs, where your books stand, and what you need. No cost and no obligation.

STEP 2

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A clear proposal

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You receive a fixed monthly price and an engagement letter that spells out exactly what is included.

STEP 3

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Secure onboarding

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You connect your bank feeds yourself and send documents through our secure client portal. We never ask for your passwords.

STEP 4

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Every month, done

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Books reconciled, payroll run, and statements delivered, with one point of contact for every question.

Profile Pic of Jazmin

WHO WE ARE

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Hi, I'm Jazmin.

Jazmin Betancourth, CPA

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I am the CPA behind every set of financial statements Clear Path delivers. I review your books, sign off on your financials, and for clients on our planning package, I sit down with you each quarter to talk through where your business is headed.

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I have more than ten years of experience as a CPA. I have worked at two of the Big Four firms, PwC and EY, led acquisition integration for private equity-owned businesses, and served as assistant controller for a multimillion-dollar company.

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Healthcare is the industry I know best, so medical and dental practices are a natural fit, and I am just as glad to work with small businesses of every kind. Whatever your business looks like today, I would love to hear about it. Together, we will build a clear path for your business to thrive.

 

Clear Path Accounting LLC is licensed by the Florida Board of Accountancy, firm license AD72517.

YOUR INFORMATION

How we keep your financial data safe.

Your bank records, payroll, and tax IDs are some of the most sensitive information your business has. We treat them that way.

A secure client portal for every document, Statements, tax IDs, and payroll records come to us through our secure client portal, never by email.

We never ask for your banking passwordsYou connect your bank feeds to QuickBooks yourself and can disconnect them at any time.

No payment authorityWe do not move money out of your accounts. You approve every payment.

Confidential by law and by habitAs a licensed CPA firm we are bound by professional confidentiality rules, and we do not share your information without your written consent.

WHO WE SERVE

Small businesses across Miami-Dade.

Healthcare practices

Medical, dental, therapy, and specialty offices that need clean monthly books and payroll without pulling the office manager away from patients.

Established small businesses

Owners with a team on payroll who are ready to stop doing the books at night and want statements they can rely on.

New and growing businesses

Companies setting up their first real books, moving to QuickBooks Online, or getting ready to apply for financing.

QUESTIONS

Frequently asked questions.

GET IN TOUCH

Book a 30-minute call.

 

Tell us a little about your business, and we will reply the same business day.

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Phone

(305) 204-1025
 

Email
jbetancourth@yourcpasolutions.com

 

Service area
Miami-Dade County, including Kendall, Westchester, Doral, Coral Gables, South Miami, and Miami

 

Office Hours
Mon - Fri: 9:00 am - 6:00 pm

Please do not include Social Security numbers, tax IDs, account numbers, or passwords. We will send you a secure link for documents.

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