Get Started

Clear Path Accounting

Ready to get bookkeeping off your plate?

If you’re looking for reliable, ongoing bookkeeping and think Clear Path Accounting might be a good fit for your business, I’d love to learn a little more about you.

Getting started is simple. Complete the short questionnaire below, and I’ll review your information to learn more about your business, your current bookkeeping needs, and how I may be able to help.

There’s no obligation, this is simply the first step in seeing if we’re a good fit.

Tell me about your business.

The questionnaire should only take a couple of minutes complete.

← Back

Thank you for your response. ✨

Name

Phone

Business Name

Business Entity / Tax Classification

What accounting software do you currently use?

How current are your books?

Which services are you interested in? (check all that apply)(required)

Tell me about your business – What does your business do, and what would you like me to know about it?

How can I help? Tell me a little about your current bookkeeping and what you’re looking for help with.

What happens next?

01 — I’ll review your information.
I’ll take a look at your questionnaire to learn more about your business and determine whether your needs align with the services Clear Path provides.

02 — We’ll talk about your bookkeeping.
If it looks like we may be a good fit, I’ll reach out to discuss your current bookkeeping, answer any questions, and gather anything else I need to prepare your proposal.

03 — You’ll receive a clear proposal.
If we decide to move forward, you’ll receive a proposal outlining your services, monthly investment, and next steps.

Prefer to reach out directly?

Have a question before completing the questionnaire? You’re welcome to get in touch.

Crista Woolley
Clear Path Accounting
573-262-8100
crista@clearpathaccountant.com

I’ll get back to you as soon as I can during normal business hours.