Financial Clarity Starts with Books You Can Trust.
Helping U.S. and Canada business owners simplify bookkeeping with professional QuickBooks Online & Desktop services. From bookkeeping cleanup and catch-up to monthly bookkeeping, we keep financial records accurate, organized, and ready for better business decisions.
Book a Free ConsultationReply within 1 business day Explore Our ServicesMonthly bookkeeping from $450/month. Cleanups quoted upfront. NEW: price on the first screen, same line as Services
*Canadian businesses: we handle Canadian sales tax (GST/HST and PST) in your books and keep the records ready for filing. Ask us about your province.
Where are your books right now?
Pick your stage. We match you with the right service. Not sure? Book a free 15-minute call and we will tell you where to start. NEW (point 7): single starting path
Books need attention
Books are current
Industries we work with
CHANGED: same twelve names as the Industries menu, each linking to its page, in one swipeable strip (scroll or use the arrows) with icons. New: Restaurants, Retail & E-commerce, Wholesale and Accounting Firms; Real Estate now includes Property ManagementWhat “CPA-ready” means for your books
NEW: from the blueprint. One short strip, no new page. CONFIRM you deliver each of these fourYour books stay in your own QuickBooks or Xero file, and you can export everything any time. See the monthly checklist →
Why clients choose us
CHANGED: each point made concrete (use your real promises)
Trusted by business owners like you.
NEW: stat row and credentials (use only what is true)
Stephanie L.Founder, Forth & Bound Real Estate Co.Ufaq helped me so much in my business over the past year. When she started we had 18 months of bookkeeping to catch up on and she tackled it without issue.
Stephanie L.Founder, Forth & Bound Real Estate Co.Bookkeeping for a real estate business · Jan 2024 · ✓ Verified review
Ufaq helped me so much in my business over the past year. When she started we had 18 months of bookkeeping to catch up on and she tackled it without issue. She is very responsive, willing to learn, focused on the best interests of the business and incredibly professional. I am very grateful to her! Highly recommend.
Roupnel PierreOwner, FP Logistixs LLCI believe that I got lucky with finding the right person to not only trust but assist with the heavy lifting on this project. Very attentive, Kind, detailed oriented and efficient…
Roupnel PierreOwner, FP Logistixs LLCBookkeeping and accounting setup · Feb 2025 · Review on Upwork · ✓ Verified reviewI believe that I got lucky with finding the right person to not only trust but assist with the heavy lifting on this project. Very attentive, Kind, detailed oriented and efficient. I personally will try to get her off of Upwork and hire her full time.
Trevor SterryOwner, Pacifica AdvisorsGood experience
Trevor SterryOwner, Pacifica AdvisorsGood experience
Claus NilssonOwner, Efternoleren and MaglebjergUfaq provided excellent accounting support, efficiently managing our accounting documents and Danish accounting software with great accuracy and professionalism.
Claus NilssonOwner, Efternoleren and MaglebjergUfaq provided excellent accounting support, efficiently managing our accounting documents and Danish accounting software with great accuracy and professionalism.
Michael GrilliBusiness OwnerUfaq was nice to work with.
Michael GrilliBusiness OwnerBookkeeping and QuickBooks Online · Aug 2022 · Review on Upwork · ✓ Verified reviewUfaq was nice to work with.
Zia AnsariOwner, Bonanza GolfI have been incredibly impressed with the financial services provided by Profit Path Solution LLC for my business, Bonanza Golf. They took the time to understand the unique needs of our miniature…
Zia AnsariOwner, Bonanza GolfClient review
I have been incredibly impressed with the financial services provided by Profit Path Solution LLC for my business, Bonanza Golf. They took the time to understand the unique needs of our miniature golf club and provided tailored solutions that streamlined our bookkeeping and financial management. Their team is professional, responsive, and detail-oriented, making the entire process stress-free and efficient. With their help, I now have a clearer picture of our finances, allowing me to focus on growing my business. I highly recommend Profit Path Solution LLC to any small business owner looking for reliable and dedicated financial support.
Dr. Max MeinerzOwner, Ascendent Health PartnersI would absolutely use Ufaq's services once again, I felt very well cared for.
Dr. Max MeinerzOwner, Ascendent Health PartnersReview on Upwork · ✓ Verified review
I would absolutely use Ufaq's services once again, I felt very well cared for.
Lilia ElessenClient, Personal Finances (Tiller)Ufaq saved my life! My accounts were a mess and I was having a very hard time keeping my budget and actuals straight. Ufaq swooped in and organized my accounting in a…
Lilia ElessenClient, Personal Finances (Tiller)Review on Upwork · Jan–Mar 2023 · ✓ Verified reviewUfaq saved my life! My accounts were a mess and I was having a very hard time keeping my budget and actuals straight. Ufaq swooped in and organized my accounting in a clear and accurate way. She has an incredible eye for detail and the patience to diligently go through every line item to make sure everything is in order and organized. She's passionate about what she's doing and it really shows in her work. She's a hard worker, a clear communicator, and a relentless perfectionist. You can't ask for anything more! I look forward to working with her again and highly recommend her to anyone looking for a great accountant or bookkeeper.
Laura G.President, GoricIt was a pleasure to work with Ufaq. Her communication was quick and thorough. She was able to work independently and ask questions when needed.
Laura G.President, GoricAccounting & bookkeeping · Dec 2022 · ✓ Verified review
It was a pleasure to work with Ufaq. Her communication was quick and thorough. She was able to work independently and ask questions when needed. Highly recommend.
Serena UriosteguiCEO, Capo Building MaintenanceIt is my absolute pleasure to recommend Ufaq for not only bookkeeping services but administrative assistance as well. Ufaq has cleaned up and maintained our books for a while now after having…
Serena UriosteguiCEO, Capo Building MaintenanceWritten recommendation
It is my absolute pleasure to recommend Ufaq for not only bookkeeping services but administrative assistance as well. Ufaq has cleaned up and maintained our books for a while now after having a few miserable experiences with two previous bookkeepers. Ufaq has assisted me with many administrative tasks that have greatly helped with running my business. It is a huge help and stress reliever knowing I can count on Ufaq if I am unsure of how to proceed with a task whether it is in QB desktop or another business application or platform in order to make processes run smoothly, now and in the future. I work very long and odd hours and it is another stress reliever knowing I can reach out for assistance and she is always there for me! She is detail oriented and is very proactive in anticipating needs that will improve our overall work-flow. Ufaq has a positive energy and in today's new world, in my opinion, that is of utmost importance other than reliability and trust of course.
Tchata KoubonouOwner, Falcon Accounting & Tax SolutionsI worked with many contractors but I found Ufaq to be the best among them with her professionalism in carrying projects. I strongly recommend her.
Tchata KoubonouOwner, Falcon Accounting & Tax SolutionsReview on Upwork · ✓ Verified review
I worked with many contractors but I found Ufaq to be the best among them with her professionalism in carrying projects. I strongly recommend her.
Carla WhittinghamOwner, Whittingham WealthVery high level of detail, solid understanding of QBO platform, very organized. If you need a bookkeeper Ufaq is a great option!
Carla WhittinghamOwner, Whittingham WealthClient review
Very high level of detail, solid understanding of QBO platform, very organized. If you need a bookkeeper Ufaq is a great option!
Maxie and JordenFounders, Spirit of MathIt was a pleasure working with Ufaq, who provided a seamless and highly professional experience from our first interaction and throughout us working together. Ufaq managed all bookkeeping tasks with accuracy and…
Maxie and JordenFounders, Spirit of MathReview on Upwork · ✓ Verified review
It was a pleasure working with Ufaq, who provided a seamless and highly professional experience from our first interaction and throughout us working together. Ufaq managed all bookkeeping tasks with accuracy and care, consistently maintaining reliable financial records and clear communication throughout the project. Her attention to detail, timely updates, and proactive approach gave me full confidence in the integrity of our accounts, and allowed me to focus my attention on higher level business needs, knowing our bookkeeping was well taken care of. I highly recommend hiring Ufaq for all your bookkeeping needs and have only positive feedback about our collaboration!
Dr. Max MeinerzOwner, Ascendent Health PartnersI would highly recommend working with Ufaq, she is intelligent, organized and extremely pleasant.
Dr. Max MeinerzOwner, Ascendent Health PartnersReview on Upwork · ✓ Verified reviewI would highly recommend working with Ufaq, she is intelligent, organized and extremely pleasant.
Hi, I'm Ufaq. I run Profit Path Solution.
You work directly with me, not a junior team. I have kept books for construction, healthcare, real estate, e-commerce and many other kinds of business.
Meet Ufaq →Clear pricing, no surprises.
Fixed monthly plans. Cleanup quoted upfront. No long-term contracts.
Essential
Monthly bookkeeping
Growth
Bookkeeping + reporting + support
Complete
Bookkeeping + payroll + financial management
Behind on your books? QuickBooks cleanup is $350 to $500+ per month behind, quoted upfront.
Ready to get your books in order?
Whether you need a cleanup, monthly bookkeeping, or help catching up on overdue records, we can help.
What happens next: a free 15-minute call, a written quote within 1 business day, then secure access and kickoff. NEW: same steps as the Contact page
Book a Free ConsultationReply within 1 business dayCHANGED: "View Pricing" removed here because the pricing section sits right above
URL: / Title tag (55 characters): QuickBooks Bookkeeping for Small Business | Profit Path
Meta description (131 characters): Remote QuickBooks bookkeeping for U.S. and Canada small businesses. Cleanup, catch-up and monthly bookkeeping. Free 15-minute call.
H1: one per page (your headline)
Target phrases: small business bookkeeping, QuickBooks bookkeeping services, remote bookkeeper, QuickBooks cleanup
Check: confirm search volume for these phrases in Google Keyword Planner before launch.
Bookkeeping That Makes Your Numbers Make Sense
From setting up your accounting system to cleaning up old records and keeping your books current every month, we build the work around how your business operates.
Book a Free Consultation →Reply within 1 business day View PricingMonthly bookkeeping from $450/month. Cleanups quoted upfront. NEW: pricing signal
Unaudited · for management use
*Canadian businesses: we handle Canadian sales tax (GST/HST and PST) in your books and keep the records ready for filing. Ask us about your province.
NEW: trust and security stripComprehensive Bookkeeping & Accounting Support
Practical solutions for real business needs — whether you're just getting started, need a cleanup, or want ongoing support.
A Clear Close, Every Month
NEW: from the blueprint. Timeline, checklist and scope in one section. CONFIRM each line is true for how you workThe monthly CPA-ready checklist
- Bank and card accounts reconciled to statements
- Uncategorized transactions cleared or listed as questions
- Open questions and missing documents listed with dates
- Owner draws, loans and large items flagged, not guessed
- Payables and receivables reports match the ledger
- Reports marked “unaudited, for management use”
- Exception log sent with your reports
- Books reviewed before they are closed
Year-end CPA package: trial balance, general ledger, reconciliations and 1099 vendor data, shared in a folder for your CPA.
What we don’t do
- Prepare or file income tax returns
- File sales tax returns, unless you add it as a service
- Audit, review or assurance work
- Legal advice
- Move your money, apart from payroll you ask us to run
We Don't Just Categorize Transactions. We Understand Them.
A transaction tells you that money moved. It doesn't always tell you why. We look deeper, connect the dots, and keep your records accurate, organized, and meaningful.
Questions Owners Often Ask
What is included, what it costs and how the process works.
Not Sure What Your Books Need?
Tell us where your bookkeeping stands. We'll help you identify what needs attention and determine the right place to start.
URL: /services Title tag (55 characters): Bookkeeping & QuickBooks Cleanup Services | Profit Path
Meta description (139 characters): Monthly bookkeeping, QuickBooks cleanup and catch-up, reconciliation, payroll support and reporting for small businesses. Book a free call.
H1: one per page (your headline)
Target phrases: bookkeeping services for small business, QuickBooks cleanup, bank reconciliation services, payroll bookkeeping
Check: confirm search volume for these phrases in Google Keyword Planner before launch.
Choose the Level of Support Your Business Needs
FIXED: "Chose" spellingClear pricing. Practical solutions. The right level of support to keep your books accurate, organized, and ready for what's next.
Book a Free ConsultationReply within 1 business day Compare plansTransparent PricingFixed monthly plans. Cleanup quoted upfront.
CHANGED: "No hidden fees" now matches the cleanup sectionFlexible OptionsAdd services as you grow.
Real SupportFrom a bookkeeping partner who understands your business.
Bookkeeping Support That Fits Your Business
Choose the level of bookkeeping, reporting, payroll, and financial support that matches where your business is today.
CHANGED: Growth and Complete list only what is new ("Everything in ... plus"), duplicates removed, consistent button labels, "Best for" linesBank Account
Card Account
What's included?
- Monthly bookkeeping
- Bank & credit card reconciliation
- Business and personal card spending kept separate
- Clean expense categorization
- Monthly Profit & Loss Statement
- Balance Sheet
- Payroll tracking (0–5 employees)
- Email support
Bank Accounts
Card Accounts
What's included?
- Business bank-feed integration
- Automated transaction matching to reduce manual entry
- Monthly P&L with easy video overview
- Accounts Payable (A/P) workflow setup
- Accounts Receivable (A/R) workflow setup
- Payroll tracking system integration (0–5 employees)
- Independent contractor tracking & 1099 preparation support
- Monthly check-in, priority support (reply within 1 business day)
Bank Accounts
Card Accounts
What's included?
- Advanced expense categorization
- Cash flow reporting & analysis
- Custom KPI tracking
- Automated performance reports for management
- Quarterly financial performance review
- Quarterly strategic advisory call
- Payroll for 6+ employees
- Review of your software and integrations (API connections where supported)
No long-term contracts. Cancel or change your plan anytime.
First payment by secure online checkout. After that, a monthly invoice paid by bank transfer (ACH or Wise). NEW: how you are paid, stated on the pricing page
Every business receives an estimate built around its own needs.
The plans above are standard pricing to show where your business fits. Your final estimate reflects your accounts, transaction volume, payroll and the condition of your books.
- Real estateby properties and units
- E-commerceby sales channels, such as Shopify and Amazon
- Multi-locationby locations and entities
Payroll in these plans covers recording and reconciling payroll in your books. Running payroll and filing payroll taxes is quoted separately for your business.
| PACKAGE COMPARISON A quick look at what's included in each plan. | Bank Accounts | Credit Cards | Payroll tracking (Employees) | Meetings | Reporting | Support |
|---|---|---|---|---|---|---|
| Essential | 1 | 1 | 0 - 5 | Monthly summary | Standard | |
| Growth | 2 | 2 | 0 - 5 | Monthly check-in | Expanded | Priority |
| Complete | 3 | 3 | 6+ | Monthly + quarterly strategy | Advanced | Priority |
What You Get, What Costs Extra, What We Don’t Do
NEW: one clear scope table, built only from what the Pricing, FAQ and Agreement pages already say. CONFIRM each lineQuick guide: one bank account, one credit card and up to 5 employees fits Essential. Two of each, with payables and receivables, fits Growth. Three of each, or 6 or more employees, fits Complete.
In your plan
- Monthly bookkeeping and reconciliation
- Profit & Loss and Balance Sheet each month
- Payroll recorded in your books
- Reports for your CPA or tax preparer
- Email support, priority on Growth and Complete
Extra, priced separately
- QuickBooks cleanup and catch-up (fixed written quote)
- Accounting setup
- Sales tax filing support (priced per state)
- 1099 filing
- Running payroll and payroll taxes
- Extra bank or card account: $50 a month each
- Extra employees: $15 a month each
- High-volume support: $150 to $250 a month
Not offered
- Income tax returns
- Audit, review or assurance work
- Legal advice
- Moving your money, apart from payroll you ask us to run
Let's get you back on track.
Behind, mixed with personal spending, or full of errors? We review your records first, then quote a fixed price based on what we find. For example, 6 months behind is about $2,100 to $3,000. NEW: example from your own range ($350 to $500 per month x 6) Send us your statements and we quote within 1 business day.
When Your Books Need More Than a Monthly Package
From historical cleanup and accounting setup to year-end and compliance support, we can handle the work that falls outside your regular bookkeeping plan.
Flexible add-ons to support your growth. Pay only for what you need.
Additional Bank Account
Add additional bank accounts to your existing bookkeeping package without moving to a higher plan.
Additional Credit Card Account
Keep additional business credit cards organized, reconciled, and properly maintained.
High-Volume Bookkeeping Support
Additional support for businesses with higher-volume transactions and payment platforms.
Additional Payroll Employees
Add employees beyond the number included in your selected bookkeeping package.
Let us handle the busy work so you can focus on growing your business.
Full-Service Accounts Payable
We manage your bill-pay workflow, vendor records, approvals, and payment scheduling.
Full-Service Accounts Receivable
We handle invoicing, payment application, outstanding receivables, and customer follow-ups.
Sales Tax Preparation & Filing
Support for organizing, preparing, and filing sales tax obligations on a monthly or quarterly basis.
Get your books set up, cleaned up, and optimized for long-term accuracy.
Diagnostic File Review
A comprehensive review of your QuickBooks or accounting file to identify issues and opportunities before ongoing work begins.
Historical Cleanup & Catch-Up
Get months or years of disorganized or overdue bookkeeping reviewed, reconciled, corrected, and brought up to date.
Accounting System Migration & Setup
Move from spreadsheets or another system to a mainstream platform with organized accounts, connected banks, and structured workflows.
Stay compliant and confident during tax season and year-end.
CPA-Ready Package
Prepare your books and year-end financial information for your CPA, including adjusting entries, balance sheet tie-outs, and clear communication to make tax time smoother and stress-free.
1099 Preparation & Filing
Organize contractor payment data and required documentation, prepare 1099 forms, and support electronic filing for year-end reporting.
Questions Owners Often Ask
Plans, add-ons, billing and contracts, answered in one place.
You don't have to figure it out alone.
We review your setup and books, then recommend the right level of support. Need extra accounts, payroll, cleanup or A/P and A/R? We add only what you need.
URL: /pricing Title tag (52 characters): Bookkeeping Pricing for Small Business | Profit Path
Meta description (115 characters): Monthly bookkeeping from $450/month. Cleanup quoted at a fixed price within 1 business day. No long-term contracts.
H1: one per page (your headline)
Target phrases: bookkeeping pricing, how much does a bookkeeper cost, monthly bookkeeping cost, QuickBooks cleanup cost
Check: confirm search volume for these phrases in Google Keyword Planner before launch.
More Than Bookkeeping. A Better Understanding of Your Numbers.
Accurate, organized and dependable bookkeeping. We don't just record transactions. We understand the activity behind them.
Meet the Founder ↓Behind Profit Path Solution Is a Bookkeeper Who Takes the Numbers Seriously.
Hi, I'm Ufaq, Founder of Profit Path Solution LLC.
With an MS in Accounting & Finance and 13+ years of hands-on professional experience, I have built my career around helping business owners trust the numbers behind their decisions. CHANGED: "18 years of formal education" removed
I look for the story behind the numbers. When something doesn't make sense, I investigate it instead of guessing.
I have worked with businesses across construction, manufacturing, healthcare, dental practices, real estate and rentals, e-commerce, event management, transportation, professional services, and many other business models.
Accuracy
Every transaction reviewed, not just recorded.
Responsibility
Your books are treated like our own work.
Integrity
Honest answers, clear communication.
Long-Term Trust
Relationships built on consistency.
Four Promises Behind Every Set of Books.
Owners don't just need transactions entered into software. They need records they can rely on. These are the standards every client's books are held to.
How we keep your financial data safe
MOVED from Home to keep Home lighter (point 3): only claims you can back up. Confirm or delete each line before launchYour login stays yours
We work through a user invite in your software. You can remove our access at any time.
Multi-factor sign-in
Two-step verification is on for the accounts we use for client work. CONFIRM
Confidential by default
Your records are used only for your books and are never shared without your permission. Where we use AI features to speed up routine work, they are business-grade, barred from training on your data, and a person checks every figure. CONFIRM
Agreed in writing
Responsibilities are set out in our Subscription Agreement. ADD insurance details here only if you carry them
Where the work happens. Fully remote, delivered from Pakistan and working U.S. business hours (Monday to Friday, 7:00 AM to 6:00 PM EST), so you reach us in your own time zone. We never need your passwords.
NEW: says plainly how the team works and how access works. UPDATED: now says the work is delivered from Pakistan, in line with the blueprintOne accountable person, with a plan if I am away
NEW (point 5): answers the one-person concern. Edit to match your real backup arrangementsYou work directly with Ufaq, who checks every close against your statements before it goes out, so nothing is passed between junior staff. Every client has a documented process and a shared checklist, your books stay in your own software, and during planned time off we tell you in advance who to contact and when we are back.
Moving from another bookkeeper is simpler than it sounds
NEW: answers the "what if you make the same mistakes?" worry. Confirm each point matches how you really workWe review first
Before any work starts we look at your books and what the last bookkeeper left behind, and tell you what we find in plain words.
Fixed quote for the cleanup
Anything that needs fixing is quoted as a fixed price in writing, so there are no surprises.
Mistakes get fixed and explained
If we find an error in our own work, we correct it and tell you what changed. You always have one person to ask.
Let's Bring More Clarity to Your Books.
Let's start with where your books are today.
Book a Free ConsultationReply within 1 business day View Pricing NEW: View Pricing buttonURL: /about Title tag: About Profit Path Solution | QuickBooks Bookkeeping for U.S. Small Businesses
Meta description: Meet Ufaq, founder of Profit Path Solution LLC. MS in Accounting & Finance, 13+ years of bookkeeping and QuickBooks experience. Book a free consultation.
H1: one per page (your headline above), with the keyword line just above it. Internal links: Services, Pricing, Industries.
Images: real photos with descriptive alt text, for example "Ufaq, founder of Profit Path Solution, bookkeeping consultant". Compress to WebP and lazy-load.
Schema: ProfessionalService structured data is already in this file's code.
Let's Make Your Books Work Better
Have a question, need a quote, or want to discuss how we can support your bookkeeping needs? Share a few details below and we'll get back to you shortly. NEW: "within one business day" stated on the page
Schedule a Consultation
Prefer to discuss your needs directly? Book a free 15-minute consultation at a time that works for you. We'll learn about your business and recommend the right next steps.
What happens after you book
- Free 15-minute call We review where your books stand and what you need. No obligation.
- Written quote, within 1 business day Clear scope and price before any work starts.
- Secure access and kickoff You invite us as a user in your own software.
- Cleanup, then monthly close Books closed by the 10th with a report.
Prefer to Reach Us Directly?
You can also get in touch with us using the information below.
Dover, DE 19901
United States CHANGED: "Address" to "Mailing address" (keep only if true) and make it match your Google Business Profile
Questions Owners Often Ask
Pricing, cleanup, payroll, security and how we work together, answered in one place.
URL: /contact Title tag: Contact Profit Path Solution | Free Bookkeeping Consultation
Meta description: Contact Profit Path Solution LLC for QuickBooks bookkeeping, cleanup and payroll support. Book a free 15-minute consultation or send us a message.
H1: one per page (your headline). Also: use the same name, address and phone as your Google Business Profile.
Privacy Notice
- We collect only what we need to answer your inquiry and do your bookkeeping.
- We never sell your personal information or your financial records.
- Your books are handled in secure, access-controlled tools, and we keep client records for up to 7 years.
- You can ask to see, correct or delete your information at any time. Just email us.
- If you give us your phone number, we may call or text you about your inquiry or service. Reply STOP to opt out.
01Introduction
Profit Path Solution LLC ("Profit Path Solution," "we," "us," or "our") provides bookkeeping and accounting services to small to medium-sized businesses across the United States and Canada. This Privacy Notice explains what personal information we collect through our website (profitpathsolution.com), our client onboarding and service delivery process, and our other business communications; how we use and share that information; and the choices available to you.
This Notice applies to visitors to our website, prospective clients who contact us, and clients for whom we provide bookkeeping or accounting services. It does not apply to the practices of companies we do not own or control, or to individuals we employ or engage as personnel, who are covered by separate notices.
We may update this Notice from time to time. See "Changes to This Privacy Notice" below.
02Information We Collect
We collect the following categories of information:
- Identifiers: name, email address, phone number.
- Business information: company name, industry, business address, and similar details you provide about your business.
- Information submitted through contact or consultation forms: anything you include in a message, inquiry, or scheduling request, including through our booking tool (Calendly or a similar scheduling platform).
- Information provided when requesting or receiving services: information you or your business provide during onboarding and while we perform bookkeeping or accounting services, which may include financial and business records described in Section 5.
- Communications: records of the emails, texts, calls and messages you exchange with us.
- Payment information: payments are handled by our payment processors. We do not store full card numbers.
- Website and technical information: IP address, browser and device type, pages visited, and similar data collected automatically through cookies or analytics tools when you visit our website.
We do not intentionally collect sensitive personal information (such as Social Security numbers or financial account credentials) through our website's public pages. Such information, if provided, is generally submitted directly to us or through a secure client-facing platform as part of service delivery, described in Section 5.
03How We Collect Information
- When you submit a contact or inquiry form on our website.
- When you book a consultation through our scheduling tool.
- When you contact us directly by email, text or phone.
- Automatically through cookies or similar technologies when you visit our website.
- Directly from you or your business during client onboarding and throughout the course of providing bookkeeping or accounting services.
04How We Use Information
We use the information we collect to:
- Respond to your inquiries and requests for information.
- Schedule and manage consultations.
- Provide bookkeeping, accounting, and related services to our clients.
- Communicate with clients and prospective clients about our services, including service messages and billing notices.
- Process payments for our services, where applicable.
- Maintain, improve, and secure our website and service offerings.
- Detect, investigate, and prevent fraud, unauthorized transactions, and other illegal activity.
- Comply with applicable legal, tax, and regulatory obligations.
05Financial & Business Information
As a bookkeeping and accounting firm, part of our service involves receiving, reviewing, and reconciling financial and business records on behalf of our clients. This may include bank and credit card transaction data, invoices, receipts, payroll records, and similar financial documentation that clients provide to us or grant us access to (for example, through a linked bank or card feed or accounting software platform) in the course of engagement.
We use this information solely to perform the bookkeeping and accounting services our clients have engaged us to provide. We do not use client financial or business records for advertising or marketing purposes, and we do not sell this information.
We take reasonable administrative and technical measures designed to protect client financial and business information consistent with the sensitivity of that data, including using secure, access-controlled platforms for exchanging financial documents.
Please do not send Social Security numbers, tax IDs, bank logins or passwords by regular email or text message. We will give you a secure way to share them when they are needed. Where payroll or contractor work requires a tax ID, we handle it only through secure, access-controlled tools and only as needed for the work.
ADDED: a plain warning about sensitive numbers. Bookkeepers often receive SSNs and logins by email, and this tells clients what not to do.06How We Share Information
We do not sell personal information. We may share information with:
- Service providers who perform functions on our behalf, such as accounting and bookkeeping software platforms, payment processors, customer relationship management (CRM) systems, website hosting providers, email service providers, and scheduling platforms. These providers are given access only to the information needed to perform their function and are expected to protect it accordingly.
- Legal or government authorities, when required to comply with a legal obligation, protect our rights, or respond to a valid legal process (such as a subpoena or court order).
- A successor entity, in the event of a merger, acquisition, or sale of some or all of our business assets, subject to standard confidentiality protections.
07Cookies & Analytics
Our website uses cookies and similar technologies to operate correctly and to understand how visitors use our site, which may include analytics tools such as Google Analytics. You can control or disable cookies through your browser settings. Disabling cookies may affect certain features of our website.
We do not use cookies to sell your personal information. Where your browser sends a Global Privacy Control or similar opt-out signal, we treat it as a request to opt out of any sharing for advertising, where required by law.
08Data Security
We maintain administrative and technical safeguards designed to protect personal information against unauthorized access, use, or disclosure. This includes access controls that limit who within the organization can view client data, and reputable third-party software platforms with their own security measures. No method of transmission or storage is completely secure, and we cannot guarantee absolute security of information transmitted to us or stored in our systems.
If a security incident affects your personal information, we will notify you and the relevant authorities as required by applicable law.
ADDED: breach-notification sentence, expected under most U.S. state laws and Canadian privacy law.09Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Notice, unless a longer retention period is required or permitted by law.
- Client financial and accounting records are generally retained for up to 7 years to comply with standard North American tax, accounting, and recordkeeping obligations.
- Website inquiry and contact-form information is generally retained for as long as needed to respond to the inquiry and for a reasonable period afterward for our business records.
10Your Privacy Rights
Depending on where you live (including the United States and Canada), you may have rights regarding your personal information, which can include the right to access, correct, or delete the personal information we hold about you, and to opt out of certain uses or sharing of your information. To exercise any of these rights, contact us using the information in the "Contact Us" section below. We will verify your identity and respond within the time required by applicable law, generally 30 to 45 days.
11California Privacy Rights
California residents may have additional rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to know what personal information we collect, the right to delete certain personal information, the right to correct inaccurate personal information, and the right to opt out of certain sales or sharing of personal information and to limit use of sensitive personal information. We do not sell or share (as defined under the CCPA) personal information for cross-context behavioral advertising.
We will not discriminate against you for exercising your privacy rights. You may use an authorized agent to make a request on your behalf; we may ask for proof of the agent's authority.
12Canadian Residents
If you are in Canada, we handle your personal information in line with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws. We collect and use your information with your consent or as otherwise permitted by law. You may withdraw your consent, subject to legal and contractual limits, and you may ask to access or correct your information at any time by contacting us. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada at priv.gc.ca.
ADDED: the original notice says we serve Canada but only covered California. This section closes that gap.13Calls, Text Messages & Email
If you give us your phone number or email address, you agree that we may contact you by phone, text message or email about your inquiry, your consultation, or the services you use. Message and data rates may apply, and message frequency varies. You can reply STOP to any text message to opt out, or use the unsubscribe link in any marketing email. Consent to receive messages is not a condition of buying any service.
We do not sell or share mobile phone numbers or text-messaging consent with third parties for their marketing purposes.
ADDED: text and email consent wording. A phone field on the contact form needs this under U.S. messaging rules.14Where Information Is Processed
We use cloud-based software providers whose servers are mainly in the United States. Our team may access and process information from locations outside the United States and Canada. Wherever it is processed, we apply the safeguards described in this Notice and expect our providers to do the same.
ADDED: disclosure of cross-border access. Confirm the wording is what you want to say publicly.15Children's Privacy
Our website and services are directed to businesses and individuals who are at least 18 years old. We do not knowingly collect personal information from children under 13 (or the relevant age of consent in your jurisdiction). If we learn that we have inadvertently collected such information, we will take steps to delete it.
16Third-Party Websites & Services
Our website may contain links to third-party websites or use third-party services we do not control, including:
- Our scheduling platform (for example, Calendly), for booking consultations.
- Payment processors, for handling payments where applicable.
- Analytics providers, described in the Cookies & Analytics section.
- Social media platforms, if we link to our social media profiles.
This Privacy Notice does not apply to those third-party websites or services, and we encourage you to review their own privacy policies.
17Changes to This Privacy Notice
We may update this Privacy Notice from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The "Last Updated" date at the top of this Notice indicates when it was most recently revised. We encourage you to review this Notice periodically.
18Contact Us
If you have questions about this Privacy Notice or our privacy practices, or would like to exercise any of the rights described above, please contact us:
Profit Path Solution LLC8 The Green, STE 4000
Dover, DE 19901, United States
Email: contact@profitpathsolution.com
Phone: (414) 207-9955
Website: www.profitpathsolution.com
Terms & Conditions
- These terms cover your use of this website.
- Our articles and guides are general information, not tax, legal or investment advice.
- Sending a contact form does not make you a client. A client relationship starts only with a signed Subscription Agreement or completed onboarding.
- Paid bookkeeping services are governed by the Subscription Agreement.
01Acceptance of Terms
These Terms and Conditions ("Terms") govern your access to and use of the website located at profitpathsolution.com (the "Website") and the general information and services offered by Profit Path Solution LLC ("Profit Path Solution," "we," "us," or "our"). By accessing or using the Website, you agree to these Terms. If you do not agree, please do not use the Website.
If you engage us for bookkeeping or accounting services, that relationship is additionally governed by our Subscription Agreement (or a separate signed engagement letter or onboarding materials), which takes precedence over these Terms for matters specific to service delivery, fees, and the client relationship.
02Who May Use the Website
The Website is intended for businesses of all sizes, professionals, and individuals at least 18 years old inquiring about or using our bookkeeping and accounting services across the United States and Canada. By using the Website, you represent that you meet this requirement and, if using the Website on behalf of a business, that you are authorized to do so.
03Use of the Website
You agree not to:
- Use the Website for any unlawful purpose or in violation of these Terms.
- Attempt to gain unauthorized access to the Website, our systems, or other users' information.
- Interfere with or disrupt the Website's operation, including through malware, excessive automated requests, or similar means.
- Misrepresent your identity or affiliation with any person or entity.
- Copy, scrape, or reproduce the Website's content except as permitted under the Intellectual Property section.
When you send us a message or form, please give accurate information and do not include sensitive data such as passwords, bank logins or Social Security numbers. You allow us to use what you send to respond to you.
04Intellectual Property
The Website and its content, including text, graphics, logos, and design, are owned by Profit Path Solution or our licensors and are protected by intellectual property laws. You may view and print Website content for your own personal or internal business reference; you may not reproduce, distribute, modify, or create derivative works from it without our written permission.
05Third-Party Names & Logos
QuickBooks, Intuit, Xero, Zoho Books, Wave, Stripe, PayPal, Square and other product names and logos shown on the Website belong to their respective owners. They appear only to show the software we work with. Their use does not mean we are owned by, affiliated with, or endorsed by those companies.
ADDED: because the Home page now shows these logos.06No Professional Advice
Content on the Website, including blog posts, guides, or general information about bookkeeping and financial topics, is provided for general informational purposes only and does not constitute tax, legal, financial, or investment advice, and should not be relied upon as such. It is not a substitute for individualized advice from a qualified professional familiar with your specific circumstances. Our general content and services do not include certified public accounting (CPA) opinions, tax filings, or audited financial statements unless expressly stated in a separate, signed agreement.
07Pricing & Website Information
Prices, plan descriptions and service details on the Website are for general information and may change. Your final scope and fees are confirmed in your Subscription Agreement, onboarding materials or written quote.
ADDED: so a price shown online is not treated as a binding offer.08Contact Forms & Consultation Requests
Submitting a contact form, consultation request, or similar inquiry through the Website does not create a client relationship or engage our services. A formal client relationship begins only when both parties have executed an applicable Subscription Agreement or completed our mandatory onboarding process. Information you send before then is not covered by a client confidentiality agreement unless we agree otherwise in writing, so please keep it general.
09Third-Party Links & Services
The Website may link to or use third-party websites, tools, or services we do not control (for example, a scheduling tool for booking consultations or a payment processor for initial checkout). We are not responsible for the content, accuracy, or practices of third-party sites or services, and linking to them does not imply our endorsement.
10Disclaimer of Warranties
THE WEBSITE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE WEBSITE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE, OR THAT ANY INFORMATION ON IT IS ACCURATE, COMPLETE, OR CURRENT.
11Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, PROFIT PATH SOLUTION WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF, OR INABILITY TO USE, THE WEBSITE. OUR TOTAL LIABILITY ARISING FROM YOUR USE OF THE WEBSITE WILL NOT EXCEED ONE HUNDRED DOLLARS ($100), EXCEPT AS OTHERWISE SET OUT IN A SEPARATE SUBSCRIPTION AGREEMENT GOVERNING PAID SERVICES.
Some states do not allow the exclusion or limitation of certain damages, so some of the above limitations may not apply to you.
12Indemnification
You agree to indemnify and hold Profit Path Solution harmless from claims, damages, and expenses (including reasonable attorneys' fees) arising from your misuse of the Website or violation of these Terms.
13Privacy
Our collection and use of personal information through the Website is described in our Privacy Notice, which is incorporated into these Terms by reference.
14Governing Law & Dispute Resolution
These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles. Any disputes arising from these Terms or your use of the Website shall be resolved in the state or federal courts located in Delaware.
15Accessibility
We want everyone to be able to use the Website. If you have trouble reading or using any part of it, contact us and we will help you get the information in another way.
ADDED: a short accessibility line, now common on business sites.16Changes to These Terms
We may update these Terms from time to time. The "Last Updated" date at the top reflects the most recent revision. Continued use of the Website after changes take effect constitutes acceptance of the updated Terms.
17Termination of Access
We may restrict or terminate your access to the Website at any time, for any reason, including if we believe you have violated these Terms.
18Severability; Entire Agreement
If any provision of these Terms is found unenforceable, the remaining provisions remain in full effect. These Terms, together with our Privacy Notice and any applicable Subscription Agreement, constitute the entire agreement between you and Profit Path Solution regarding the Website.
19Contact Us
Profit Path Solution LLC8 The Green, STE 4000
Dover, DE 19901, United States
Email: contact@profitpathsolution.com
Phone: (414) 207-9955
Website: www.profitpathsolution.com
Subscription Agreement
- Service runs month to month, with no long-term contract. Cancel any time by emailing us.
- Work is invoiced at the end of each month for the services provided that month.
- You give us accurate records on time. We do the work with reasonable care and keep your information confidential.
- We do not provide tax filing, legal or investment advice, or audited statements unless agreed in writing.
- Your financial records always belong to you.
This Subscription Agreement ("Agreement") is entered into by and between Profit Path Solution LLC, a Delaware limited liability company with its registered address at 8 The Green, STE 4000, Dover, DE 19901 ("Profit Path Solution," "we," "us," or "our"), and the client identified during the checkout process (the "Client," "you," or "your"). This Agreement governs your subscription to and use of our bookkeeping and accounting services (the "Services").
By making your first purchase of a plan or additional service through our provided checkout link, completing our required onboarding materials, or otherwise engaging our Services, you agree to be bound by this Agreement.
01Description of Services
Profit Path Solution provides bookkeeping and accounting services to businesses across the United States and Canada, which may include transaction categorization and reconciliation, monthly financial statement preparation, and related services as described in your specific plan or engagement (the "Services"). The specific scope of services included in your plan will be provided in your onboarding materials or Statement of Work.
The Services do not include tax preparation, tax filing, legal advice, investment advice, or audited or certified financial statements, unless separately and expressly agreed to in writing.
02Scope Changes & Additional Services
Work outside your plan, such as cleanup or catch-up of past periods, accounting system setup or migration, sales tax filing, 1099 filing, or extra accounts and employees, is quoted separately. We will confirm the scope and price in writing, and you approve it before the work begins. Additional services are priced as shown on our Pricing page unless we agree otherwise.
ADDED: your Pricing page sells add-ons and quoted cleanups, but the original agreement did not say how they are approved.03Subscription Plans, Fees & Billing
- Plan(s): The details of your specific plan and included services are shown at checkout and in your onboarding materials.
- First Purchase: To start working with us, a new Client first buys a plan or an additional service through our provided checkout link. This first payment confirms your plan or service and begins your onboarding. There is no separate onboarding fee.
- Ongoing Monthly Invoicing: After your first purchase, ongoing Services for regular Clients are invoiced monthly. We will issue an invoice at the end of each month for the Services provided during that period.
- Payment Method: The first purchase is paid through our secure checkout link. Monthly invoices are payable upon receipt by Wise or ACH bank transfer, using the payment details specified on the invoice.
- Price Changes: We may change our fees with at least 30 days' advance notice before the change takes effect on your next billing cycle. Continued use of the Services after a price change takes effect constitutes acceptance of the new fee.
04Ongoing Service & Cancellation
Your engagement with us operates on a continuous month-to-month basis. Because we invoice you at the end of each month for Services rendered, your "subscription" simply refers to our ongoing monthly commitment to manage your bookkeeping.
To cancel our Services, you must notify us by email at contact@profitpathsolution.com. Cancellation takes effect on the date we receive your email, or a later date you request. If you cancel mid-month, we will issue one final, prorated invoice at the end of that month for the work completed up to your cancellation date. Following the payment of that final invoice, your engagement is fully terminated, and no further Services will be performed or billed.
05Client Responsibilities
You agree to:
- Provide accurate, complete, and timely financial records, documents, and information reasonably necessary for us to perform the Services.
- Maintain the accuracy of your business and billing information.
- Grant us the access reasonably necessary to perform the Services (for example, read access to bank or card feeds or accounting software), where applicable.
- Review financial statements and deliverables we provide and notify us promptly of any discrepancies.
- Comply with applicable laws relating to your business's financial recordkeeping.
We are not responsible for errors, omissions, or delays resulting from inaccurate, incomplete, or untimely information or access you provide.
06Our Responsibilities
We will perform the Services described in your plan using reasonable care and skill consistent with generally accepted bookkeeping practices.
07Deliverables & Timing
We prepare your monthly reports after the month-end close, once we have received all the records and access we need for that month. Timelines depend on you providing complete information on time. Any response or turnaround time stated in your plan is a target, not a guarantee.
ADDED: sets a fair expectation about when reports arrive.08Software, Access & Security
You keep ownership of your accounting software account and are responsible for its subscription fees. We work inside your account with the access you give us and use read-only access wherever possible. Please do not send passwords by email or text. We will give you a secure way to share access. Tell us promptly if you change access or suspect unauthorized activity on any account connected to our work.
ADDED: matches the security line on your website (read-only access).09Fees, Late Payment & Refunds
Fees are due as described in the billing section above. If an invoice is not paid by the due date shown on it, a one-time late fee of 10% of the unpaid amount will be added to the invoice, to the extent permitted by law. We may also suspend Services for non-payment until the balance is paid. All fees paid are generally non-refundable unless otherwise required by applicable law or stated in your specific onboarding materials.
UPDATED: 10% one-time late fee. Not stated yet: a grace period (for example 5 to 7 days). Add the due date and the late fee on every invoice too10Confidentiality
Each party agrees to keep the other party's confidential and proprietary information (including Client financial information) confidential, and to use it only as necessary to perform under this Agreement, except as required by law or with the disclosing party's consent. This obligation survives termination of this Agreement. We perform the Services remotely from outside the United States and may use business-grade software, including AI features, that is contractually restricted from training on Client information.
11Data & Financial Information
Our collection, use, and protection of your information is also described in our Privacy Notice. By using the Services, you acknowledge our Privacy Notice.
12Records, Handover & Retention
When the Agreement ends, we will remove our access to your accounts and, on request, give you your reports and working files in a common format. You remain responsible for keeping your own copy of your records. We may keep copies of our working files for up to 7 years as described in our Privacy Notice, and they stay confidential.
ADDED: explains what happens to your files after cancelling.13Intellectual Property
We retain all rights in our methodologies, templates, software, and other materials used to provide the Services. You retain all rights in your own business and financial data; we do not claim ownership of your financial records.
14Professional Standards & Tax Disclaimer
We are a bookkeeping firm. We are not a CPA firm and do not give tax, legal or audit opinions. We are not responsible for penalties, interest or other costs that result from late, incomplete or inaccurate information from you or from tax filings prepared by others. Please review important decisions and tax matters with your CPA, tax preparer or attorney.
ADDED: protects you from tax-penalty claims and matches the website wording.15Disclaimer of Warranties
THE SERVICES ARE PROVIDED "AS IS". EXCEPT AS EXPRESSLY STATED IN THIS AGREEMENT, WE MAKE NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT GUARANTEE THAT THE SERVICES WILL BE ERROR-FREE OR UNINTERRUPTED. OUR SERVICES DO NOT CONSTITUTE TAX, LEGAL, OR INVESTMENT ADVICE, AND YOU SHOULD CONSULT A QUALIFIED PROFESSIONAL FOR SUCH ADVICE.
16Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, PROFIT PATH SOLUTION'S TOTAL LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT WILL NOT EXCEED THE FEES YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM. IN NO EVENT WILL WE BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES.
Some states do not allow the exclusion or limitation of certain damages, so some of the above limitations may not apply to you.
17Indemnification
You agree to indemnify and hold Profit Path Solution harmless from claims, damages, and expenses (including reasonable attorneys' fees) arising from your breach of this Agreement, your violation of applicable law, or inaccurate information you provide to us.
18Independent Contractor Relationship
Profit Path Solution provides the Services as an independent contractor. Nothing in this Agreement creates an employment, partnership, joint venture, or agency relationship between the parties.
19Term & Termination
This Agreement begins on the Effective Date and continues until terminated as described in the Ongoing Service & Cancellation section or this section.
- Either party may terminate this Agreement for material breach not cured within 15 days of written notice.
- We may suspend or terminate the Services immediately for non-payment, or if we reasonably believe continuing to provide the Services would violate the law or expose us to liability.
- Upon termination, you remain responsible for fees incurred through the effective date of termination.
20Governing Law & Dispute Resolution
This Agreement is governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles. Any disputes arising under this Agreement shall be resolved in the state or federal courts located in Delaware, or through binding arbitration if mutually agreed upon by both parties.
21Force Majeure
Neither party is liable for delay or failure to perform due to causes beyond its reasonable control, including natural disasters, acts of government, internet or utility outages, or other force majeure events.
22Notices & Electronic Communication
We may send notices, invoices and documents to the email address you give us, and you agree that electronic delivery and electronic signatures or acceptance are valid. Notices to us go to contact@profitpathsolution.com.
ADDED: lets you send invoices and notices by email and accept online agreement.23Amendments
We may update this Agreement from time to time. We will provide notice of material changes (for example, by email or by posting an updated version), and continued use of the Services after the update's effective date constitutes acceptance.
24Entire Agreement; Severability
This Agreement, together with the checkout payment terms, your completed onboarding materials, and our Privacy Notice, constitutes the entire agreement between the parties regarding the Services and supersedes prior agreements on the subject. If any provision is found unenforceable, the remaining provisions remain in full effect.
25Contact Us
Profit Path Solution LLC8 The Green, STE 4000
Dover, DE 19901, United States
Email: contact@profitpathsolution.com
Phone: (414) 207-9955
Website: www.profitpathsolution.com