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Expert Bookkeeping Services for Small Businesses

Ensuring Financial Clarity for Your Small Business

Katie Merkel

Dedicated to Simplifying Your Bookkeeping Needs

With over 15 years of experience in small business accounting I specialize in providing comprehensive bookkeeping services tailored to the unique needs of small businesses.

 

My passion is in assisting businesses who have fallen behind, or do not have the time to manage their books, offering effective solutions and preparing clean, tax-ready financials.

 

My commitment to accuracy and integrity ensures that your financial records are in good hands, allowing you to focus on growing your business.

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Together, we can streamline your finances and pave the way for your success!

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Katie Merkel

Founder & CEO

ClearPath Bookkeepers

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Our Bookkeeping Services

Financial Record Management

Customized Solutions

We offer personalized financial record management services designed to streamline your bookkeeping processes and provide insights for informed decision-making. Our experts work closely with you to create a customized plan that aligns with your business goals and ensures financial transparency.

Account Reconciliation

Expert Guidance

We conduct bank, credit card, and loan reconciliations to maintaining accurate records. By regularly performing reconciliations, we can identify discrepancies, prevent fraud, and maintain a clear view of your financial health. This not only helps in accurate reporting but also aids in effective and financial planning.

Budget Planning

Efficient Solutions

Our budget planning services are designed to keep your financial records organized and up-to-date. From managing expenses to tracking income, we ensure that your financial data is accurate and easily accessible, empowering you to make sound financial decisions.

Financial Reporting

Risk Management

Harness the strength of your business's financial data through our customized reports. We offer transparent Profit & Loss statements, Balance Sheets, and cash flow summaries, giving you a complete understanding of your financial status. Whether you're tracking performance each month or preparing for tax season, our insights will enable you to make informed choices and confidently pursue growth.

Small Business Bookkeeping Insights

Cafe Exterior

30,000

Hours of Experience

98%

Client Satisfaction

15+

Years of Experience

Advantages of Choosing Small Business Bookkeeping

Financial Transparency Guaranteed

Small Business Bookkeeping is committed to providing transparent and reliable bookkeeping services for small businesses. We prioritize accuracy and integrity to ensure that your financial records are always clear and accessible.

Customized Bookkeeping Solutions

We understand that every small business has unique bookkeeping needs. Our tailored bookkeeping solutions are designed to address your specific requirements, providing you with peace of mind and the freedom to focus on your business.

Dedicated Client Support

Our personalized client support sets us apart. We are dedicated to understanding your business and providing proactive bookkeeping support, empowering you to make informed financial decisions with confidence.

Expert Financial Analysis

Our team of experts delivers in-depth financial analysis to help you gain valuable insights into your business's financial performance. We are committed to helping you navigate financial complexities with clarity and precision.

Centrally located in Escondido & Servicing all of

San Diego County:

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  • Del Mar

  • Poway

  • Solana Beach

  • Carlsbad

  • Oceanside

  • Vista

  • San Marcos

  • La Jolla

  • Coronado 

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