A b o u t

Our mission is to simplify financial operations for small businesses and nonprofits by combining practical bookkeeping, secure digitization, and clear, timely reporting.

Mohamed Saci is the founder of ClearPath Financials and a senior advisor with deep operational accounting experience in nonprofit and small-business settings. He specializes in bilingual bookkeeping, QuickBooks coaching, GST/HST filing, and audit-ready financial controls. His approach is paperless, process-driven, and focused on clear monthly reporting that helps leaders make confident decisions.

1. Discovery — 30‑minute consultation to understand priorities and current workflows.

2. Proposal and onboarding — clear scope, timeline, and an onboarding checklist for a paperless transition.

3. Implementation — digitize documents, configure QuickBooks, and set up automated reconciliations.

4. Ongoing support — monthly or quarterly reporting, regular reviews, and on‑demand QuickBooks coaching.