Bookkeeping Services
Organized financials help prevent errors, reduce cleanup costs, and keep you prepared—so you’re not paying more later.
Choose the level of support that fits your business today.
✓ Catch errors before they become expensive
✓ Reduce year-end cleanup and CPA fees
✓ Know where your money is going—monthly
✓ Make decisions with real numbers, not guesses
Ledger Essentials
Starting at $300/month
Perfect for solopreneurs, freelancers, and one-person businesses who need simple, reliable monthly bookkeeping.
What’s Included:
Monthly Bank & Credit Card Reconciliations
Categorization of Monthly Transactions
Monthly Financial Statements
Light Email Support
Ledger Insights
Starting at $500/Month
Best for owners who are outgrowing basic bookkeeping and want monthly insights to make informed decisions.
What’s Included:
Everything in Ledger Essentials
KPI Tracking
Quarterly Financial Check-In Meeting
Light Cash Flow and Profitability Insights
Limited Email Support
Ledger Strategy Suite
Starting at $900/Month
Best for owners ready for
higher-level financial support and long-term planning.
What’s Included:
Everything in Ledger Insights
Cash Flow Projections
Budgeting/Forecasting
Custom Reporting and Analysis
Year-End Financial Package for
Tax Filing
Priority Access and Deeper Advisory Support
Quarterly Bookkeeping (Reduced-Rate Option)
Designed for businesses that don’t currently require monthly reporting but still want accurate, professional bookkeeping.
✓ Operate on a steady, consistent schedule
✓ Maintain cost-effective, accurate records
✓ Availability based on business needs and discussed during consultation
✓ Review and organize financials quarterly instead of monthly
We’ll help you determine the right level of support and revisit it as your needs change.
Ledger Package
Chart
Additional Services…
Catch-Up Bookkeeping
Updating all past-due transactions and reconciliations to bring your books current.
Bookkeeping Clean-Up
Correcting errors and organizing messy or inaccurate books.
Accounts Payable/ Receivable Tracking
Billing and payment oversight.
Migration to Quickbooks(Online)
Supporting businesses as they transition their bookkeeping into QuickBooks Online.