Services
Ready for a partner in taking control of your finances? Ledgr Life, LLC offering bookkeeping and advisory services for small business. Let’s work together!
01
Monthly Bookkeeping
STARTING AT $500/MONTH
You want your time back and are ready to outsource your bookkeeping to a professional. Monthly bookkeeping will give you the peace of mind that your bookkeeping is up-to-date, done correctly, and ready for tax time.
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-Coding all income and expense transactions
-Monthly account reconciliations
-1099 tracking
-Receipt management
-Monthly preparation of financial statements
-Monthly financial review via Google Meet
-Client portal
-Weekly backups of QBO file
-Unlimited Communication
Additional Services available if engaged in monthly bookkeeping:
-Payroll management with a full-service payroll company
-Accounts payable management
-Accounts receivable management
-Inventory management
-Sales tax filing
“Success isn’t about how much money you make, it’s about the difference you make in people’s lives.”
-Michelle Obama
02
Quickbooks Setups
$500/ENGAGEMENT
You are a new business and you want to get Quickbooks Online to get started with your bookkeeping. Or, your a business using a DIY spreadsheet system for bookkeeping and it just isn’t working for you anymore. A Quickbooks Online setup will get you started on the right foot and set you up for success in your financial journey with your business.
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-Discounted Quickbooks Online subscription
-Company setup and preferences
-Customized chart of accounts
-Integration of bank and credit card accounts
-Integration of POS system
-Integration of full-service payroll
-Quickbooks Online training (up to 4 hours)
If you choose to engage ongoing monthly bookkkeeeping services with Ledgr Life, LLC, the Quickbooks setup fee will be waived.
03
Quickbooks Clean-Ups and Catch-Ups
PRICING DEPENDENT UPON COMPLEXITY OF ENGAGEMENT
Feeling like your books took a turn for the worst? Or, you just didn’t have the time to keep up with your books because you are focused on other needs of your business. A Quickbooks Online clean-up or catch-up will get your books organized, up-to-date, and back on track.
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-Establish proper beginning balances for current fiscal year
-Resolve all bookkeeping coding and reconciliation issues and bring the books current
-Client portal
-Weekly backup of QBO file
04
Advisory Services
PRICING DEPENDENT UPON COMPLEXITY OF ENGAGEMENT
You are struggling with cash flow, contemplating another location, deciding whether to hire an employee, or not sure your products and services are priced correctly. Advisory services provide access to CFO level resources without the investment in a full-time CFO.
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-Variance analysis
-Budget support
-Strategic planning
-Financial projections
-Cash flow management
-Fathom subscription included
How it Works
step one
Consultation
I will meet or video call with you to discuss your business needs. After the consultation, you will receive a personalized proposal.
step two
Onboarding
You will receive a request list of all necessary documents I need so I can get started on your project!
step three
Working Together
Services begin and will be delivered based on scope of service and timeline outlined in the proposal.
