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Services & Pricing

Clear, predictable bookkeeping support for service-based businesses — built around a monthly rhythm, not real-time requests. Below is what's included in each service, along with typical pricing. Every engagement starts with a free consult so we can confirm the right fit before anything is quoted.

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Currently accepting 2 new clients for Q4 2026.

Monthly Bookkeeping & Reconciliation

Accurate, reconciled books and clear financial reports — delivered on the same dependable schedule every month, whether your revenue comes from retainers, projects, or completed jobs.

 

What's included:

  • Full bank and credit card reconciliation

  • Transaction categorization aligned to your chart of accounts

  • Monthly Profit & Loss statement and Balance Sheet

  • Reports delivered by the 15th of each month, on documents received by the 5th

  • Email support with a 1–2 business day response time

 

Best for: consultants, coaches, agencies, and skilled trades who bill by the project, retainer, or job and want to actually understand what those numbers mean.

 

Pricing: starting at $750/month, based on transaction volume and account complexity. Confirmed after your free consult.

Payroll Processing

Accurate, on-time payroll and tax filing for your team and 1099 contractors — handled correctly the first time, every time.

 

What's included:

  • Employee and contractor payroll processing

  • Payroll tax filing and compliance

  • 1099 preparation for contractors

  • Integrated with your monthly bookkeeping, so payroll and reporting always match

 

Best for: businesses with W-2 employees, 1099 contractors, or a mix of both who want payroll handled without chasing deadlines themselves.

 

Pricing: starting at $200/month as an add-on to monthly bookkeeping. Confirmed after your free consult.

Cleanup

Behind on your books and dreading the catch-up? It's more common than you'd think — especially for businesses that have been heads-down growing the work rather than the back office.

 

What's included:

  • Reconciliation of past months (or years) of transactions

  • Chart of accounts review and cleanup

  • Identification of discrepancies or missed entries

  • A clean, current starting point before moving to monthly service

 

Best for: businesses that are 3+ months behind, switched bookkeepers recently, or have never had books properly reconciled.

 

Pricing: flat rate based on how far behind you are and transaction volume — no hourly surprises. Quoted after a review of your current books.

How Pricing Works

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Every business is a little different, so pricing is based on:

  • Monthly transaction volume

  • Number of bank/credit accounts to reconcile

  • Whether payroll is included

  • How far behind your books currently are (for cleanup)

 

You'll get a specific number before you commit to anything — no guesswork, no surprise invoices.

How We Work

Monthly Rhythm — Documents due by the 5th, reports delivered by the 15th.

 

Email-First — Questions are answered within 1–2 business days. This keeps a clear written record and ensures nothing gets missed.

 

Scheduled Calls — Need to talk something through? Book a time that works for both of us.

 

What's Included Stays Included — Each package has a clear transaction/invoice limit with a transparent overage rate, so there's never a surprise bill or an awkward "can you just this once" conversation.

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Continuity — Your books live in your own QuickBooks account, which you own and can access at any time. Documentation for every client is maintained so another qualified bookkeeper could step in, and I have backup coverage arranged for extended absences.

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Why the Client Roster Stays Small — I take on a limited number of clients at a time, not because I have to, but because it's the only way to give every set of books the attention it deserves. That's also why availability is shown above rather than assumed — when the roster is full, it's full.

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Who I work with / who I'm not the right fit for

A good fit if you:

  • Run a service-based business — consulting, coaching, agency, law or professional practice, or a skilled trade

  • Bill by retainer, project, or completed job

  • Have roughly $250K–$3M in annual revenue

  • Work with a small team or contractors

  • Use QuickBooks Online, or are willing to move to it

  • Want a predictable monthly rhythm rather than real-time, on-demand support

  • Want to actually understand your numbers, not just survive tax season

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Not the right fit if you:

  • Need daily bookkeeping, same-day turnaround, or someone on call

  • Run inventory-heavy retail, e-commerce at volume, or a restaurant

  • Need multi-entity consolidations or an on-site or in-house bookkeeper

  • Need tax preparation, filing, or audit representation — I work alongside your CPA and will gladly refer you to one

  • Are looking for the lowest price available

Ready for a Bookkeeper Who Thinks Like a Business Advisor?

You've spent enough time staring at numbers without knowing what they actually mean for your business. With 25+ years of bookkeeping experience — and over two decades as a small business consultant and coach — I bring more than clean books to the table. I bring a holistic view of how your finances connect to the decisions you're making every day.

 

Because I only take on a handful of clients at a time, spots are limited — reach out today to check current availability.

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Schedule a Free Consult

kristi@ledgerbookkeepingco.com

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