Bookkeeping Essentials

LedgerFoundational monthly bookkeeping.

Accurate transactions, clean reconciliations, and monthly reporting that keep you in control without the complexity. Five packages that build on one another as your business scales.

Cadence · Monthly close & reporting

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Ideal for

Owner-operated and small businesses with predictable monthly volume
Service businesses that want clean books without daily oversight
Teams moving from a part-time bookkeeper or DIY in QuickBooks
Anyone whose current books are 'mostly fine, but…'

Tools we use

QuickBooks Online AdvancedDext Advanced

Family capabilities

Bank & credit-card reconciliations
Monthly Profit & Loss and Balance Sheet
Full monthly financial statements (PKG-2+)
A/R and A/P aging reports (PKG-2+)
Customer & vendor aging (PKG-3+)
Expense / receipt automation (PKG-3+)
Budget vs. actual reporting (PKG-4+)
Custom financial-statement layouts (PKG-4+)
Variance analysis & commentary (PKG-5)
Custom KPI dashboards (PKG-5)
Class / location / department tracking (PKG-5)
Year-end support — included in every package

Package lineup

5 packages, designed to stack.

Each package builds on the one above it. Investment shared on a discovery call.

PKG-1-SC

Starter Compliance

Clean, accurate monthly books for a business getting set up right.

Reconcile up to 2 bank / credit-card accounts
Categorize up to 100 transactions / month
Monthly Profit & Loss and Balance Sheet
Email-based support
Year-end support included

PKG-2-SS

Structured Support

More accounts, more volume, and the reports that drive collections.

Includes everything in Starter Compliance

Reconcile up to 3 accounts
Categorize up to 200 transactions / month
Full monthly financial statements
A/R and A/P aging reports
QBO Advanced + Dext Advanced included

PKG-3-OO

Operations Optimized

Reporting with analysis and automation that frees up your time.

Includes everything in Structured Support

Reconcile up to 5 accounts
Categorize up to 300 transactions / month
Customer & vendor aging reports
Monthly reports with summary analysis
Expense receipt automation
Quarterly 30-minute check-in call

PKG-4-VS

Volume Streamlined

Built for transaction volume, with reporting tailored to your business.

Includes everything in Operations Optimized

Unlimited transaction categorization (fair use)
Reconcile all active financial accounts
Budget vs. actual reporting
Custom financial-statement layout
Monthly trend-analysis calls
Full receipt automation

PKG-5-PP

Process & Insight

Decision-grade insight: dashboards, commentary, and a dedicated lead.

Includes everything in Volume Streamlined

Class / location / department tracking
Monthly variance analysis & commentary
Custom KPI dashboards
Team training
Dedicated account manager

Monthly deliverables

Monthly close on schedule

Reconciliations to the cent

Year-end accountant package

FAQs

Common questions about Ledger.

Is year-end support really included?: Yes — every Ledger package includes year-end support. Your accountant receives a clean review file with adjusting entries prepped.
Can you clean up a backlog before we start?: Yes. Cleanup or catch-up bookkeeping is available with a minimum 12-month recurring engagement.
Is payroll or GST/HST filing included?: Payroll is handled by our strategic partners in the payroll industry — the specialists who live in it daily. We post the journal entries and reconcile on our side. GST/HST filing is an add-on unless specifically negotiated into your engagement.
What if my volume grows past the package limits?: We move you to the next package — or into Sync — at renewal. Pricing adjusts forward, not retroactively.

Bring Ledger-grade clarity to your books.

A 30-minute discovery call. No pressure, no proposal-by-PDF.

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