What we do best
Services
We believe that organized finances are the foundation of business success. Our services are built to keep your books accurate, up to date, and easy to understand—so you can focus on running your business with confidence.
Our Services
We Can Do It All
Every business is different, but the need for clear, organized financials is the same. We handle the day-to-day details—from transaction categorization to reconciliations and reporting—so nothing gets missed and everything stays accurate. Whether you need consistent monthly support or help getting things back on track, our services are designed to keep your books organized and your decisions confident.
The services listed reflect our ongoing monthly support. We also offer QuickBooks setup and cleanup services to help you start fresh or get your books back on track.
Monthly Transaction Categorization
We accurately organize your income and expenses each month so your books stay clean and easy to understand. Proper categorization helps you see where your money is going and keeps reporting reliable.
Bank & Credit Card Reconciliation
We match your bookkeeping records to your bank and credit card statements to catch errors, missing transactions, and duplicates. This helps ensure your numbers are accurate and up to date.
Financial Statements
Receive clear monthly financial reports, including your Profit & Loss and Balance Sheet. These reports help you understand business performance and make informed decisions with confidence.
QuickBooks Online Account Maintenance
We keep your QuickBooks Online file organized, accurate, and running smoothly. This includes reviewing settings, cleaning up issues, and maintaining a solid bookkeeping system.
Monthly Bookkeeping Review
Each month we review your books for accuracy, consistency, and completeness. This extra layer of oversight helps catch problems early and keeps everything on track.
Email Support
Have a question about your books or reports? We provide reliable email support so you can get answers and guidance when you need it.
Accounts Payable Tracking
We help you stay on top of upcoming bills and vendor obligations by tracking what needs to be paid. This supports better cash flow management and helps prevent missed payments.
Accounts Receivable Tracking
We track customer invoices and outstanding balances so you know what money is still owed to your business. Clear receivables tracking helps improve collections and cash flow.
Monthly Financial Insights Summary
Along with your reports, we provide a simple summary of key trends and important numbers to watch. You’ll gain practical insight without needing to sort through the details alone.
Quarterly Financial Review Call
Each quarter, we meet with you to review your financial results, answer questions, and discuss next steps. It’s a dedicated time to better understand your numbers and plan ahead.
Payroll Processing
We process payroll accurately and on schedule so your team gets paid correctly and on time. Reliable payroll helps reduce stress and keeps your business running smoothly.
Payroll Tax Filings
We help manage required payroll tax filings so deadlines are met and records stay organized. This reduces administrative burden and helps you stay compliant.
Employee / Contractor Payroll Setup
We assist with setting up employees or contractors in your payroll system correctly from the start. Proper setup helps avoid payroll issues and reporting errors later.
Year-End Payroll Reports (W-2s / 1099 Support)
We help prepare and organize year-end payroll reporting, including W-2 and 1099 support. This makes year-end smoother for both you and your team.
Service Package Comparison
CORE BOOKKEEPING
Starter
-Monthly Transaction Categorization
Bank & Credit Card Reconciliation
Financial Statements (P&L & Balance Sheet)
QuickBooks Online Account Maintenance
Monthly Bookkeeping Review
Standard
(MOST POPULAR)Monthly Transaction Categorization
Bank & Credit Card Reconciliation
Financial Statements (P&L & Balance Sheet)
QuickBooks Online Account Maintenance
Monthly Bookkeeping Review
Standard + Payroll
-Monthly Transaction Categorization
Bank & Credit Card Reconciliation
Financial Statements (P&L & Balance Sheet)
QuickBooks Online Account Maintenance
Monthly Bookkeeping Review
FINANCIAL INSIGHTS & SUPPORT
Starter
-Email Support
–Accounts Payable Track
–Accounts Receivable Track
–Monthly Financial Insights Summary
–Quarterly Financial Review
Standard
(MOST POPULAR)Email Support
Accounts Payable Tracking
Accounts Receivable Tracking
Monthly Financial Insights Summary**
Quarterly Financial Review Call
Standard + Payroll
-Email Support
Accounts Payable Tracking
Accounts Receivable Tracking
Monthly Financial Insights Summary**
Quarterly Financial Review Call
** Monthly Financial Insights Summary: A simple overview of your financial performance each month, highlighting key trends, unusual changes, and important numbers business owners should pay attention to.
PAYROLL SERVICES
Starter
-–Payroll Processin
–Payroll Tax Filin
–Employee / Contractor Payroll Setu
–Year-End Payroll Reports (W-2s / 1099 support
Standard
(MOST POPULAR)–Payroll Processin
–Payroll Tax Filing
–Employee / Contractor Payroll Setu
–Year-End Payroll Reports (W-2s / 1099 support
Standard + Payroll
-Payroll Processing
Payroll Tax Filings
Employee / Contractor Payroll Setup
Year-End Payroll Reports (W-2s / 1099 support)
Simple, Transparent Pricing
Choose the bookkeeping plan that fits your business today, with room to grow as your needs change.
Monthly Bookkeeping Plans Starting At
Pricing by Monthly Transaction Volume
Starter
-0-100: $ 225.00
101-200: $ 285.00
201-400: $ 395.00
400+: Custom Quote
Standard
(MOST POPULAR)0-100: $ 300.00
101-200: $ 385.00
201-400: $ 525.00
400+: Custom Quote
Standard + Payroll
-0-100: $ 475.00
101-200: $ 575.00
201-400: $ 725.00
400+: Custom Quote
*Final pricing may vary based on business complexity, number of bank or credit card accounts, payroll needs, historical cleanup, and any additional services requested.
One-Time Setup & Onboarding
Most new clients begin with a one-time setup process so we can create a clean, organized bookkeeping foundation. One-time setup and onboarding starts at $95.00 and final pricing depends on the complexity of your books and any cleanup needed.
Plan Limits / Scope
Every business is different. Pricing is primarily based on monthly transaction volume and the services your business needs. Our service packages are designed for small to mid-sized businesses and typically include one business entity and a standard set of financial accounts. If your business operates with a larger number of accounts or requires additional services such as multi-entity bookkeeping, we’ll provide a customized quote to make sure your books are handled properly.
Get In Touch
Contact Us
(435) 612-3690 call/text
office@ledgerpointbookkeepers.com
Open Hours
M-F: 9am – 5pm
Sat Closed
Sun: Closed