Bookkeeping Payroll Tax-ready reporting Advisory

Clear books. Confident decisions.

We help small businesses stay compliant and on top of cash flow with modern bookkeeping, payroll support, and tax-ready monthly reporting.

Transparent monthly pricing
Secure file sharing
Fast monthly close

Get a demo quote

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Trusted by small businesses across industries
Retail • Agencies • Contractors • SaaS • Creators
On-time monthly close Clean chart of accounts Tax-ready reports Cash flow clarity

Services that scale with you

Choose a plan or mix-and-match add-ons. We keep it simple, predictable, and transparent.

Monthly bookkeeping

Categorization, reconciliation, and monthly close with clear financial statements.

Tax-ready reporting

Clean P&L, balance sheet, and quarterly summaries your tax pro will love.

Payroll support

Payroll setup assistance, monthly checks, and guidance on filings and compliance.

Advisory

Budgeting, runway planning, KPI dashboards, and cash flow coaching.

A simple process, done right

We’ll onboard you fast, clean up what’s messy, and keep your books accurate month after month.

  • 1
    Quick onboarding
    Connect accounts, import history, and align your chart of accounts.
  • 2
    Monthly close
    Reconcile, review, and deliver reports by an agreed monthly date.
  • 3
    Insights & next steps
    Optional check-ins to improve margins, cash flow, and planning.
Monthly deliverables
P&L • Balance Sheet • Cash summary • Categorization notes
Tools we support
QuickBooks • Xero • Stripe • Shopify • Gusto • Bank feeds
Cleanup & catch-up
Behind on books? We can reconcile prior months and get you current.

What clients say

Replace these demo testimonials with real ones when you go live.

“Finally, books we can trust.”

Monthly close is predictable and we always know where cash stands. Huge relief.

Operations Lead • eCommerce
“Pricing is clear. Deliverables are clear.”

No surprise invoices. Reports show exactly what we need for decisions.

Founder • Agency
“They cleaned up months of chaos.”

Catch-up work was fast and well-documented. Now we’re on autopilot.

CEO • Services

Simple, predictable pricing

Demo tiers—adjust based on transaction volume, accounts, and complexity.

No long-term contracts

Starter

For solo operators and new businesses.

$299/mo
  • ✔ Monthly reconciliation
  • ✔ P&L + Balance Sheet
  • ✔ Email support
  • Add-ons available
Choose Starter

Pro

For higher volume or complex needs.

$999/mo
  • ✔ Everything in Growth
  • ✔ Priority support
  • ✔ KPI dashboard
  • ✔ Quarterly planning
Choose Pro
*Prices shown are placeholders for the demo.

FAQ

Common questions we hear before onboarding.

Not necessarily. Many clients keep a CPA for tax filing. We focus on clean books and tax-ready reporting.

We commonly support QuickBooks and Xero, plus connected tools like Stripe, Shopify, and payroll providers.

Yes—cleanup/catch-up projects are common. We’ll propose a one-time scope, then move you to monthly service.

Talk to a human

Use the demo form above or reach out directly. Replace the info below with your real details.

Email
hello@ledgerline.example
Phone
(555) 123-4567
Hours
Mon–Fri • 9:00–17:00

POC checklist

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