Monthly Bookkeeping
Maintaining accurate books is a crucial investment for your business.
Bookkeeping not only keeps your financial records accurate and up to date, but it also helps you see how much profit you’re actually making, why cash still feels tight, and whether your business can afford its next big move.
At LedgeGo, we handle the month-to-month work behind your books so your financials stay accurate, complete, and ready when you need them.
Without proper bookkeeping, you may be making important business decisions based on numbers that are wrong or misleading.
Your business is worth knowing inside and out.
Schedule a call and tell us what’s going on with your books.
We’ll take care of the rest.
Why Your Business Needs
A Bookkeeper
You need to know if your business is actually making money.
01
Revenue can look great while expenses quietly eat away at what you keep. Accurate books show you what’s really left after the business pays its bills and expenses.
You need to know where your cash stands before the bills hit.
02
A profitable month doesn’t always mean there’s enough cash for payroll, vendors, taxes, debt payments, or the next big expense. Your books help you see what’s coming before it becomes a scramble.
You need numbers you can actually make decisions with.
03
Hiring, raising prices, buying equipment, expanding, or taking more money out of the business shouldn’t be guesses. Accurate bookkeeping gives you something real to base those decisions on.
You need to know whether your business is getting stronger over time.
04
One good month doesn’t tell you much on its own. Accurate bookkeeping lets you compare periods, spot trends, see whether profit margins are improving or shrinking, and understand whether the business is actually moving in the right direction.
The longer mistakes sit, the harder — and more expensive — they become to fix.
05
Missing transactions, duplicate entries, incorrect balances, unpaid invoices, and miscategorized activity can pile up quietly. Keeping the books accurate month after month prevents a much bigger mess later.
WHAT MONTHLY BOOKKEEPING INCLUDES
Everything your books need, month after month.
We take the bookkeeping off your plate, so you can trust your numbers and focus on your business.
Your monthly bookkeeping is tailored to your business — you get the work your books actually need, not a one-size-fits-all checklist.
Transactions & Proper Accounting Treatment
Categorize routine activity and determine the proper accounting treatment when transactions aren’t straightforward. That includes refunds, reimbursements, fees, transfers, owner activity, unusual purchases, and transactions that don’t fit neatly into an obvious category.
We look at what actually happened, how the transaction affects the books, and where it belongs so income, expenses, assets, liabilities, and equity aren’t distorted by a convenient but incorrect category.
Account Reconciliations & Cash Movement
Reconcile bank and credit-card accounts to the underlying statements, trace transfers between accounts, identify missing or duplicate activity, investigate differences, and resolve outstanding items so the books agree with what actually happened.
We can also account for merchant-processing fees, timing differences, grouped deposits, Undeposited Funds, and clearing-account balances when they apply.
Receivables, Payables, & Payment Activity
Keep customer invoices, payments, credits, vendor bills, payments, and outstanding balances properly recorded when your business uses them.
We reconcile what has been billed, paid, deposited, credited, or still remains outstanding and maintain receivable and payable aging information so the books reflect what customers owe you and what the business owes others.
Payroll, Loans, Liabilities & Equity
Record and reconcile payroll activity and related liabilities when applicable, including wages, payroll taxes, deductions, and payments reflected in the books.
We also account for loans, principal and interest, owner contributions and draws, reimbursements, and other liability or equity activity so money moving into or out of the business doesn’t distort income and expenses.
Month -End Close & Balance Sheet Integrity
Complete the month-end close by resolving uncategorized or incomplete activity, recording necessary bookkeeping adjustments, reconciling accounts, and investigating balances or transactions that don’t make sense.
We look across assets, liabilities, equity, receivables, payables, clearing accounts, and other balance-sheet activity to make sure errors aren’t quietly carrying forward from one month to the next.
Financial Reporting & Business Insights
Prepare the financial statements and reports your business needs, which may include comparative reporting, receivables and payables aging, cash-related reports, and other reports relevant to how your business operates.
We analyze trends, variances, unusual movements, and significant changes so you can understand what changed, what deserves attention, and what your numbers are actually telling you about the business.
Testimonials
Hear From Those We’ve Helped
Good bookkeeping doesn’t just change your books.
It changes how it feels to run your business.
Benefits of Bookkeeping
Stop wondering whether your books are actually right.
You can look at your books without wondering what was missed, duplicated, misclassified, or recorded incorrectly.
You’re no longer spending nights sorting transactions, chasing discrepancies, or trying to figure out what QuickBooks is doing.
Get your time back.
No more scrambling when tax time comes around.
Instead of scrambling to clean everything up at year-end, your records stay organized and ready for the professionals who need them.
Be ready when an opportunity comes up.
Financing, a new location, a major purchase, a potential investor, or another big decision is much easier when your financial information is already in order.
Use your books to grow with confidence.
As your business grows, your books give you the facts behind the decisions — what you can afford, where you’re making money, what’s changing, and what needs your attention.
You don’t have to mentally track what was paid, what’s still outstanding, whether something was recorded, or whether your numbers can be trusted. You can run the business instead of carrying the books around in your brain.
Get the finances out of your head.
MONTHLY BOOKKEEPING PRICING
Pricing that reflects the work.
Whether you’re just getting started with a small number of transactions or running an established business with a significant amount of financial activity, your bookkeeping package will fit the business you actually have.
MONTHLY BOOKKEEPING RANGES FROM
$150 - $3,500+
per month
depending on the complexity and volume of your books.
Your monthly price depends on things like transaction volume, bank and credit card accounts, loans, payroll, bills and invoices, sales tax filings, and the overall complexity of your books.
You'll receive a clear monthly price based on your business before we get started — no surprise fees and no paying for services you don't need.
Need help getting your books ready first?
QuickBooks Setup & Training · Bookkeeping Cleanup
These are separate services and are quoted based on the work required.
The Credentials Behind LedgeGo
A foundation in accounting. Trusted tools. Real expertise.
Honors B.S. in Accountancy, 2013
Valedictorian, Summa Cum Laude — Highest Honors
M.S. in Accountancy, 2014
Summa Cum Laude
Your business can make plenty of sales and still be losing money.
DID YOU KNOW?
Revenue tells you what came in. It doesn’t tell you how much money you actually kept.
Subscriptions, payroll, merchant fees, software, rent, loan interest, supplies, overhead, refunds, discounts, and countless smaller expenses can quietly eat away at what looked like a great month.
And if those costs aren’t tracked and allocated correctly, you may not even know which customers, services, or projects are actually making you money.
Without proper bookkeeping, the numbers you’re using to judge how well your business is doing may be wrong or misleading. LedgeGo gives you accurate, up-to-date books so you can understand where your money is going, see what you’re actually earning, and make decisions with numbers you can trust.
Here’s exactly what happens next.
We make it easy to hand off your books. Here’s what you can expect.
Book a free call
Tell us about your business, how you’re handling your books now, and what you’re looking for help with. We’ll answer your questions and see if we’re a good fit.
Share your books
You’ll give us secure access to your accounting platform, such as QuickBooks Online, and share any relevant records we need to review.
We review & assess
We’ll review your current books, accounts, transaction volume, and overall setup so we can understand what your monthly bookkeeping actually requires.
You get a proposal
We’ll walk you through our recommendation and provide a clear proposal outlining your monthly scope and custom fee.
You approve
Once you approve the proposal, we’ll send over your engagement letter. Once it’s signed and your first monthly fee is paid, we’re ready to begin.
We get started
We’ll begin taking care of your books, making sure they stay accurate and up to date while keeping you informed along the way.
Ready to get started? Choose a time below ↓
You take care of the business.
We’ll take care of your books.
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Any information you share with us is handled with care and kept confidential in accordance
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