WHAT WE HAVE TO OFFER YOU
HERE IS WHERE YOUR BOOKS SHOULD BE
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BUILDING PACKAGES Tailored to you
At the core this is
what we offer
Your business is as unique as a fingerprint, and we believe in tailoring our bookkeeping services to match its distinctive needs. We understand that bookkeeping processes are not one size fits all, which is why we take the time to have a detailed consultation with you. During this consultation, we'll dive deep into understanding your specific requirements, challenges, and aspirations. Armed with this knowledge, we'll craft a personalized package designed to enhance and accelerate the growth of your business. Our goal is not just to provide bookkeeping services, but to become your trusted partner in achieving financial success.
Reliable & accurate bookkeeping
Responsive support calls and emails
Bank reconciliation
Credit card reconciliation
Monthly/Quarterly Financial Statement Prep
Loan reconciliation
Bill Payment
Clean up - (Requires a diagnosis to determine complexity)
Creating chart of accounts
Categorizing income/expenses
Payroll
Accounts Payable
Quickbooks Online Account Creation
EIN Setup
AR Invoicing and Collection Assistance
Quickbooks Training
Accounts Receivable
1099 and W2 Creation
Additional services
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Meet Erin: Our CEO
Hey hey! I'm Erin Lee, the visionary CEO behind The Ledger Life Bookkeeping Co. With a wealth of accounting experience spanning diverse industries like oil and gas, healthcare, and the music and entertainment scene, I've become a true master of numbers. From complex calculations to intricate financial analyses, I can effortlessly crunch any number with my eyes closed. Come partner with a seasoned accountant who brings expertise, precision, and a passion for delivering top-notch financial solutions. Get ready to experience a whole new level of financial excellence with The Ledger Life Bookkeeping Co.
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Consultation: Connect via phone, email, or video call to understand your unique financial needs and goals.
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OUR PROCESS
Onboarding & Catch-Up Phases:
Review the current state of your financials.
Determine action items to bring your books up to date and accurate.
Gather any missing information.
Set up QuickBooks Online (QBO) account (if applicable) and organize the accounting structure, including the Chart of Accounts.
Record financial transactions through the current period.
Maintenance Phase:
Ensure ongoing data entry, reconciliations, and generation of financial reports.
No stress at tax filing:
Hand over your meticulously prepared reports from the year to your CPA with confidence, making tax filing a hassle-free experience.
DON'T JUST TAKE MY WORD FOR IT
“I can never sing her praises loudly enough!"
“I must admit that I had allowed my bookkeeping to get out of hand….well, let’s just say I never did have a full grasp on it - I would get to it when I found the time. Here’s where The Ledger Life comes in! Erin took over my “mess”, and not only organized it for me, but got it all sorted out and brought current. I can never sing her praises loudly enough! The money I paid for her services, was WELL WORTH IT!
Thank you Ledger Life for saving my business’s life!
You are the BEST!
-Deborah Thompson, REALTOR
and owner of DJ THOMPSON Events“