Client feedback
“We were months behind on our books and had no idea where our cash was going. Ledgerly cleaned everything up and now we get clear monthly reports that actually make sense. I finally feel in control of my numbers.”
Clean Books. Clear Financial Direction.
Professional bookkeeping and financial management for growing businesses.
Trusted across:
Service
Healthcare
Construction
Real Estate
E-Commerce
Professional Services
Home Services
Hospitality
Retail
Logistics
Simple Plans Built for Every Stage of Business
Whether you need ongoing bookkeeping, higher-level support, or a full cleanup, Ledgerly offers structured service packages designed to meet you where you are.
Best for newer businesses
Starter
Starting at $149/mo
Monthly bookkeeping for businesses with up to 100 transactions per month, including reconciliations and core financial reports to keep your books accurate and consistent.
- Monthly transaction categorization
- Bank and credit card reconciliation
- Monthly P&L and Balance Sheet reports
- Ongoing bookkeeping support
Best for established operations
Core
Starting at $299/mo
Fully managed bookkeeping up to 250 transactions per month with financial insights, priority support, and optimized reporting to give you clear visibility and control over your business finances.
- Everything in Starter
- Quarterly financial insights
- Chart of Accounts maintenance
- 1-day response support
Best for growing companies
Premium
Starting at $499/mo
Delivers fully managed, high-touch bookkeeping with payroll, tax-ready reporting, and same-day support giving you complete financial oversight without lifting a finger.
Best for cleanup projects
Fresh Start
Starting at $229
Catch-up bookkeeping and accounting cleanup for businesses that need past records corrected, financial reports rebuilt, and a clean foundation moving forward.
- Historical bookkeeping cleanup
- Error correction and account review
- Reconciliation of past periods
- Preparation for clean ongoing bookkeeping
Add-ons can be paired with your monthly service when you need extra support beyond your core package.
Payroll Processing
Full-service payroll support for businesses needing employee pay runs, payroll compliance, and ongoing payroll administration.
Accounts Payable Support
Help managing vendor bills, due dates, and outgoing payment tracking so nothing slips through the cracks.
Accounts Receivable Support
Assistance with invoicing, payment tracking, and receivables organization to help improve cash flow visibility.
1099 Filing
Year-end contractor filing support, including preparation and submission guidance for eligible vendors.
W-2 / Payroll Tax Filing Support
Additional year-end payroll filing assistance for businesses needing help beyond standard monthly bookkeeping.
Catch-Up Bookkeeping
Additional historical bookkeeping work for businesses that are behind and need multiple past periods brought current.
Custom Reporting
Tailored financial reporting for owners who need extra visibility, KPI tracking, or business-specific reporting views.
Bookkeeping Software Setup
Setup and organization of your accounting system to create a cleaner foundation before ongoing monthly work begins.
Not sure which package fits best?
Answer a few quick questions and get a recommended plan based on what your business needs most.
Your recommended plan:
Here’s what happens next.
We keep everything simple and structured from day one.
1
Book Your Free Consultation
2
We Review Your Current Setup
3
We Establish Your Process
4
We Organize and Manage Your Books
5
You Get Clear Financial Insight
Trusted by Growing Businesses Across Industries
From service companies to e-commerce brands, Ledgerly helps business owners stay organized, informed, and in control of their finances.
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Client feedback
“Between jobs, payroll, and equipment, bookkeeping was the last thing I wanted to deal with. Ledgerly took it completely off my plate and now everything is organized and up to date without me thinking about it.”
Client feedback
“Our transactions were a mess with Shopify, Stripe, and PayPal. Ledgerly streamlined everything and now our reports actually match what’s happening in the business.”
Client feedback
“Tracking multiple properties and accounts was overwhelming. Ledgerly structured everything properly and now I can see performance property by property without digging through spreadsheets.”
Client feedback
“We were growing fast but had zero financial clarity. Ledgerly implemented monthly reporting and now we actually understand our margins and where we’re making money.”
Client feedback
“Between inventory, payroll, and daily sales, our books were chaos. Ledgerly brought everything together and now we finally have accurate numbers to work with.”
Client feedback
“I didn’t need a full accounting team, just someone reliable to keep things clean. Ledgerly handles everything monthly so I can focus on clients instead of QuickBooks.”
Client feedback
“As we scaled, our finances got more complicated fast. Ledgerly gave us structure, consistency, and reporting that actually helps us make decisions.”
Frequently Asked Questions
Have questions before booking? Open the section below to get quick answers about Ledgerly’s services, pricing structure, and what working together looks like.
Monthly bookkeeping includes transaction categorization, bank and credit card reconciliations,
and organized financial reporting so your books stay clean, current, and usable.
No. If you are not currently using bookkeeping software, Ledgerly can help set up your accounting
system and create a clean structure before ongoing monthly work begins.
That is exactly what the Fresh Start service is for. If your records need cleanup, catch-up work,
or correction before monthly bookkeeping can begin, Ledgerly can address that first.
Yes. Payroll support is available either as part of select plans or as an add-on depending on the
level of service your business needs.
In many cases, yes. Ledgerly focuses on bookkeeping and financial organization. Clean books make it
much easier for your CPA or tax preparer to handle filings, tax planning, and year-end work.
You can use the Find My Plan quiz on this page or book a free consultation. Ledgerly will review
your current situation and recommend the best fit based on your business stage and bookkeeping needs.
Book Your Free Consultation
Get a clear picture of where your bookkeeping stands, what needs attention, and which Ledgerly service is the best fit for your business.
What to expect
Your consultation is designed to give you clarity.
This is a no-pressure conversation where we review your current bookkeeping setup, identify any gaps or inefficiencies, and outline the best next step for your business.
Review your current bookkeeping setup
Identify cleanup needs or process gaps
Get a recommendation based on your business stage
Walk away with clarity, even if you do not move forward immediately
Consultation calls are limited to select weekly availability to ensure every business gets dedicated attention.