Choose how much of the books you want to handle.
Do the basics yourself in Ledgerly, hand us the reconciliation, or let us take it from top to bottom. Every level includes access to our team.
Do the basics yourself — in Ledgerly, QuickBooks, or the software of your choosing
You don't have to switch platforms to work with us. Keep your own books where you're comfortable and we'll pick up from there.
Ledgerly Books
Our own app. Do the day-to-day entries yourself in plain language, then hand us the reconciliation or the whole job whenever you'd rather.
QuickBooks
Already running your books in QuickBooks? Keep it. We'll work in your file and reconcile what you've already entered — no migration needed.
Your own software
Xero, Wave, a spreadsheet, or a ledger on paper — use the tools you prefer. We'll work with your setup and advise on what serves you best.
Made in-houseMeet Ledgerly Books — our own bookkeeping app
We created Ledgerly so bookkeeping is affordable for brand-new business owners who are still learning as they go — and still capable of advanced, experienced bookkeeping for owners who have always run their books in QuickBooks or another major platform.
Start with plain-language entries for the day-to-day, grow into full bookkeeping functions as you get comfortable, and — if you're an accountant or bookkeeper yourself — keep track of an unlimited number of client books.
The app has its own subscription, separate from our advisory plans. See the app pricing on the Ledgerly Books page.
Four ways to work with us
Start where you are today, and move up whenever you'd rather hand off more.
Consulting Retainer
Our base service — a direct line to a professional when questions come up.
- Call or email us whenever a question comes up
- Straight guidance on the decisions in front of you
- No bookkeeping required — bring the books you already keep
- Made for experienced owners who want added reassurance
Ledgerly Reconciliation Add-On
You keep the day-to-day books in Ledgerly — we finish them for you.
Add-on to your Ledgerly Books app subscription
- You handle the basic bookkeeping in the Ledgerly Books app
- Upload bank statements, credit card statements, and other financial documents to our secure portal
- We complete the final reconciliation
- Consulting included
Full Bookkeeping & Consulting
Upload your documents to the portal and we take care of the rest.
- We do all of your bookkeeping
- Everything happens from your secure portal uploads — nothing to enter yourself
- Monthly reconciliation handled for you
- Consulting included
Custom Solutions
State and federal filing, payroll, or both — priced around what your business actually needs.
- State and federal filing
- Payroll services
- Bookkeeping and consulting included
- A customized, affordable quote after your free consultation
The Ledgerly Books app has its own subscription; the $99 reconciliation add-on is billed on top of it, and the $300 full-service level needs no app subscription at all.
From your documents to done
Keep your books in Ledgerly
Our bookkeeping app handles the day-to-day entries — or skip it entirely and let us do the entering for you.
Send us your documents
Upload bank statements, credit card statements, and other financial documents to our secure Intuit portal.
We reconcile and consult
We complete the final reconciliation and stay available for the questions that come up along the way.
Not sure which level fits? Let's talk it through.
Tell us how much you want to handle and how much you'd rather hand off — we'll point you to the right level, including a customized plan for filing and payroll.
Get a Quote