Our services
Bookkeeping services built around your business.
All services are provided virtually, allowing us to support businesses efficiently and securely from anywhere in the United States.
Pick the service that fits — I'll guide you through it.
Service
Monthly Bookkeeping
Stay on top of your finances every month with organized, accurate records. We handle your transactions so you always know where your business stands financially.
- All transactions categorized
- Bank feeds reviewed weekly
- Month-end reports delivered
Service
Bank & Credit Card Reconciliations
We match your bank and credit card statements to your records — catching errors, duplicates, and missing transactions before they become bigger problems.
- Bank-to-book matching
- Duplicate and error detection
- Clear audit trail
Service
Transaction Cleanup
Transaction cleanup is an additional, qualification-based service — custom-quoted after a quick review of your books. Got a backlog of messy or miscategorized transactions? We scope the work to your situation, not a one-size-fits-all package.
- Additional service — qualification required
- Custom-quoted after a quick review
- Backlog sorted & properly categorized
- Clear starting point to move forward
Service
Categorizing Income & Expenses
Every dollar in and out of your business gets properly categorized so your reports are accurate and tax time isn't a nightmare.
- Chart of accounts aligned
- Tax-ready categorization
- Owner draws separated
Service
Financial Reports
Clear, easy-to-understand reports so you can make informed decisions. Reporting availability and depth vary by package — your monthly plan determines which reports are included and how often.
- Profit & loss
- Balance sheet
- Cash flow snapshot
- Availability varies by package
Service
QuickBooks Support
QuickBooks Support is an additional service provided by Certified QuickBooks Consultants. If you already have a QuickBooks Online account, you can simply invite Ledger Done Right as an Accountant User — no migration, no disruption. Assistance is available if you need help with the invite, setup, or cleanup. Additional fees may apply depending on scope.
- Provided by Certified QuickBooks Consultants
- Invite us as an Accountant User in your existing QBO
- Assistance available with setup or cleanup
- Additional service — additional fees may apply
Service
Existing QuickBooks Accounts
Already using QuickBooks? You don't need to move anything. Clients can simply invite Ledger Done Right as an Accountant User within their existing QuickBooks account — we plug in where you already work. If you're not sure how to send the invite or get things organized, assistance is available. Additional fees may apply depending on the level of support needed.
- Invite Ledger Done Right as an Accountant User
- Works inside your existing QuickBooks account
- Assistance available if needed
- Additional fees may apply
Service
Catch-Up Bookkeeping
Catch-up bookkeeping is custom-quoted and not included in any monthly plan. Whether you're a single month behind or several years, we scope every cleanup after a quick review so the price reflects your actual situation.
- Custom-quoted — not part of monthly plans
- Priced on months behind, volume & complexity
- Single-month cleanup qualifies too
- Zero judgment, clear path forward
Service
Ongoing Bookkeeping Maintenance
Once your books are clear, we keep them that way. Our ongoing maintenance ensures your records stay current, organized, and ready when you need them.
- Recurring monthly close
- Year-over-year tracking
- Always tax-ready
Not sure which service you need?
Start with a free consultation and we'll figure it out together.