Services
Accounting & Bookkeeping
Books you can actually make decisions from
Monthly reconciliation, clean reporting and cash flow you can read at a glance, closed on a schedule you can set your calendar by.
- Close
- Monthly, on a fixed schedule
- Reporting
- P&L, balance sheet, cash flow
- Response time
- One business day
- Platform
- QuickBooks Online
Most owners do not need more numbers. They need numbers they trust. We take the monthly close off your desk entirely: bank and card reconciliation, clean categorisation, payroll and merchant activity tied out, and a set of statements that reads the same way every month.
Clean books and accurate filings are the floor, not the ceiling. Once your reporting is reliable, every other conversation we have with you, about tax, about hiring, about financing, starts from something real.
What is included
Monthly close and reconciliation
Every account tied out, every transaction categorised, and a close completed on a fixed monthly schedule rather than whenever there is time.
Financial reporting
Profit and loss, balance sheet and cash flow statements, delivered with a short written note on what changed and what it means.
Cash flow tracking
Visibility into what is coming in, what is going out and what is genuinely available, so payroll and tax dates never arrive as a surprise.
Payroll coordination
We work alongside your payroll provider so wages, taxes and benefits land correctly in the books the first time.
QuickBooks Online setup and clean-up
As Intuit Certified ProAdvisors at the Elite tier, we build a chart of accounts that fits your business and repair the history behind it.
Who this is for
- Owners whose bookkeeper has been outgrown by the business
- Companies carrying several months of unreconciled history
- Anyone who cannot answer "how did we do last month" without opening a spreadsheet
Also worth reading
The rest of the practice
Most clients start with one of these and add the others as the business asks for them.
Tax Preparation
Business and individual returns, multi-state filings and amendments, prepared by CPAs and enrolled agents who have already seen your situation before.
Tax Planning
Entity structure, S corporation elections, quarterly estimates and deduction strategy, reviewed throughout the year while the outcome can still be changed.
Advisory
Cash flow forecasting, KPI reporting, financing readiness and growth decisions, from advisors who have already read your numbers before the call starts.
Assurance
Audits, reviews, compilations and agreed-upon procedures delivered through our licensed CPA firm, plus full representation if the IRS comes calling.
Next step
Start with a conversation, not a contract
Thirty minutes to talk about where your business is, what it needs, and whether LedgerWay is the right fit. Every engagement is quoted after that call.