You’re An Expert Resource
For Your Customers. So Are We! 

LedgerFi takes consultative , expert approach to bookkeeping and financial management to help you grow your field service business. 

LET’S GET STARTED →
Hero Service Providers Desktop
Bookkeeping Image

You’re An Expert Resource
For Your Customers. So Are We! 

LedgerFi takes consultative , expert approach to bookkeeping and financial management to help you grow your field service business. 

LET'S GET STARTED

Expert Financial Advice And Management For Service Providers.

You have a great business. It can be even better with the right finance team in your corner. LedgerFi offers advice, support and services designed to reduce your tax burden, simplify bookkeeping, and save time and simplify business processes. Think of us as your new CFO.

Partners

A Few of Our Trusted Partners

Partners

We Track Financial Data From The Services You Love

Features

What LedgerFi Offers Service Businesses

 

Bookkeeping and Payroll

Let our team of qualified, experienced bookkeepers take care of the books while you focus on your customers.

01 Service Providers Desktop
02 Service Providers Desktop

Know Your Profit From Every Job

Why hire a bookkeeper when you can hire a team of professionals - from tax experts to financial consultants - to support your business for the same price (or less!)?

Tax Strategy

Taxes shouldn’t be a cause for concern. Or stress. Or a big bill. Let us help you make better tax decisions throughout the year to make tax season a breeze.

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04 Service Providers Desktop 2.0

Business Automation

Time is money, so why waste time on software and systems that don’t live up to their sales promises? We’ll help you automate key processes without locking you into yet another proprietary solution.

Features

What LedgerFi Offers Service Businesses

 

01 Service Provider Mobile

Bookkeeping and Payroll

Let our team of qualified, experienced bookkeepers take care of the books while you focus on your customers.

02 Service Provider Mobile

Metrics that Matter in Plain English

Data only matters if you can use it. You won’t need an accounting degree to read our financial reports. At LedgerFi we provide you with data that’s practical, useful and in plain English.

 

03 Service Provider Mobile

Regular Tax Coaching

At LedgerFi, our licensed tax professionals will provide expert coaching so that you can make informed decisions every month and plan for your tax bill at the end of the year.

 

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Built for Small Business

At LedgerFi, we bring our years of experience as financial and tax experts to small businesses so that you can access the advice you’ve always wanted at a price point thats accessible to the businesses who need it most.

Pricing

Priced To Meet Your Business Needs

 

Handle

$299/mo

Starting price for companies with under $25,000 of expenditures.

Set the foundation for your business's financial success with our basic white-glove bookkeeping service. 

  • Checkmark Dedicated bookkeeper
  • Checkmark Quarterly Bank Reconciliations
  • Checkmark Quarterly Coaching Meetings
  • Checkmark Basic Chart of Accounts
  • Checkmark Tax Time Financials
  • Checkmark Quarterly estimated tax reporting
GET STARTED
Most popular

Optimize

$449/mo

Starting price for companies with under $25,000 of expenditures.

Position your business for success and meet your financial goals with our most popular bookkeeping plan

  • Checkmark Dedicated bookkeeper
  • Checkmark Monthly Bank Reconciliations
  • Checkmark Monthly Coaching Meetings
  • Checkmark Custom Chart Of Accounts
  • Checkmark Tax savings analytics
  • Checkmark Sales & Product Reporting
GET STARTED

Grow

Custom Pricing

Our most comprehensive plan for businesses on an aggressive growth path

Get in touch with one of our small business experts for a custom quote.

  • Checkmark Everything in Optimize
  • Checkmark Scenario planning
  • Checkmark Revenue projections
  • Checkmark Monthly profitability analysis
  • Checkmark Inventory tracking
  • Checkmark Budget variance analysis
  • Checkmark KPI & metric tracking
  • Checkmark Affair monitoring
GET IN TOUCH
Pricing

Priced To Meet Your Business Needs

 

Handle

$299/mo

Starting price for companies with under $25,000 of expenditures.

Set the foundation for your business's financial success with our basic white-glove bookkeeping service. 

  • Checkmark Dedicated bookkeeper
  • Checkmark Quarterly Bank Reconciliations
  • Checkmark Quarterly Coaching Meetings
  • Checkmark Basic Chart of Accounts
  • Checkmark Tax Time Financials
  • Checkmark Quarterly estimated tax reporting
GET STARTED
Most popular

Optimize

$449/mo

Starting price for companies with under $25,000 of expenditures.

Position your business for success and meet your financial goals with our most popular bookkeeping plan

  • Checkmark Dedicated bookkeeper
  • Checkmark Monthly Bank Reconciliations
  • Checkmark Monthly Coaching Meetings
  • Checkmark Custom Chart Of Accounts
  • Checkmark Tax savings analytics
  • Checkmark Sales & Product Reporting
GET STARTED

Grow

Custom Pricing

Our most comprehensive plan for businesses on an aggressive growth path

Get in touch with one of our small business experts for a custom quote.

  • Checkmark Everything in Optimize
  • Checkmark Scenario planning
  • Checkmark Revenue projections
  • Checkmark Monthly profitability analysis
  • Checkmark Inventory tracking
  • Checkmark Budget variance analysis
  • Checkmark KPI & metric tracking
  • Checkmark Affair monitoring
GET IN TOUCH
Get Started

Boost Your Business With LedgerFi

Get Started

Boost Your Business With LedgerFi