Pricing that evolves with your business


starts at 


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


reach out for

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

Need help with Catch-Up Bookkeeping?

We're happy to get you back on track! We'll get you all caught up on a special discounted rate. Reach out to one of our specialists to discuss your needs. 


Have questions?

Why does my small business need bookkeeping?

Being financially savvy is not only good for your personal life; it's also vital for your small business. Why should you care about bookkeeping? Well for starters, it provides you with a crystal clear picture of where your money is coming from and how much is being spent.

Additionally, when financials are updated regularly, you get an accurate measure of the health of your business so that you can make smarter financial decisions. And let's not forget that having all those numbers in order means no scrambling to get caught up before the tax deadline or missing out on any deductions.

Why should I choose LedgerFi?

For starters, we are proudly not a tech company. LedgerFi is not just an accounting company either - it's an experienced team of tax industry veterans that are passionate about helping small business owners. We listen to what you want and create customized financials that tell your story and get you where you want to go

We also don't force you on to a proprietary platform. We work in the tried and true software you already use and make it work better for you. We aren't interested in stealing your data or holding it hostage. You're the Master Admin on your accounts and you can leave at any time knowing your data is always yours.

How does the onboarding work?

Our onboarding is like a financial makeover for your business. We start with an in-depth study of your financial processes, from quoting your products and services to seeing your money in the bank. We then look for ways to automate business processes throughout your operation to save you time and money. We'll also structure your reporting around the way your business works and the information you want to know.

Can I change my plan later?

Of course! Our service is designed to meet your needs, so as they change, we will evolve with you. We're also confident that once you see us in action, you'll be asking what else we can do!

Can you help me get caught up with my old bookkeeping?

Yes. We will gladly put together a quote to get you caught up on your old bookkeeping. Unlike other services that charge you their monthly rate for catch-up. We're able to provide a discount for catching up and getting you back on your feet.

How do I get started?

Click on the button below to set up a meeting with a small business pro. They'll help assess your needs and make sure we set you up with the right services. 


We'll take bookkeeping and tax-time stress off your plate.