Big Results For Small Businesses.

Let’s face it: small businesses often get the short end of the stick when it comes to financial tools. You’re either stuck with a tech solution that doesn’t live up to its YouTube promo, repaying a consultant’s college tuition with every session, or relying on your cousin’s neighbor’s best friend Betty to keep the books. LedgerFi is different. Our platform is like having an always-on financial expert that actually understands your business in context, connecting your banks, payroll, sales, and tax systems to see the full picture. It doesn’t just record transactions, it learns your patterns, spots problems before they snowball, and gives you the same caliber of tools the big guys pay entire teams to manage. All at a highly affordable and transparent rate. (Maybe not as cheap as Betty, but hey – we move the needle.)

Big Results For Small Businesses.

Let’s face it: small businesses often get the short end of the stick when it comes to financial services. You’re either stuck with an AI-driven tech solution that doesn’t live up to it’s YouTube promo, repaying a consultant’s college tuition with every session, or relying on your cousin’s neighbor’s best friend Betty to make sense of the books. At LedgerFi, we want to change that. We’re a group of dedicated and licensed tax professionals that want to provide small businesses with affordable support and guidance so that they can make the most of their payment platforms, partnerships, and taxes. All at a highly affordable and transparent rate. (Maybe not as good as Betty’s rates, but hey - we know what we’re doing.)

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

Grow

$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

Scale

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

Priced To Meet Your Business Needs

Annual
Monthly

Handle

starts at

$299/mo

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

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

  • Checkmark Dedicated bookkeeper
  • Checkmark Business Blueprint
  • Checkmark Quarterly Bank Reconciliations
  • Checkmark Quarterly Financial Statements
  • Checkmark Quarterly Tax Coaching Meetings
  • Checkmark Basic Chart of Accounts
  • Checkmark Quarterly estimated tax reporting
  • Checkmark Quarterly KPI Tracking
  • Checkmark Tax Time Financials
Get Started
Most Popular

Grow

starts at

$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 Business Blueprint
  • Checkmark Monthly Bank Reconciliations
  • Checkmark Monthly Financial Statements
  • Checkmark Monthly Tax Coaching Meetings
  • Checkmark Custom Chart of Accounts
  • Checkmark Quarterly estimated tax reporting
  • Checkmark Monthly KPI Tracking
  • Checkmark Tax Time Financials
  • Checkmark Tax Savings Analytics
Get Started

Scale

starts at

Custom

Our most comprehensive plan for businesses on an aggressive growth path

Get in touch with one of our advisors for a custom quote.

Everything in grow plus....

  • Checkmark Monthly Advanced KPI Tracking
  • Checkmark Sales & Product Reporting
  • Checkmark Tax Savings Analytics
  • Checkmark Monthly Profitability Analysis
  • Checkmark Supercharged Reporting
  • Checkmark Scenario Planning & Forecasting
  • Checkmark Budget Variance Analysis
  • Checkmark Affair Monitoring
  • Checkmark Revenue projections
  • Checkmark Inventory Tracking
Get Started

Handle

starts at

$349/mo

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

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

  • Checkmark Dedicated bookkeeper
  • Checkmark Business Blueprint
  • Checkmark Quarterly Bank Reconciliations
  • Checkmark Quarterly Financial Statements
  • Checkmark Quarterly Tax Coaching Meetings
  • Checkmark Basic Chart of Accounts
  • Checkmark Quarterly estimated tax reporting
  • Checkmark Quarterly KPI Tracking
  • Checkmark Tax Time Financials
Get Started
Most Popular

Grow

starts at

$499/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 Business Blueprint
  • Checkmark Monthly Bank Reconciliations
  • Checkmark Monthly Financial Statements
  • Checkmark Monthly Tax Coaching Meetings
  • Checkmark Custom Chart of Accounts
  • Checkmark Quarterly estimated tax reporting
  • Checkmark Monthly KPI Tracking
  • Checkmark Tax Time Financials
  • Checkmark Tax Savings Analytics
Get Started

Scale

starts at

Custom

Our most comprehensive plan for businesses on an aggressive growth path

Get in touch with one of our advisors for a custom quote.

Everything in grow plus....

  • Checkmark Monthly Advanced KPI Tracking
  • Checkmark Sales & Product Reporting
  • Checkmark Tax Savings Analytics
  • Checkmark Monthly Profitability Analysis
  • Checkmark Supercharged Reporting
  • Checkmark Scenario Planning & Forecasting
  • Checkmark Budget Variance Analysis
  • Checkmark Affair Monitoring
  • Checkmark Revenue projections
  • Checkmark Inventory Tracking
Get Started
Plans

Which Plan is right for me?

Handle 

 

LEARN MORE

Just starting out? Running a side hustle or passive income business?

The Handle Plan gives you full access to the LedgerFi platform, designed to automatically connect your bank, payroll, and sales data so you can see your entire financial picture in one place. Transactions are categorized and reconciled in real time. Smart alerts and insights help you stay organized, prepared for tax season, and in control of your cash flow without the need for spreadsheets or manual tracking.

 

Grow 

 

LEARN MORE

Ready to level up?

The Grow Plan gives you the tools and visibility to make smarter business decisions. The LedgerFi platform tracks your key metrics automatically, turning your financial data into clear insights you can act on. Interactive dashboards help you monitor performance, identify trends, and spot opportunities for improvement. With built-in progress tracking and goal reminders, you’ll always know where your business stands and what to do next.

Scale

 

LEARN MORE

The Scale plan is the ultimate financial solution for businesses that want to take their growth to the next level. It includes everything in the Grow plan, along with additional powerful reporting features and custom KPI development that support your strategy for growth. 

Plans

Which Plan Is Right For Me?

Handle

Just starting out? Running a side hustle or passive income business?

Our Handle Plan gives you access to the full LedgerFi platform, built to automatically connect your bank, payroll, and sales data so you can see your entire financial picture in one place. Transactions are categorized and reconciled in real time, while smart alerts and insights help you stay organized, prepared for tax season, and in control of your cash flow without the need for spreadsheets or manual tracking.


Grow

Ready to level up?

The Grow Plan gives you the tools and visibility to make smarter business decisions. The LedgerFi platform tracks your key metrics automatically, turning your financial data into clear insights you can act on. Interactive dashboards help you monitor performance, identify trends, and spot opportunities for improvement. With built-in progress tracking and goal reminders, you’ll always know where your business stands and what to do next.

Scale

The Scale plan is the ultimate financial solution for businesses that want to take their growth to the next level. It includes everything in the Grow plan, along with additional powerful reporting features that support your strategy for growth. 

Plans

Compare Plans
Section Title Blue-Check Blue-Check Blue-Check
Feature Blue-Check Blue-Check Blue-Check
Feature Blue-Check Blue-Check Blue-Check
Section Title Blue-Check Blue-Check Blue-Check
Feature Up to 3 images Up to 50 images Unlimited
Feature No Limited Unlimited
Feature No No No
Get Started

Talk to A Small Business Advisor Today

Talk to a Small Business Advisor Today