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 a 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.)
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.
-
Dedicated bookkeeper
-
Quarterly Bank Reconciliations
-
Quarterly Coaching Meetings
-
Basic Chart of Accounts
-
Tax Time Financials
-
Quarterly estimated tax reporting
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
-
Dedicated bookkeeper
-
Monthly Bank Reconciliations
-
Monthly Coaching Meetings
-
Custom Chart Of Accounts
-
Tax savings analytics
-
Sales & Product Reporting
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.
-
Everything in Optimize
-
Scenario planning
-
Revenue projections
-
Monthly profitability analysis
-
Inventory tracking
-
Budget variance analysis
-
KPI & metric tracking
-
Affair monitoring
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 success with our basic white-glove bookkeeping service.
Dedicated bookkeeper
Business Blueprint
Quarterly Bank Reconciliations
Quarterly Financial Statements
Quarterly Tax Coaching Meetings
Basic Chart of Accounts
Quarterly estimated tax reporting
Quarterly KPI Tracking
Tax Time Financials
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.
Dedicated bookkeeper
Business Blueprint
Monthly Bank Reconciliations
Monthly Financial Statements
Monthly Tax Coaching Meetings
Custom Chart of Accounts
Quarterly estimated tax reporting
Monthly KPI Tracking
Tax Time Financials
Tax Savings Analytics
Scale
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....
Monthly Advanced KPI Tracking
Sales & Product Reporting
Tax Savings Analytics
Monthly Profitability Analysis
Supercharged Reporting
Scenario Planning & Forecasting
Budget Variance Analysis
Affair Monitoring
Revenue projections
Inventory Tracking
Handle
$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.
Dedicated bookkeeper
Business Blueprint
Quarterly Bank Reconciliations
Quarterly Financial Statements
Quarterly Tax Coaching Meetings
Basic Chart of Accounts
Quarterly estimated tax reporting
Quarterly KPI Tracking
Tax Time Financials
Grow
$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.
Dedicated bookkeeper
Business Blueprint
Monthly Bank Reconciliations
Monthly Financial Statements
Monthly Tax Coaching Meetings
Custom Chart of Accounts
Quarterly estimated tax reporting
Monthly KPI Tracking
Tax Time Financials
Tax Savings Analytics
Scale
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....
Monthly Advanced KPI Tracking
Sales & Product Reporting
Tax Savings Analytics
Monthly Profitability Analysis
Supercharged Reporting
Scenario Planning & Forecasting
Budget Variance Analysis
Affair Monitoring
Revenue projections
Inventory Tracking
Which Plan is right for me?
Handle
Just starting out? Passive Income Business? Our entry-level plan provides you with a dedicated bookkeeper who will handle your quarterly bank reconciliations and provide coaching and support throughout the year so you can reduce the stress of tax season and gain a clearer picture of your finances.
Grow
Ready to level up? On this plan, our team of professionals will work with you with the metrics you need to make better business decisions. Monthly coaching meetings ensure you're always on track and identifying areas for improvement.
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.
Which Plan Is Right For Me?
Handle
Just starting out? Passive Income Business? Our entry-level plan provides you with a dedicated bookkeeper who will handle your quarterly bank reconciliations and provide coaching and support throughout the year so you can reduce the stress of tax season and gain a clearer picture of your finances.
Grow
Ready to level up? On this plan, our team of professionals will work with you with the metrics you need to make better business decisions. Monthly coaching meetings ensure you're always on track and identifying areas for improvement.
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.
Compare Plans
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Have Questions?
What do I need to get started with LedgerFi?
Getting started with LedgerFi is as simple as dialing our number. Our goal is to streamline your transition to LedgerFi, making it as hassle-free as we can. We'll handle everything, from connecting your bank accounts to implementing any new software required. No matter the current state of your books, don't worry – we're here to help and excited to get started.
Why LedgerFi?
Our mission is growth, not just as a company, but for you and your business. We're a seasoned team of tax industry veterans devoted to supporting small business owners. We understand your requirements, create personalized financial strategies that resonate with your journey and goals. Plus, we respect your choice of software and work with what you're already using, enhancing its efficiency. Your data remains your property, and we're committed to safeguarding it.
Where is LedgerFi Located?
LedgerFi is proud to have a nationwide reach and access to a nationwide talent pool. While our HQ is in California, we have talented financial professionals to support you all over the U.S. Oh and yes, all of our bookkeepers are licensed tax professionals that are U.S. Based.
Do you outsource any part of your process?
No. At LedgerFi, we pride ourselves on providing high-quality bookkeeping services to our clients. All our bookkeepers are fully trained and licensed tax professionals that can handle all aspects of financial management from beginning to end(and they're all based in the US).
Why should I choose LedgerFi?
For starters, we are focused on growth. We're 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 do I get started with LedgerFi?
To get started, simply sign up below for a meeting with a small business advisor. We understand that every business is unique, and so are our services. Our advisors will assess your needs and ensure we set you up with the right service level to fuel your growth.
Have Questions?
What do I need to get started with LedgerFi?
Getting started with LedgerFi is as simple as dialing our number. Our goal is to streamline your transition to LedgerFi, making it as hassle-free as we can. We'll handle everything, from connecting your bank accounts to implementing any new software required. No matter the current state of your books, don't worry – we're here to help and excited to get started.
Why LedgerFi?
Our mission is growth, not just as a company, but for you and your business. We're not merely a tech firm or an accounting company. We're a seasoned team of tax industry veterans devoted to supporting small business owners. We understand your requirements, create personalized financial strategies that resonate with your journey and goals. Plus, we respect your choice of software and work with what you're already using, enhancing its efficiency. Your data remains your property, and we're committed to safeguarding it.
Where is LedgerFi Located?
LedgerFi is proud to have a nationwide reach and access to a nationwide talent pool. While our HQ is in California, we have talented financial professionals to support you all over the U.S. Oh and yes, all of our bookkeepers are licensed tax professionals that are U.S. Based.
Do you outsource any part of your process?
No. At LedgerFi, we pride ourselves on providing high-quality bookkeeping services to our clients. All our bookkeepers are fully trained and licensed tax professionals that can handle all aspects of financial management from beginning to end(and they're all based in the US).
Why should I choose LedgerFi?
For starters, we are focused on growth. We're not a tech firm but, LedgerFi is not just an accounting company either - we're 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 do I get started with LedgerFi?
To get started, simply sign up below for a meeting with a small business advisor. We understand that every business is unique, and so are our services. Our advisors will assess your needs and ensure we set you up with the right service level to fuel your growth.