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

Pricing Made For Small Businesses

Insights-driven accounting that helps you grow

Annual
Monthly

Handle

starts at

$299/mo

"Set It and Forget It" Starting price for companies with under $25,000 of monthly expenditures*

Your books handled by credentialed professionals so you can focus on running your business

  • Checkmark Licensed tax professional oversight
  • Checkmark Quarterly bookkeeping with compliance reviews
  • Checkmark Quarterly bank reconciliations
  • Checkmark Quarterly business health check-ins
  • Checkmark Email support between quarterly reviews
  • Checkmark Year-round IRS compliance monitoring
  • Checkmark Quarterly estimated tax reporting
  • Checkmark Basic chart of accounts setup and maintenance
  • Checkmark Tax time financials
Get Started
Most Popular

Grow

starts at

$449/mo

"Proactive Growth Partner" Starting price for companies with under $25,000 of monthly expenditures*

Monthly insights and strategic guidance from licensed professionals to accelerate growth

  • Checkmark Licensed tax professional oversight
  • Checkmark Monthly bookkeeping with trend analysis
  • Checkmark Monthly bank reconciliations
  • Checkmark Monthly business performance review
  • Checkmark Monthly tax savings strategy sessions
  • Checkmark Monthly financial coaching calls
  • Checkmark Priority email and meeting support
  • Checkmark Year-round IRS compliance monitoring
  • Checkmark Monthly estimated tax reporting
  • Checkmark Custom chart of accounts optimization
  • Checkmark Growth opportunity identification
  • Checkmark Proactive expense optimization
Get Started

Scale

starts at

Custom

"Multi-System CFO Command Center" Our most comprehensive plan for businesses on an aggressive growth path

Executive-level financial leadership from our most experienced licensed professionals

  • Checkmark Senior licensed tax professional oversight
  • Checkmark Multi-channel bookkeeping with advanced analytics
  • Checkmark Cross-platform reconciliations (all systems)
  • Checkmark Executive business performance reviews
  • Checkmark Dedicated account team with priority access
  • Checkmark Advanced compliance monitoring across all platforms
  • Checkmark Strategic growth planning and execution
  • Checkmark Comprehensive expense and profitability analysis
  • Checkmark Board-ready financial reporting packages
  • Checkmark Quarterly strategic scenario planning and analysis
  • Checkmark Priority system integration setup
  • Checkmark Direct access to senior team members
  • Checkmark Same-day response for critical matters
  • Checkmark Priority onboarding and setup
Get Started

Handle

starts at

$349/mo

"Set It and Forget It" Starting price for companies with under $25,000 of monthly expenditures*

Your books handled by credentialed professionals so you can focus on running your business

  • Checkmark Licensed tax professional oversight
  • Checkmark Quarterly bookkeeping with compliance reviews
  • Checkmark Quarterly bank reconciliations
  • Checkmark Quarterly business health check-ins
  • Checkmark Email support between quarterly reviews
  • Checkmark Year-round IRS compliance monitoring
  • Checkmark Quarterly estimated tax reporting
  • Checkmark Basic chart of accounts setup and maintenance
  • Checkmark Tax time financials
Get Started
Most Popular

Grow

starts at

$499/mo

"Proactive Growth Partner" Starting price for companies with under $25,000 of monthly expenditures*

Monthly insights and strategic guidance from licensed professionals to accelerate growth

  • Checkmark Licensed tax professional oversight
  • Checkmark Monthly bookkeeping with trend analysis
  • Checkmark Monthly bank reconciliations
  • Checkmark Monthly business performance review
  • Checkmark Monthly tax savings strategy sessions
  • Checkmark Monthly financial coaching calls
  • Checkmark Priority email and meeting support
  • Checkmark Year-round IRS compliance monitoring
  • Checkmark Monthly estimated tax reporting
  • Checkmark Custom chart of accounts optimization
  • Checkmark Growth opportunity identification
  • Checkmark Proactive expense optimization
Get Started

Scale

starts at

Custom

"Multi-System CFO Command Center" Our most comprehensive plan for businesses on an aggressive growth path

Executive-level financial leadership from our most experienced licensed professionals

  • Checkmark Senior licensed tax professional oversight
  • Checkmark Multi-channel bookkeeping with advanced analytics
  • Checkmark Cross-platform reconciliations (all systems)
  • Checkmark Executive business performance reviews
  • Checkmark Dedicated account team with priority access
  • Checkmark Advanced compliance monitoring across all platforms
  • Checkmark Strategic growth planning and execution
  • Checkmark Comprehensive expense and profitability analysis
  • Checkmark Board-ready financial reporting packages
  • Checkmark Quarterly strategic scenario planning and analysis
  • Checkmark Priority system integration setup
  • Checkmark Direct access to senior team members
  • Checkmark Same-day response for critical matters
  • Checkmark Priority onboarding and setup
Get Started
* Pricing based on monthly expenditures and business complexity. We'll provide a custom quote during your free consultation to ensure you get exactly what you need.

Additional Services for Every Business Challenge

From catching up on old books to handling complex tax situations - we've got you covered

01 Bookkeeping and Payroll Mobile

Catch-Up Bookkeeping

Tax Return Preparation

Cleanup & Corrections

Sales Tax Filing

Stress-Free Tax Preparation & Planning

Expert tax preparation with year-round support from licensed tax professionals
04 Expert Tax Mobile

Business Tax Returns

Personal Tax Returns

Year-Round Tax Support

Hero Startups Mobile

LedgerLite - Perfect for New Businesses

Getting your business set up right from day one.  Starting at $149/month for first 3 months, then transition to full accounting services.

Business Formation Support

Monthly Strategic Consultations

Partnership Program Access

Financial Tech Stack Setup

Plans

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. 

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

IRS Support That Lets You Sleep at Night

Your dedicated account manager is an Enrolled Agent credentialed to guide you through IRS forms, compliance issues, and tax resolution

02 Expert Tax Mobile

IRS Form Guidance & Compliance

Back Tax & Cleanup Services

Ongoing Compliance Support

Representation Network

Available exclusively for LedgerFi annual bookkeeping clients - free consultation to assess your needs

FAQs

Q: Do you work with my existing QuickBooks Online file?

Yes, we work with QuickBooks Online and can clean up existing files or set up new ones properly.

Q: Can I switch between bookkeeping packages?

Yes, you can upgrade or downgrade at any time. We'll adjust your service level and billing accordingly.

Q: Are your bookkeepers licensed tax professionals?

Yes, unlike many firms that use seasonal preparers, all our team members are licensed tax professionals (Enrolled Agents).

Q: Can you help with back taxes or IRS issues?

Yes, we provide IRS compliance support and can connect you with representation specialists when needed.

FAQs

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.

Get Started

Talk to A Small Business Advisor Today

LedgerFi: for Growing E-Commerce Companies