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? 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 

 

LEARN MORE

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

 

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 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
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