For Small Business Owners
Know your numbers. Grow with confidence.
Clean, accurate books are only half the job. I keep your numbers current in QuickBooks, then help you use them to make confident decisions about pricing, taxes, slow seasons, and paying yourself.
Clean books
Accurate, up to date, tax-ready
- Bookkeeping cleanup and catch-up
- Monthly bookkeeping and reconciliations
- Tax-ready financial reports
- QuickBooks setup, training, and support
Clear insight
Coaching on what the numbers mean
- See exactly where your money is going
- Understand profit and cash flow
- Plan for taxes, slow seasons, and paying yourself
- Regular review meetings to stay on track
Packages
Start with a one-time review, or choose ongoing support. Most clients pick a monthly package for steady clarity as they grow.
One-time
Ledger Diagnostic Review
Starting at $250
- Full review of categorization, reconciliations, and balances
- Clear summary of your financial position
- Recommended next steps
Monthly
TrueLedger Essentials
Starting at $400 /mo
- Reconciliations (up to 100 transactions per month)
- Monthly and annual financial reports
- Quarterly review meetings
Most popular
Monthly
TrueLedger Pro
Starting at $500 /mo
- Everything in Essentials
- Paperless payables and receipt system
- Monthly review meetings and financial insight
Monthly
TrueLedger Elite
Starting at $600 /mo
- Everything in Pro
- In-depth monthly financial discussions
- Priority support and QuickBooks optimization
Compare Monthly Packages
Essentials | Pro (Most Popular) | Elite (Full Support) | |
Starting Price | $400 | $500 | $600 |
Core Bookkeeping | Yes | Yes | Yes |
Monthly Financial Reports | Yes | Yes | Yes |
Review Meetings | Quarterly | Monthly | Monthly (In-Depth) |
Paperless Systems | No | Yes | Yes |
Support Level | Standard | Ongoing | Priority |
Financial Insight | No | Yes | Yes |
Quickbooks Support | No | No | Yes |
Best Fit | Stay Organized & Compliant | Save Time & Gain Insight | Full Support & Partnership |
How Services Are Delivered
Weekly updates
Your books are worked on every week, so they’re always current.
Secure client portal
Every package includes access to your own portal through Double.App.
Paperless receipts
Pro and Elite include Hubdoc for receipt and document management.
Not sure which option is right?
You don’t need to have it all figured out. We’ll start where your business is today and build a plan that fits.
Let's bring clarity to your numbers together.
