Services
Expert Virtual Bookkeeping for Small Businesses
Monthly Bookkeeping
You started your business to serve customers and drive growth, not to spend hours categorizing transactions. Professional bookkeeping frees you to focus on what generates revenue and builds your company.
Quickbooks Online Setup & Migration
Your accounting software is only as good as its setup. Professional configuration ensures clean books, accurate reports, and efficient workflows tailored to your business from day one.
Clean Up & Catch Up
Many successful businesses reach a point where their books need professional attention to get back on track. Whether you're preparing for tax season, applying for financing, or simply want reliable financial reports, Level Ledgers can restore order and accuracy to your records.
Monthly Bookkeeping
Reclaim Your Time for What Matters Most
WHY OUTSOURCE YOUR MONTHLY BOOKS
Sleep better knowing your books are accurate, compliant, and professionally maintained.
Focus on revenue-generating activities instead of data entry. Reclaim your evenings and weekends.
Professional insights at monthly meetings to review your financial statements together, spot important trends, and translate your numbers into actionable business strategies.
Your books maintained consistently every month—no surprises, no follow-ups, just done.
WHAT YOU GET
Transaction Recording & Categorization
Every income and expense properly classified and recorded. Reclaim hours spent wrestling with categorization decisions.
Bank & Credit Card Reconciliation
Monthly reconciliation ensures your books match your bank statements perfectly. I'll catch discrepancies early so you have a precise picture of cash flow.
Financial Statement Preparation
Clear, professional profit & loss statements, balance sheets, and cash flow statements delivered monthly. Know exactly where your business stands financially and track where your money came from and where it went.
Clean Up & Catch Up
WHY PROFESSIONAL CLEANUP MAKES SENSE
Professional expertise gets you caught up faster than trying to tackle it yourself between running your business.
An expert cleanup ensures an accurate foundation of reliable records for tax preparation, loan applications, and business decisions.
Complete and accurate financial records mean peace of mind. You’re ready for whatever your business needs next.
Clean books position your business professionally for investors, lenders, and potential buyers.
WHAT CLEAN UP AND CATCHUP INCLUDES
Transaction Review & Correction
Systematic review of all transactions to ensure proper and consistent categorization and eliminate duplicates to give you an accurate picture of your business finances.
Bank Reconciliation Recovery
Reconcile all bank and credit card accounts to bring your books current. I’ll resolve discrepancies and establish a clean baseline for ongoing monthly maintenance.
Financial Statement Reconstruction
Generate accurate profit & loss statements, balance sheets, and cash flow reports for all months in the cleanup period. Know exactly where your business stands financially and track your progress over time.
Chart of Accounts Optimization
Review and refine your chart of accounts for better expense and income tracking and a clearer understanding of profitability.
Professional cleanup services that bring order to your books, no matter where you're starting from.
Quickbooks Online Setup & Migration
WHY PROFESSIONAL SETUP MATTERS
Expert setup ensures accurate financial reporting - from day one.
Clean books make tax prep and business decisions easier.
Confidence in your numbers and reports means confident decisions to grow your business
WHAT YOU GET FOR A NEW BUSINESS SETUP
Clean chart of accounts, clear categories, and logical organization designed for your industry and how your business actually operates.
WHAT YOU GET FOR A MIGRATION & CONVERSION
Moving from spreadsheets, desktop QuickBooks, or another system? I'll transfer your data accurately while cleaning up inconsistencies for clarity and efficiency.