Balance. Precision. Growth.
At The Ledger Lady, we deliver precise accounting and strategic insights to keep your business balanced and growing.
2x
Clarity in 30 Days
2x
Clarity in 30 Days
2x
Clarity in 30 Days
50%
Less Bookkeeping
50%
Less Bookkeeping
50%
Less Bookkeeping
20%
More Cash Flow
20%
More Cash Flow
20%
More Cash Flow
About
About
About
Your Trusted Financial Partners
We simplify your finances, enhance cash flow, and provide the expertise to drive business growth.
Services
Precision That Powers Success
Services
Precision That Powers Success
Services
Precision That Powers Success
Expert Bookkeeping
Accurate, organized books that give you clarity, confidence, and more time to run your business.
Expert Bookkeeping
Accurate, organized books that give you clarity, confidence, and more time to run your business.
Expert Bookkeeping
Accurate, organized books that give you clarity, confidence, and more time to run your business.
Payroll Management
Efficient payroll processing to make sure your team gets paid accurately and on time.
Payroll Management
Efficient payroll processing to make sure your team gets paid accurately and on time.
Payroll Management
Efficient payroll processing to make sure your team gets paid accurately and on time.
Bookkeeping Cleanup
Behind on your books? We’ll restore order with clean, accurate records that bring your finances up to date and ready for what’s next.
Bookkeeping Cleanup
Behind on your books? We’ll restore order with clean, accurate records that bring your finances up to date and ready for what’s next.
Bookkeeping Cleanup
Behind on your books? We’ll restore order with clean, accurate records that bring your finances up to date and ready for what’s next.
QuickBooks Setup
Financial guidance to help you grow, scale, and achieve long-term business success.
QuickBooks Setup
Financial guidance to help you grow, scale, and achieve long-term business success.
QuickBooks Setup
Financial guidance to help you grow, scale, and achieve long-term business success.
Tax Planning Support
Proactive planning and clean records to reduce tax stress and maximize year-round savings.
Tax Planning Support
Proactive planning and clean records to reduce tax stress and maximize year-round savings.
Tax Planning Support
Proactive planning and clean records to reduce tax stress and maximize year-round savings.
Monthly Review
Regular financial check-ins that turn your numbers into insight and smarter business decisions.
Monthly Review
Regular financial check-ins that turn your numbers into insight and smarter business decisions.
Monthly Review
Regular financial check-ins that turn your numbers into insight and smarter business decisions.
Testimonials
Hear From Our Clients
Testimonials
Hear From Our Clients
Testimonials
Hear From Our Clients
“The Ledger Lady transformed our bookkeeping process completely. Their precision and expertise saved us hours of manual work and helped us focus on growing our business.”
Sarah M.
“The Ledger Lady transformed our bookkeeping process completely. Their precision and expertise saved us hours of manual work and helped us focus on growing our business.”
Sarah M.
“The Ledger Lady transformed our bookkeeping process completely. Their precision and expertise saved us hours of manual work and helped us focus on growing our business.”
Sarah M.
"Katelyn has been a huge asset and support. She cleaned up our books for the last year and a half in no time."
Jerold S.
"Katelyn has been a huge asset and support. She cleaned up our books for the last year and a half in no time."
Jerold S.
"Katelyn has been a huge asset and support. She cleaned up our books for the last year and a half in no time."
Jerold S.
“’The Ledger Lady helped us get audit ready and their tax planning saved us significantly this year thanks to their attention to detail.”
Dalida T.
“’The Ledger Lady helped us get audit ready and their tax planning saved us significantly this year thanks to their attention to detail.”
Dalida T.
“’The Ledger Lady helped us get audit ready and their tax planning saved us significantly this year thanks to their attention to detail.”
Dalida T.
"The Ledger Lady is always responsive, reliable, and professional, making bookkeeping stress free."
Davis R.
"The Ledger Lady is always responsive, reliable, and professional, making bookkeeping stress free."
Davis R.
"The Ledger Lady is always responsive, reliable, and professional, making bookkeeping stress free."
Davis R.
Pricing
Simple Pricing, Powerful Solutions
Pricing
Simple Pricing, Powerful Solutions
Pricing
Simple Pricing, Powerful Solutions
Essential Plan
Popular
$275
Perfect for solopreneurs and small businesses needing clean, compliant books. Includes:
Expert Bookkeeping (up to 3 accounts, 30 transactions each)
Standard Financial Reporting (Balance Sheet, Income Statement, Cash Flow)
Email & Chat Support
Year-End Tax Prep Support
Payroll is available as an add-on. See details below.
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Best for: startups, freelancers, or anyone needing accurate, no-fuss bookkeeping.
Growth Plan
Best Offer
$449
Designed for growing businesses that need hands-on support and deeper insight. Includes everything in Essential, plus:
Expert Bookkeeping (up to 5 accounts, 30 transactions ea)
Up to 6 Custom Financial Reports
Quarterly Tax Planning and Financial Review
Dedicated Account Manager
Payroll is available as an add-on. See details below.
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Best for: established businesses ready to scale with confidence.
Executive Plan
Popular
$825
Full-service financial management for businesses that want strategy, not stress. Includes everything in Growth, plus:
Unlimited Accounts & Transactions
Payroll Management for up to 40 employees
Unlimited Custom Financial Reporting
Monthly Strategy Meetings
Advanced Tax Planning & CPA Coordination
Chart of Accounts Cleanup and Optimization
Priority Response Time
Best for: firms or entrepreneurs who want white-glove financial management.
Essential Plan
Popular
$275
Perfect for solopreneurs and small businesses needing clean, compliant books. Includes:
Expert Bookkeeping (up to 3 accounts, 30 transactions each)
Standard Financial Reporting (Balance Sheet, Income Statement, Cash Flow)
Email & Chat Support
Year-End Tax Prep Support
Payroll is available as an add-on. See details below.
---
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Best for: startups, freelancers, or anyone needing accurate, no-fuss bookkeeping.
Growth Plan
Best Offer
$449
Designed for growing businesses that need hands-on support and deeper insight. Includes everything in Essential, plus:
Expert Bookkeeping (up to 5 accounts, 30 transactions ea)
Up to 6 Custom Financial Reports
Quarterly Tax Planning and Financial Review
Dedicated Account Manager
Payroll is available as an add-on. See details below.
---
---
Best for: established businesses ready to scale with confidence.
Executive Plan
Popular
$825
Full-service financial management for businesses that want strategy, not stress. Includes everything in Growth, plus:
Unlimited Accounts & Transactions
Payroll Management for up to 40 employees
Unlimited Custom Financial Reporting
Monthly Strategy Meetings
Advanced Tax Planning & CPA Coordination
Chart of Accounts Cleanup and Optimization
Priority Response Time
Best for: firms or entrepreneurs who want white-glove financial management.
Essential Plan
Popular
$275
Perfect for solopreneurs and small businesses needing clean, compliant books. Includes:
Expert Bookkeeping (up to 3 accounts, 30 transactions each)
Standard Financial Reporting (Balance Sheet, Income Statement, Cash Flow)
Email & Chat Support
Year-End Tax Prep Support
Payroll is available as an add-on. See details below.
---
---
Best for: startups, freelancers, or anyone needing accurate, no-fuss bookkeeping.
Growth Plan
Best Offer
$449
Designed for growing businesses that need hands-on support and deeper insight. Includes everything in Essential, plus:
Expert Bookkeeping (up to 5 accounts, 30 transactions ea)
Up to 6 Custom Financial Reports
Quarterly Tax Planning and Financial Review
Dedicated Account Manager
Payroll is available as an add-on. See details below.
---
---
Best for: established businesses ready to scale with confidence.
Executive Plan
Popular
$825
Full-service financial management for businesses that want strategy, not stress. Includes everything in Growth, plus:
Unlimited Accounts & Transactions
Payroll Management for up to 40 employees
Unlimited Custom Financial Reporting
Monthly Strategy Meetings
Advanced Tax Planning & CPA Coordination
Chart of Accounts Cleanup and Optimization
Priority Response Time
Best for: firms or entrepreneurs who want white-glove financial management.
Plans
Compare
Bookkeeping
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
Tax Preparation & Filing
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
Cash Flow Management
–
–
–
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
Financial Forecasting
–
–
–
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
Account Manager
–
–
–
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
Tax Strategy & Planning
–
–
–
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
3 accounts, 30 transactions ea
Audit Assistance
–
–
–
Limited Support
Limited Support
Limited Support
Limited Support
Limited Support
Limited Support
Financial Reports
Basic
Basic
Basic
Advanced
Advanced
Advanced
Advanced
Advanced
Advanced
Payroll Management
Up to 10
Up to 10
Up to 10
Up to 50
Up to 50
Up to 50
Up to 50
Up to 50
Up to 50
Support Type
Email & Chat
Email & Chat
Email & Chat
Manager
Manager
Manager
Manager
Manager
Manager
Expense Tracking Tools
Basic Tools
Basic Tools
Basic Tools
Advanced Tools
Advanced Tools
Advanced Tools
Advanced Tools
Advanced Tools
Advanced Tools
Onboarding Support
Guided Setup
Guided Setup
Guided Setup
Dedicated Onboarding
Dedicated Onboarding
Dedicated Onboarding
Dedicated Onboarding
Dedicated Onboarding
Dedicated Onboarding
Add-Ons (Optional)
Additional Transactions: $1.25 each after plan limit
Additional Transactions: $1.25 each after plan limit
Additional Transactions: $1.25 each after plan limit
Custom Reports: $20 per report
Custom Reports: $20 per report
Custom Reports: $20 per report
AP/AR Journal Entries: $5 each
AP/AR Journal Entries: $5 each
AP/AR Journal Entries: $5 each
One-Time QuickBooks / Chart of Accounts Setup: $350
One-Time QuickBooks / Chart of Accounts Setup: $350
One-Time QuickBooks / Chart of Accounts Setup: $350
Payroll Add-Ons
(Included with the Executive Plan — optional for Essential and Growth Plans)
Payroll Processing: $250/month — includes tax filings, direct deposits, and payroll reports for up to 10 employees (2 runs/month)
Payroll Processing: $250/month — includes tax filings, direct deposits, and payroll reports for up to 10 employees (2 runs/month)
Payroll Processing: $250/month — includes tax filings, direct deposits, and payroll reports for up to 10 employees (2 runs/month)
Setup: $275 one-time — covers account configuration, employee setup, and system connection
Setup: $275 one-time — covers account configuration, employee setup, and system connection
Setup: $275 one-time — covers account configuration, employee setup, and system connection
Additional Employees: +$15/month per employee over 10
Additional Employees: +$15/month per employee over 10
Additional Employees: +$15/month per employee over 10