Explore Our Services

Comprehensive, tax-aware bookkeeping tailored for growing businesses. Choose the level of support that fits your current needs, and let us handle the numbers so you can scale with confidence.

Inquire Now

Our Services

Your time is too valuable to spend buried in spreadsheets. At The Modern Ledger, we offer straightforward, full-cycle bookkeeping packages designed to give you total clarity and peace of mind. We handle the numbers so you can handle the business.

  • Starting at $300/month

    Perfect for solo entrepreneurs and newer businesses with lower transaction volumes who need clean, tax-ready financials without the hassle.

    • Monthly transaction categorization (Up to 100 transactions)

    • Reconciliation of 1 primary bank or credit card account

    • Monthly financial statements (Profit & Loss, Balance Sheet)

    • Basic email support for your bookkeeping questions

  • Starting at $500/month

    Our sweet spot. Designed for active, growing small businesses that need deeper tracking and monthly insights to make smart financial decisions.

    • Everything in the Essential Plan, plus:

    • Increased volume (up to 250 transactions)

    • Reconciliation of up to 3 financial accounts

    • Accounts Payable & Receivable tracking

    • Monthly executive summary (a plain-English breakdown of your business’s financial health)

    • Sales tax tracking

  • Starting at $900/month

    The ultimate hands-off experience. Best for established businesses that want comprehensive financial management and strategic, tax-aware support.

    • Everything in the Growth Plan, plus:

    • High transaction volume (300+ transactions)

    • Reconciliation of all business bank and credit card accounts

    • Full Accounts Payable & Receivable management

    • Payroll coordination

    • Sales tax filing preparation

    • Detailed monthly financial insights and an optional strategy review call

    • Historical Cleanup & Catch-up

      • Are your books months (or years) behind? Don’t stress. We specialize in untangling messy financials, categorizing backlogged transactions, and getting your books perfectly balanced and tax-season ready.

      • Custom Quoted (starting at $500)

    • Payroll Setup & Monthly Management

How We Work Together

Step 1: Discovery & Audit

We start with a comprehensive review of your current books. We identify any existing gaps, clean up past discrepancies, and ensure your financial foundation is rock solid before moving forward.

Step 2: Seamless Integration

No complicated homework for you. We securely integrate with your accounting software and establish read-only access to your financial accounts so we can pull.

Step 3: Monthly Management

Behind the scenes, we categorize every transaction, reconcile your accounts, and track your cash flow. If we ever have a question about a specific charge, we’ll reach out in a simple, consolidated monthly email.

Step 4: Tax-Ready Reporting

On a consistent schedule each month, you receive perfectly tied-out financial statements. You get total clarity on your business’s health, and your CPA gets clean, tax-ready numbers at year-end.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.