SERVICES

Scalable Solutions for Every Vision

Your business has evolved—your financial support should too. Whether you need a one-time reset or an ongoing partnership, our packages are designed to provide the foundation you need to scale with confidence.

The Foundation: One-Time Clean-Up

Ideal for the business owner who hasn't had professional bookkeeping in 6+ months.

We’ll take the "shoebox of receipts" and turn it into a streamlined financial system. We perform a deep dive into your last 12 months of data to ensure you are tax-ready and organized.

Includes: Chart of Accounts audit, loan entry, transaction categorization, and full reconciliation.
Result: A clean Balance Sheet and P&L ready for your CPA.

One-time fee based on volume and complexity.

Monthly Partnership Packages

All monthly packages include secure portal access, receipt management, and tax-ready year-end reporting.

Financial Foundations

Best for growing businesses needing steady oversight.

Monthly categorization & reconciliation of all accounts.
Monthly P&L and Balance Sheet reports.
Annual Virtual Goal Review.
CPA-ready financial data.

Package starts at $300/month

Financial Clarity

Best for those utilizing the Profit First method.

Everything in Foundations plus:
Cash Flow & AR/AP Statements.
Tax & Profit distribution coaching.
Semi-Annual Virtual Goal Reviews.

Package starts at $350/month

Specialized Support & Add-Ons

Elevate your partnership with targeted support for the "moving parts" of your business.

Business Advisory (DIY Support): For the hands-on entrepreneur who wants a professional in their corner. Unlimited email support for your bookkeeping questions. $150/mo
Payroll Processing: Seamless, accurate, and on-time compensation for your team. Starting at $150/month.
1099 Management: Stress-free contractor compliance and year-end filing. From $150 (one-time fee, must start working together before November).

Let’s Tackle Your Biggest Hurdle

Sometimes, you don’t need a six-month program; you just need sixty minutes of clarity. If you have a "how do I do this?" or "is this right?" kind of problem, skip the endless Googling and book a one-time advisory session. Let’s solve it in real-time, together.

Check my availability here.

Master Your Metrics

(On Your Own Terms)

Not quite ready to outsource your bookkeeping? You can still build a professional foundation. Our digital shop features templates and pre-built spreadsheets you can use to help your business succeed. These tools are designed to take the guesswork out of DIY accounting, giving you a clear path to organized books without the monthly commitment.

Professional Templates: Skip the "blank page" stress with spreadsheets built by an expert.
Step-by-Step Guidance: We don't just give you a file; we show you how to use it.
Growth-Focused: Designed to scale with you until you're ready for full-service support.

Browse the Digital Shop

Any Questions?

I already have a CPA. Why do I need a bookkeeper, too?

It’s a common question, and the answer lies in the timeline. Your CPA is your tax strategist—they look at your year in the rearview mirror to ensure compliance and filing. Your bookkeeper is your financial co-pilot—we look through the windshield with you every single month.

While we work hand-in-hand with your CPA to maximize your tax position, a dedicated bookkeeper provides the daily and monthly infrastructure that a tax firm doesn't:

Real-Time Security: By reviewing your books monthly, we can catch errors, duplicates, or fraudulent activity in real-time—not eighteen months after they happen.
A Roadmap for Growth: You can’t steer a ship if you don’t know your current coordinates. We show you exactly where your money is going now, so you can strategically plan where it’s going next.
Centralized Financial Hub: No more hunting for documents. Our secure portal gives you 24/7 access to your receipts, statements, and reports in one organized, professional space.

Think of it this way: Your CPA files the map, but your Bookkeeper helps you drive the car.

Do you handle tax filing as well?

At Aligned Ledgers Co., we specialize exclusively in high-level bookkeeping and financial management. By focusing on your daily and monthly numbers, we ensure your records are pristine, accurate, and ready for filing.

While we don't file tax returns ourselves, we act as the bridge between your business and your CPA. We speak their language, provide them with perfect reports, and ensure they have everything they need to maximize your deductions.

Bonus: If you don’t have a tax pro you love yet, we have a curated network of amazing tax professionals we trust and would be happy to provide a referral.

What bookkeeping software do you use? What if I don't have one yet?

We work exclusively with QuickBooks Online and Xero—the two industry-leading, cloud-based platforms for service-based businesses. We chose these because they offer the best security, the most robust reporting, and seamless integration with the other tools you likely already use (like your bank, payroll, or payment processors).

Don’t have a system in place? Don’t worry. If you’re currently using spreadsheets (or nothing at all!), we will handle the heavy lifting for you. As part of our onboarding process, we will:

Select the right platform for your specific business needs.
Handle the full technical setup, from helping you connect your bank feeds to customizing your Chart of Accounts.
We turn your "financial blank slate" into a professional, automated ecosystem.

What is the contract commitment? Do I have to sign for a full year?

We believe our value should keep you staying, not a rigid contract. Our bookkeeping partnerships are conveniently month-to-month.

While we don't require a long-term commitment, we do provide a clear Service Agreement for every project. This ensures we are always on the same page regarding the scope of your services, our mutual expectations, and the security of your financial data.

Let's get Aligned!