SERVICES

Scalable small business bookkeeping solutions for every stage of growth.

Bookkeeping Services & Pricing

Your business has evolved, your financial support should too. Whether you need one-time catch-up bookkeeping or an ongoing monthly partnership, our packages are designed to give you the bookkeeping infrastructure you need to scale with confidence.

The Foundation: Catch-Up Bookkeeping

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

We turn your spreadsheets into a streamlined financial system, with a deep dive into your last 12 months of data, so you're tax-ready and organized.

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

One-time fee based on volume and complexity.

Monthly Bookkeeping Packages

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

Financial Foundations

Best for: Growing businesses needing steady monthly bookkeeping and oversight.

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

Package starts at $400/month

Financial Clarity

Best for: Businesses interested in using the Profit First method to scale.

Everything in Foundations, plus Cash Flow, Accounts Receivable & Payable Statements
Tax & Profit distribution coaching
Semi-Annual Virtual Goal Reviews

Package starts at $450/month

Specialized Bookkeeping Support & Add-Ons

Business Advisory (DIY Bookkeeping Support): Unlimited email support for your bookkeeping questions. $150/month
Payroll Processing: Starting at $150/month.
1099 Management & Contractor Compliance: From $150 (must start before November)

Let’s Tackle Your Biggest Hurdle

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

Submit an Advisory Call Request Form 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.

Professionally-Built 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?

Bookkeeper vs. CPA: What's the Difference?

It's a common question. Your CPA is your tax strategist, looking at your year in the rearview mirror for compliance and filing. Your bookkeeper is your financial co-pilot, looking through the windshield with you every month. A dedicated small business bookkeeper catches errors in real time, gives you a roadmap for growth, and centralizes your financial documents in one secure portal.

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 leading cloud-based bookkeeping platforms for service-based businesses. No system yet? We'll handle full setup, from connecting your bank feeds to customizing your Chart of Accounts.

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!