Our flat-rate monthly bookkeeping is designed around both transaction volume and the overall complexity of your business. As your activity grows and your financial picture becomes more detailed, your level of support grows with you.
Up to 50 transactions per month | Low complexity
Best for solopreneurs and businesses with straightforward financial activity.
Includes foundational bookkeeping, reconciliations, and clear reporting to keep your records accurate and organized.
Monthly transaction categorization and review
Bank, credit card, and loan reconciliations
Monthly Profit & Loss and Balance Sheet
Ongoing monitoring for unusual activity
Email support and client communication
A monthly summary with insights and observations
51–150 transactions per month | Moderate complexity
Designed for established small businesses with steady activity and multiple accounts.
Includes deeper account review, trend analysis, and proactive issue identification to help you stay ahead — not just caught up.
Monthly transaction categorization and review
Bank, credit card, and loan reconciliations
Monthly Profit & Loss and Balance Sheet
Ongoing monitoring for unusual activity
Email support and client communication
A monthly summary with insights and observations
151–300 transactions per month | Higher complexity
For growing businesses with increased financial activity, multiple revenue streams, or additional operational layers.
Includes comprehensive review, detailed financial oversight, and higher-touch support to ensure clarity as you scale.
Monthly transaction categorization and review
Bank, credit card, and loan reconciliations
Monthly Profit & Loss and Balance Sheet
Ongoing monitoring for unusual activity
Email support and client communication
A monthly summary with insights and observations
Businesses exceeding 300 monthly transactions or requiring specialized support will receive a custom quote based on volume and complexity.
Clients using accounting software outside of our standard supported platforms, Xero (preferred) or QuickBooks Online, may incur an additional $50/month complexity fee. A one-time $100 migration fee applies if converting systems.
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Copyright © 2026 Ledger & Quill Bookkeeping LLC |
Cool, CA | (916) 221-3843



Copyright © 2026 Ledger & Quill Bookkeeping LLC |
Cool, CA | (916) 221-3843


