Is this for you?
This is for you if any of this sounds familiar:
- Money comes in from everywhere (deposits, checks, Stripe, Venmo, Zelle), and it’s hard to tell who paid for what.
- You want to know what’s actually left after payroll, supplies, gas, insurance, software, and owner draws.
- You’d rather not learn accounting software. You just want a clean financial snapshot.
- Bookkeeping isn’t a priority until tax season.
What you get every month.
Every month, a clean financial snapshot lands in your inbox, so you always know how the business is doing without opening a spreadsheet.
- A clean monthly snapshot email with your numbers in plain English.
- Trends over time, so you spot changes early, before they become a problem.
- A short summary of what stood out, written by your bookkeeper, not a bot.
- A direct link to your dashboard for deeper detail.
How it works.
You do almost nothing. Setup is one short call and a few minutes to connect your accounts. After that, your books run in the background and your snapshot lands every month.
- A quick fit call. Ask questions and see whether Let’s Ledger is right for your business.
- Connect your accounts. Your bank, cards, and any payment tools, read-only and secure. That’s it.
- Reconcile and categorize. We clean up and reconcile every account and sort every transaction, each month.
- Flag questions early. If something’s unclear, you get a simple question before it turns into a mess. The month keeps moving while you reply.
- Send your snapshot. Your monthly snapshot lands by the 15th, often as early as the 5th business day.
Early-client pricing.
You can get started with waived setup, your first month free, free catch-up for the current year, and lower early-client pricing while we onboard our next 20 clients. Cash-basis bookkeeping starts at $300/mo and scales with your monthly revenue.
Real people. Read-only access. Your data stays yours.
What clients say.
“What really sets Let's Ledger apart is their incredible efficiency. They're clearly leveraging cutting-edge AI to streamline their processes, which frees their team up for high-level, personalized support. A perfect blend of top-tier human service and modern technology.”
“Let's Ledger has supported my business for over two years. I highly recommend them for bookkeeping, forecasting, and overall business financial review.”
“Super professional, quick to answer, and very knowledgeable. I've worked with multiple accountants before and by far the best.”
What we’re a fit for, and what we’re not.
We’re built for owner-led businesses that want clean monthly books, clear reports, and a simple cash-basis bookkeeping process.
We’re usually a good fit if:
- Business accounts*: you use dedicated business bank and credit card accounts.
- Cash-basis books: you want simple monthly bookkeeping based on money in and money out.
- You want to track your performance:you like knowing where the money goes and how you’re doing, not just clean books for taxes.
We’re probably not the best fit if:
- Income tax filing:you need your taxes filed. We don’t do that in-house, but we’ll refer you to a partner we work closely with.
- Payroll, HR, or legal: you need payroll processing, HR support, legal advice, or employment compliance help.
- Formal assurance work: you need an audit, review, attestation, bank confirmation letter, or formal CPA assurance work.
Common questions.
Do you do my taxes?
No. We don't prepare or file income tax returns in-house. We keep your books clean so your CPA or tax preparer has organized records to work from, which can reduce year-end cleanup work and back-and-forth. We can work with your current CPA or refer you to an independent tax firm we trust. They're separate businesses — you hire them directly.
What accounting software will my books be on?
We're not locked to one platform. If you're already on software that works, we can often keep you there; otherwise we'll set you up on the software we recommend. Either way, the subscription is included and you never have to touch it unless you want to.
What if my books have never been done?
That's common, and it's okay. Many businesses start with a spreadsheet or nothing organized yet. You don't need to pre-clean anything before reaching out.
Here's what starting from zero actually looks like:
We connect to your bank and card feeds on day one. From there, we pull and categorize your current-year transactions at no charge. We review the transactions first, then ask questions only where we need clarification.
Full-year 2025 catch-up is a flat $800 project if you need it. Catch-up work can run separately from your current month's books so you're not waiting on the prior year to start the monthly process.
What if I have personal and business expenses mixed together?
Very common. Step one is getting you a separate business bank account (we'll help). We're OK with occasional personal transactions on your business accounts. But long-term, clean monthly bookkeeping depends on using dedicated business accounts and keeping business and personal activity separate. If you can't get there within 3 months, this service may not be the right fit — but we'll work with you to try.
How do I know you're doing a good job?
You don't have to take our word for it — here's what's visible to you at every step.
Every month: You get a Profit & Loss report by the 15th. Consistent delivery is one quality signal, and we'll tell you if something is blocking the monthly close.
Anytime: You have access to your books, so your categorized transactions, reconciled accounts, and reports are available to review.
Month one: We record a personalized Loom walkthrough of your first set of books — what the numbers mean, anything we flagged, and how to read your Profit & Loss report going forward. You'll see the work, not just receive a number.
Built in: Your books are reviewed before delivery using the same monthly process each time. The goal is to catch unclear items, review the work, and deliver reports you can actually use.
At year-end: We keep your books clean so your CPA or tax preparer has organized records to work from, which can reduce year-end cleanup work and back-and-forth.
If something ever looks off to you, email us. We'll walk through it.
Why owners choose us.
Most owners have tried one of these already. Here’s where they fall short, and what you get instead.