Bookkeeping Services for Small Businesses
in the Tri-State Area and Beyond.
Services
Your business is unique with its own circumstances and requirements.
Pricing is based on the services desired, number of accounts and transactions, number of employees, etc - not the revenue of the practice or business.
After meeting with you to discuss your business needs, you will be provided a customized proposal based on the services you need.
Monthly Bookkeeping Services
Quarterly Package
Starting at $250/month
Monthly recording, classifying and reconciling of bank accounts.
Quarterly Reporting - Income Statement, Balance Sheet, Cash Flow Statement.
Unlimited email support.
Quarterly Meetings to discuss reports.
No long-term contracts (30 days notice required to cancel)
Additional services or customizations to this package available by quote
Monthly Package
Starting at $350/month
Monthly recording, classifying, and reconciling of bank/credit card accounts.
Monthly Reporting - Income Statement, Balance Sheet, Cash Flow Statement.
Unlimited email support
Monthly Meeting to discuss reports.
No long-term contracts (30 days notice required to cancel)
Additional services or customizations to this package available by quote.
Additional Services
Pricing by Quote Only
One-Time Cleanup
Ideal for when your books have been neglected and you don’t know how to fix them. We can get them up-to-date and tax-ready.
We can clean up your books to set you up for success, whether you continue working with us or decide to take over from there.
We'll update, fix, and organize your books for the past year. Pricing is based on how extensive a cleanup you need and how current your Books are.
One-Time QBO Set-up
We'll set up your business and get your finances and bookkeeping organized.
Ideal for when your books are nonexistent, or you have been keeping track on a spreadsheet.
Price varies depending on how far back in time you need to go.
Assisted Payroll
We can help get your payroll set up with third-party payroll services providers like Gusto, Patriot, Paychex, ADP, or a payroll service local to your business.
We can help you determine the best option based on your budget and plans for growth. From there, we’ll make sure everything is integrated with your bookkeeping.
Accounts Payable/Receivable
Prompt and timely AP/AR make a business run smoothly! We can monitor your accounts, make sure your bills are paid on time, and promptly send out your invoices.
Onboarding Process
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Our onboarding process follows these steps:
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Step 1: Free Consultation
Complete the short ‘information form’ with simple questions to get to know your business when you schedule a Free Consultation
You can choose a phone or video consultation.
After the consultation, if you feel we are a good match, we will review your current bookkeeping records to give you a quote/proposal.
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Step 2: Proposal & Engagement Letter
The Proposal and Engagement Letter will be sent to you and will clearly describe the scope of work, our privacy policy, and payment agreements.
We can begin services once the proposal and Engagement Letter have been approved and signed. Good news, our services are Tax-Deductible!
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STEP 3: Setup & Maintenance
If you are new to QBO, we can handle the setup/migration for a one-time fee.
Once your account is set up, we’ll monitor the transactions pulled from your bank, correctly match/reconcile them with your statements, and follow up with you on any supporting documents.
You will be given access to a secure account where you can check for any document requests.
At Month-end (or Quarter), we will prepare your financial reports. As a client, my calendar is always available for you to schedule with me to meet.
About
Charlotte Kelly
Owner and Lead Bookkeeping Professional
Hi,
I'm Charlotte, your main bookkeeping pro here at LedgerPrep, LLC. I have a knack for record-keeping and number crunching and love to help small business owners thrive.
I have 8+ years of experience in bookkeeping while working in office administration, medical billing, and as an office manager.
Additionally, I am a Quickbooks Online ProAdvisor, full-charge bookkeeping trained, and a member of the Digital Bookkeeping Association.
I'd love to help you keep your finances organized, relieve stress during tax season, and free up some of your time to reinvest in your business, family, or yourself.
Certifications & Affiliations
Contact
Ready to get your books in shape?
Because I work with a variety of client schedules, I'm available by appointment only.
Please use my Calendar below to schedule a consultation by phone or Zoom.
For a quick response, you can email me or leave a message with your name, company name, and number and I will get back to you within 48 hours.
Phone:
(609) 557-7288
Email:
Location
Princeton, NJ
LedgerPrep, LLC is E&O Insured
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