THE Essential Ledger

Own Your Time. We’ll Own the Ledger.

Stop sacrificing weekends to spreadsheets and second-guessing your numbers.
The Essential Ledger delivers professional financial clarity straight to your inbox by the 25th of every month — no phone calls, no meetings, just clean books you can trust.

Built for entrepreneurs who want results, not runaround.

✔ 100% virtual
✔ Secure client portal
✔ Month-to-month service

Add to Cart to Get Started

What’s Included

✔ 100% Categorized Transactions
Up to 100 transactions carefully reviewed and categorized for tax readiness.

✔ The 25th Promise
Your Profit & Loss and Balance Sheet delivered by the 25th of every month.

✔ To-the-Penny Reconciliation
Accurate reconciliation across 1–2 bank or credit card accounts.

✔ 24/7 Secure Portal Access
Access your financials anytime in our encrypted client vault.

✔ CPA-Ready Records
Clean, organized data your tax professional can use immediately.

Is This Package Right for You?

Choose Essential Ledger if:

✔ You process under 100 transactions per month
✔ You want a fully virtual, no-call bookkeeping experience
✔ You need reliable financials without a full-service firm
✔ You want to eliminate accounting stress before tax season

If efficiency matters more than meetings, this is your solution.