Services

At LedgerWise, I provide virtual bookkeeping solutions tailored to the needs of coaches, consultants, and small business owners. My services are designed to save you time, keep your books accurate, and give you the financial clarity you need to grow your business. Whether its monthly bookkeeping, catch up and clean up services, QuickBooks Online setup and training or financial reporting and consulting, I’m with you every step of the way.

Essentials

Simple, Stress-Free Bookkeeping

For businesses with a lower monthly transaction volume who want the peace of mind that their books are accurate and tax-ready.

  • Monthly categorization & reconciliation

  • Profit & Loss and Balance Sheet reports

  • Email support for bookkeeping questions
    (Pricing based on number of transactions per month)

Growth

Financial Clarity for Scaling Businesses

For business owners ready to move beyond “just compliance” and use their numbers to make better decisions.

  • Everything in Essentials

  • Monthly Cash Flow report

  • Quarterly review call to discuss financials

  • Priority response times
    (Pricing based on number of transactions per month)

Desk setup with an open notebook and pen, a laptop with social media on the screen, a ceramic mug, a glass jar with flowers, and some bottles on a wooden tray, near a window with blurred outdoor background.
A desk with scattered paper receipts, handwritten notes, a calculator, and a pen.
Tax form, notebook, pen, and black coffee mug on a dark surface.
Open notebooks, a pen, sticky notes, a smartphone, and a laptop on a wooden table with sunlight and shadows.

Catch-Up & Cleanup Services

Get Back on Track

Perfect if your books have fallen behind or need a reset.

  • Review & correction of past transactions

  • Reconciliation of all outstanding accounts

  • Setup of accurate, up-to-date records
    (Pricing based on number of transactions and months needing cleanup)

Premium

Insight & Support for Growing Practices

For busy business owners who want more than bookkeeping — they want a financial partner.

  • Everything in Growth

  • Monthly performance snapshot (custom KPIs/trends)

  • Monthly review call for financial strategy & planning

  • Dedicated support for integrations or special projects
    (Pricing based on number of transactions per month)

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!