Essential
Dependable monthly books for simple businesses.
Starting at
$350/month
Up to 2 accounts · ~100 transactions a month
- Reconciled every month
- P&L and Balance Sheet
- Plain-English summary
Monthly bookkeeping
Clean books. Clear decisions.
Monthly bookkeeping for small businesses and startups that want accurate books and a clear view of their numbers, without doing it themselves.
Sample Co. · Monthly closeClosed Oct 6
September books: closed
Accounts reconciled4 of 4
What this means
Revenue was up 8% from August. Software costs rose $310, so it's worth a look before November renewals.
Net income$6,842
Profit and LossBalance Sheet
Who it's for
Bookkeeping for where you are right now
Behind on your books
Get caught up and start fresh with a clean foundation.
Growing fast
Keep the books current so you can make decisions with real numbers.
Doing it yourself
Hand off the bookkeeping and get your evenings back.
Packages
Simple monthly packages
Growth
Cash visibility for growing businesses.
Starting at
$550/month
Up to 5 accounts · ~300 transactions a month
- Everything in Essential
- A/R, A/P and cash flow
- Quarterly review call
Full Support
Higher-touch, customized support.
Pricing
Custom quote
Scoped individually
- Everything in Growth
- Payroll-related bookkeeping included
- Scoped to your business
Books behind, or need QuickBooks set up? Cleanup and Catch-Up and QuickBooks Setup are one-time projects, quoted after a short review.
See full package detailsHow it works
Four steps, every client
- 01
Assess
A free call and a look at your current books.
- 02
Structure
Organize the books and set a monthly routine.
- 03
Report
Reconciled books and statements, explained.
- 04
Maintain
Current month after month, with check-ins.
Every month
What you get
- Every account reconciled.
- A Profit and Loss and a Balance Sheet.
- A plain-English summary of what changed and what to watch.
- A clear answer when you have a question.
Sample Co. · September report
Profit and Loss
- Revenue
- $28,400
- Cost of services
- ($9,120)
- Operating expenses
- ($12,438)
- Net income
- $6,842
Why The Balanced Ledger
A system, not a scramble
A real system
Every client follows a documented monthly close, so nothing slips.
Modern tools
Built on QuickBooks Online, with technology behind the scenes that keeps work on schedule.
Numbers you understand
Reports come with an explanation, not just a PDF.
Meet the founder
I've spent the past year managing bookkeeping, payroll and reconciliations across multiple businesses, and I'm completing my B.S. in Accounting at WGU. Every client gets the same documented process and a clear explanation of their numbers.
— Morgan, Founder
More about MorganCommon questions
Good to know
Do I need QuickBooks Online?
Yes. If you use other software, we can move you over as a one-time QuickBooks Setup project.
Do you do taxes?
No. We keep your books tax-ready and work alongside your tax preparer.
What if my books are a mess?
That's common. We start with a Cleanup and Catch-Up, then move to a monthly package.
Is there a contract?
Month-to-month after the first 3 months.