Everything your books need, in one place
Core bookkeeping is included in every package. Add advisory projects or à la carte services any time your business needs more.
Core bookkeeping — included in every plan
Transactions & Reconciliation
Categorization plus monthly bank and card reconciliation.
Financial Statements
Monthly P&L, balance sheet, and cash flow reporting.
AP / AR Management
Bill tracking, invoicing, and payment follow-up.
Sales Tax & 1099 Filing
State filings and annual contractor reporting.
Payroll Coordination
Journal entries synced with your payroll provider.
Software Setup & Cleanup
QuickBooks or Xero migration and file cleanup.
Exact limits on transactions, accounts, and filings vary by package.
Advisory & project-based services
One-time and retainer projects — no bookkeeping subscription required. You don’t need an ongoing package to purchase any of these, and existing clients can add one at any time.
Business Structure & Entity Advisory
Analysis of LLC vs. S-Corp vs. C-Corp, tax-impact comparison, and a recommendation memo — filing coordinated with a partner attorney/CPA as needed.
New Business Launch Package
Entity guidance, chart-of-accounts build, software setup, and a 90-day financial roadmap for brand-new businesses.
Financial Health Audit (Second Opinion)
An independent review of your existing books, with a written findings report and cleanup recommendations.
Lender / Grant Financial Package
Organized, lender-ready financial statements and supporting schedules for a loan or grant application.
Fractional CFO Advisory Retainer
KPI dashboards, cash-flow forecasting, budget-to-actual reviews, and a monthly strategy session for businesses that have outgrown basic bookkeeping.
À la carte add-ons
Need one more account, a state added, or a payroll connection? Attach any add-on to your existing package without switching plans.
Not sure which service fits?
Book a free call and we’ll point you to the right package or project.
Cadence Ledger LLC
Flat-rate bookkeeping. Clean books, every month, without the hassle of hiring anyone.