Our Fresh Start service is designed for businesses that are either generating their first set of books or need significant revisions to their existing financial records. Whether you're starting from scratch or overhauling your current system, we ensure your books are:

Accurate: All financial transactions are recorded properly to provide a true reflection of your business’s financial health.

Organized: Your financial data will be structured for clarity, making it easy to manage and understand.

Sustainable: We set up your books in a way that simplifies future maintenance, giving you confidence that your accounting is on track moving forward.

With a Fresh Start, we help lay a solid financial foundation, so you can focus on growing your business with peace of min

Fresh Start Services Include:

New company file

Customized chart of accounts

Set up of customer list

Set up of vendor List

Custom invoice template

Custom proposal template

Set up tax accounts

Set up state sales and income tax schedules.

Payroll entry

Fallen a few months behind on your day-to-day bookkeeping? You’re not alone—and we’re here to help. Ledger Analytics & Solutions can seamlessly pick up where you left off, bringing your financial records fully up to date with accuracy and efficiency. Whether it’s reconciling transactions, organizing records, or preparing your books for tax season, we’ll get you back on track so you can move forward with confidence.

Clean Up/Catch Up Services Include:

Complete review of your chart of accounts

Data analysis for accuracy

Prior period monthly bank account reconciliations

Prior period monthly credit card reconciliations

Updates of your accounts receivables and accounts payables

Effective financial management starts with a solid budget, grounded in historical data. It empowers businesses to plan expenses, set achievable goals, and anticipate the operational changes necessary to support growth.

Ledger Analytics & Solutions uses your business's historical financial data to create a customized budget that provides clear financial direction. This approach helps identify areas for improvement, optimize revenue streams, and plan for both short- and long-term expenses—from hiring additional staff to expanding operations. With a budget based on real-world performance, you can make more informed decisions and ensure your business is well-positioned for sustainable growth.