Professional Bookkeeping That Pays for Itself
Get audit-ready books for 60-80% less than hiring full-time. No contracts, no hidden fees, guaranteed ROI.
vs. $45,000+/year for full-time bookkeeper
Choose the fit that matches your books
Every engagement includes monthly reconciliation, real-time reporting, and unlimited support from a dedicated bookkeeping team.
Starter
Perfect for owner-operators with straightforward books
Up to 50 transactions/month
- Monthly bank and credit card reconciliation
- Cash-basis financial statements
- Expense categorization & receipt matching
- QuickBooks Online setup & maintenance
Growth
For expanding teams with multiple systems
51-200 transactions/month
- Everything in Starter
- Accounts payable & receivable workflows
- Monthly management reporting pack
- Phone, SMS, and Slack support
- Budget vs. actual variance reviews
Pro
Best for multi-entity and inventory-heavy teams
200+ transactions/month
- Everything in Growth
- Inventory and job costing support
- Multi-entity consolidation
- Dedicated senior account manager
- Quarterly strategy and tax prep calls
Map pricing to your transaction volume
Share your approximate monthly transaction count, team structure, and the tools you’re currently using. We’ll confirm the best-fit plan, surface quick wins, and send onboarding next steps within one business day.
- Custom pricing confirmation for your transaction count and tools.
- Onboarding roadmap with deliverables and key milestones.
- Transparent quote with scope, pricing, and kickoff options.
Confirm the right tier for your books
Your dedicated advisor will audit transaction volume, clean-up needs, and integrations, then match you to the right plan.
Scale support exactly when you need it
Layer on specialized projects or seasonal coverage without changing your core plan.
Clean Books Service
One-time deep clean to bring legacy books up to audit-ready status.
- Historical data reconstruction and cleanup
- Account and class recoding
- Catch-up reconciliation for prior periods
- Audit trail documentation and hand-off
Tax Season Support
Extra bandwidth and coordination during the busiest four months.
- CPA and tax preparer coordination
- Quarterly estimated tax reminders
- Supporting documentation packaging
- Priority response window
Frequently Asked Questions
Everything you need to know about partnering with Modern Ledger.
Our services typically cost 60-80% less than hiring a full-time bookkeeper ($45,000-$65,000 annually). You get professional expertise without the payroll taxes, benefits, training, or turnover costs. Most clients see ROI within 3-6 months through better financial decisions and tax savings.
Absolutely! We specialize in QuickBooks Online and Desktop. Many clients come to us because their current setup isn't being maintained properly. We'll review your current QuickBooks file, clean up any issues, and ensure it's set up for accurate tracking and reporting.
Yes, this is one of our specialties. We offer comprehensive 'clean books' services that can restore order to disorganized financial records. We'll reconstruct missing transactions, fix categorization issues, and bring everything current. The process typically takes 2-4 weeks depending on complexity.
We can integrate with your existing payroll provider (Gusto, ADP, Paychex) to ensure payroll expenses are properly recorded and reconciled. However, we don't handle the actual tax filings or remittances - we recommend working with a CPA or payroll service for compliance. We ensure your books accurately reflect all payroll activity.
Most clients are up and running within 1-2 weeks. We'll need access to your bank accounts, credit cards, and accounting software. We'll also schedule a kickoff meeting to understand your specific needs and establish our processes.
We're proud to be based in Rockwall County and understand Texas-specific requirements including sales tax, property tax, and local regulations. We work closely with Texas CPAs and can provide referrals if needed.
Yes! Our month-end close process includes bank reconciliation, adjusting entries, financial statement preparation, and variance analysis. We typically complete the close within 3-5 business days of month-end, much faster than most in-house bookkeepers.
We can track and calculate sales tax accruals, but we don't file sales tax returns. We recommend working with a Texas-licensed tax professional or service like Taxfyle for filings. We ensure your sales tax tracking is accurate and audit-ready.
Our books are always audit-ready with complete documentation, source records, and audit trails. We maintain organized records for 7+ years as required. In the unlikely event of an audit, we'll provide all necessary documentation and can testify to the accuracy of our work.
Yes, we have extensive experience with 1099 contractors, freelancer payments, and complex vendor relationships. We ensure proper classification, accurate 1099 reporting, and compliance with Texas withholding requirements.
We specialize in inventory tracking for retail, wholesale, and manufacturing businesses. This includes cost of goods sold calculations, inventory valuation methods (FIFO, LIFO, average cost), shrinkage tracking, and integration with point-of-sale systems.
We respond to all client inquiries within 24 hours and prioritize urgent accounting issues. For critical matters requiring immediate attention, we offer expedited service with same-day response during business hours.
Still have questions? We’ll tailor the answers to your books.
Book a Free ConsultationReady to Get Your Books in Order?
Join 500+ Texas businesses who've eliminated bookkeeping stress and gained financial clarity. Book a free consultation and see how we can help your specific situation.
No obligation • No sales pitch • Just honest advice for your business
Tired of monthly bookkeeping headaches?
Let us handle the reconciliation, reporting, and cleanup while you focus on growing your business.
Paying too much for in-house accounting?
Get professional bookkeeping at a fraction of the cost of a full-time hire. No benefits, training, or turnover.
Books not ready for tax season?
Our audit-ready books and CPA handoffs ensure you're always prepared for tax time and business decisions.
Not ready to book yet? Download our free Month-End Close Checklist.
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