Bookkeeping, QuickBooks setup, cleanup, and monthly financial reporting for growing businesses that want accurate numbers without the stress.
Serving growing businesses, service companies, professional services, local businesses, and trades — nationwide.
If your books are behind, messy, inaccurate, or only touched at tax time, it becomes hard to make confident decisions. Thomas Ledger Group helps business owners get organized, stay current, and understand their numbers.
Whether you are starting fresh, need to catch up, or want ongoing monthly support — we have a service for your situation.
For businesses starting fresh or needing QuickBooks Online built the right way from the beginning. Chart of accounts, bank feeds, and reporting structure set up correctly.
For businesses with messy, behind, or unreliable books. We correct, reconcile, and bring your books current so you have a clean foundation going forward.
Ongoing reconciliations, monthly financial statements, and organized reporting so your books stay current and you always know where you stand.
Job costing, subcontractor tracking, and 1099 support for contractors and trades businesses. Specialized workflows for project-based operations.
We do not use one-size-fits-all pricing because every business has different needs — transaction volume, cleanup requirements, reporting expectations, and operational complexity all play a role.
After a discovery call and review of your bookkeeping situation, we provide a clear scope and pricing recommendation.
Book a Discovery CallOur primary communication method is email so everything stays organized and documented. At the beginning of an engagement, scheduled calls may be needed for onboarding, discovery, or more complex conversations.
We do not operate on unscheduled calls or "call anytime" expectations. This helps us deliver accurate, focused bookkeeping work while keeping communication clear and professional.
A straightforward process from first conversation to clean books.
We learn about your business, current bookkeeping situation, and goals.
We review your QuickBooks file, cleanup needs, and reporting requirements.
We provide a clear proposal based on what your business actually needs.
Setup, cleanup, or ongoing monthly bookkeeping — based on your situation.
Book a discovery call and let's talk through where your books are now, what needs to be cleaned up, and what ongoing support makes sense.
Book a Discovery CallWhether you are starting from scratch, cleaning up past mistakes, or ready for ongoing monthly bookkeeping, Thomas Ledger Group helps you build a stronger financial foundation.
For businesses starting fresh or building the right foundation
If you are starting a new business or have been operating without a proper bookkeeping system, getting QuickBooks Online set up correctly from the start saves time, money, and headaches later. This is a project-based service scoped to your business complexity.
For businesses with messy or behind books
If your books are behind, categorized incorrectly, or have never been properly reconciled, a cleanup project brings everything current and corrects the foundation before moving into ongoing monthly bookkeeping.
Ongoing reconciliations and monthly financial reports
Monthly bookkeeping keeps your books current, reconciled, and organized so you always have accurate numbers. Each month you receive clean financial statements and organized reporting — without having to manage it yourself.
Specialized support for contractors and trades businesses
Trades and contractor businesses have bookkeeping needs that go beyond standard monthly work. Job costing, subcontractor tracking, and 1099 support are available as add-on services and are scoped separately based on your operation.
Book a discovery call. We will review your current bookkeeping situation and recommend exactly what makes sense for your business.
Book a Discovery CallIf your books are behind, messy, or unreliable, a cleanup project gives you a clean foundation — and a clear path to ongoing monthly bookkeeping.
Cleanup and catch-up bookkeeping is the process of reviewing, correcting, reconciling, and organizing your books — often covering months or years of transactions that were never properly handled.
This is a project-based service. Once your books are clean and current, it becomes much easier to maintain accurate monthly bookkeeping going forward — and to provide useful financial reporting to you, your CPA, or your lender.
If your books have never been reconciled or were handled inconsistently, a cleanup project is typically necessary before starting monthly bookkeeping. Starting monthly work on a broken foundation compounds the problem — cleanup first ensures your numbers mean something.
We talk through your situation — how far behind you are, what software you use, what the books look like, and what you need going forward.
We review your QuickBooks file, transaction history, account reconciliations, and any prior categorization work to understand the scope of cleanup needed.
We provide a clear written scope of work and pricing based on the actual complexity — months behind, number of accounts, transaction volume, and cleanup difficulty.
We work through the cleanup systematically — reconciling accounts, correcting categorizations, and bringing your books fully current.
When cleanup is complete, your books are current and organized. At that point, we can move into ongoing monthly bookkeeping or hand off clean books to your CPA.
Cleanup projects are custom-scoped because every situation is different. The complexity of a cleanup depends on several factors:
Pricing is provided in writing after the discovery call and books review. We do not list prices on the website because a proper scope requires reviewing your actual situation first.
Book a discovery call. We will look at where your books are now and tell you exactly what it takes to get them clean and current.
Book a Discovery CallOngoing monthly bookkeeping with reconciliations, financial statements, and organized reporting — so your books are always current and you can make confident decisions.
Every month, we reconcile your accounts, categorize transactions, and deliver organized financial statements. You receive clean, current books without having to manage it yourself.
All bank accounts and credit cards reconciled each month so your books match your actual balances.
Every transaction reviewed and categorized correctly for accurate reporting and clean books.
Profit & Loss and Balance Sheet delivered each month so you know exactly where your business stands.
Clean, organized reports your CPA can work with at tax time — no scrambling or catch-up needed.
Being clear about scope sets the right expectations from the start.
| Service | Included |
|---|---|
| Monthly bank and credit card reconciliations | ✓ Yes |
| Transaction categorization | ✓ Yes |
| Monthly Profit & Loss and Balance Sheet | ✓ Yes |
| Email-based communication | ✓ Yes |
| QuickBooks Online maintenance | ✓ Yes |
| Tax preparation or tax filing | ✗ Not included |
| Payroll processing | ✗ Not included |
| Job costing / subcontractor tracking | + Add-on (trades) |
| 1099 tracking and filing | + Add-on |
Monthly bookkeeping is custom-priced because businesses vary significantly in size, transaction volume, number of accounts, and reporting complexity. We do not use flat-rate pricing that ignores these differences.
After a discovery call and review of your QuickBooks file, we provide a clear monthly scope and pricing recommendation in writing.
If your books are currently behind or have never been reconciled, a cleanup project is typically completed first. Monthly bookkeeping on a clean foundation delivers accurate, reliable results. Monthly bookkeeping on a broken foundation does not.
Our engagement model is built around email-first communication. This keeps everything documented, organized, and easy to reference. At the start of an engagement, scheduled calls may be needed for onboarding or discovery. Ongoing calls are available by appointment when needed — not on an unscheduled "call anytime" basis.
This structure protects focus time so we can deliver accurate, quality bookkeeping work — not just fast replies.
Book a discovery call. We will talk through your current situation and show you what organized, current monthly bookkeeping looks like for your business.
Book a Discovery CallTrades and contractor businesses have financial complexity that standard bookkeeping often misses — job-based revenue, subcontractor payments, material costs that need to be tied to specific projects, and 1099 obligations that come at year end.
When books are not set up for the way a trades business actually operates, the reports are not useful. You end up with a Profit & Loss that does not tell you which jobs were profitable and which were not.
Thomas Ledger Group understands how trades businesses work — and sets up bookkeeping that reflects your actual operations.
Track income and expenses by job so you know which projects are actually profitable.
Organized tracking of all subcontractor payments throughout the year — no scrambling in January.
1099 tracking and filing for subcontractors and independent contractors. Available as an add-on service.
Project-based financial reporting so you can see performance by job, crew, or service type.
Many trades businesses come to us with books that were never set up correctly for job costing, or with subcontractor payments that were not tracked through the year.
If you are behind on 1099s, have subcontractor payments scattered across different categories, or cannot see job-level profitability in your books — a cleanup project is the right starting point. We correct the foundation before moving into ongoing monthly work.
Trades bookkeeping is almost always custom-scoped because the complexity varies significantly. A small two-person plumbing operation with five jobs per month is very different from a roofing company with twenty active jobs, twelve subcontractors, and material invoices across multiple vendors.
After a discovery call and review of your books, we provide a clear scope that reflects your actual operation — including which add-ons (job costing, 1099 tracking, project reporting) make sense for your business.
Book a discovery call and let's talk through your operation — what you track, where the gaps are, and what bookkeeping should look like for a business like yours.
Book a Discovery CallThomas Ledger Group works alongside CPAs and Enrolled Agents to provide clean, organized, current bookkeeping — so your clients arrive at tax time prepared, not scrambling.
When your clients have clean, reconciled, organized books — your tax season runs more smoothly, your clients are less stressed, and your time is spent on higher-value work.
Your clients arrive with organized, reconciled books and monthly financial statements already in place. No scrambling, no shoe boxes, no catch-up.
We handle bookkeeping and financial organization only. We do not prepare or file taxes. You stay in your lane, we stay in ours.
Email-first, organized, and documented. We communicate professionally with both clients and their advisors — no loose threads.
If you have contractor or trades clients who need job costing, subcontractor tracking, or 1099 support — we have experience with those workflows.
We work remotely with clients anywhere in the country. If you have clients outside your immediate area who need bookkeeping, we can serve them.
All client work is done in QuickBooks Online. You and your team already know the platform — access is straightforward if you need to review client files.
When you refer a client to Thomas Ledger Group, you are putting your name behind the recommendation. We take that seriously. Here is what we commit to on every engagement.
Every account reconciled each month — no skipped months, no backlogs building up.
Profit & Loss and Balance Sheet delivered monthly. Clients know their numbers before they talk to you.
Clients arrive at tax season with organized, current, and reconciled books — ready to hand off.
Everything documented and organized. No unscheduled calls, no missed messages, no confusion.
We do not provide tax guidance, recommendations, or advice. That is your domain and we respect it.
If you need to access a client's QBO file, it will be organized and readable — not a mess.
Thomas Ledger Group is best suited for clients who are growing, serious about their finances, and ready for organized monthly bookkeeping.
Being clear about what we do not do protects your client relationship and ours.
We handle bookkeeping and financial organization. You handle tax. Clean division — no stepping on each other's work.
If you have clients who need clean, organized bookkeeping — or if you want to learn more about how we work before making a referral — reach out and let's connect.
Get in TouchThomas Ledger Group helps business owners get clean books, clear reporting, and more confidence in their numbers — nationwide.
Thomas Ledger Group is a remote bookkeeping firm serving growing businesses across the country. We provide QuickBooks setup, cleanup and catch-up bookkeeping, and ongoing monthly bookkeeping with clean financial reporting.
We work with service-based businesses, professional services, local businesses, and trades companies — any business that is serious about its finances and wants organized, accurate books delivered on a reliable schedule.
Our firm is built around a clear model: organized monthly bookkeeping, email-first communication, scheduled calls only, and scoped pricing based on each client's actual situation. No surprises. No "call anytime" expectations. No flat-rate pricing that ignores the complexity of your business.
We believe bookkeeping should reduce stress, not create more of it. When your books are clean and current, you can make better decisions, work more confidently with your CPA, and spend less time wondering if the numbers are right.
Every engagement begins with a discovery call and books review. We do not start work without a clear, written scope that both sides understand.
Primary communication is through email so everything is documented. Scheduled calls when needed — never unscheduled.
If books are behind or messy, cleanup happens first. Monthly bookkeeping on a broken foundation does not work — cleanup does.
We handle bookkeeping and financial organization only. Tax questions are directed to your CPA or EA. Clean division of responsibility.
We do not use flat-rate pricing. Every scope reflects the actual size, complexity, and needs of your business.
Clear scope, clear communication, clear expectations. Every engagement is organized before it starts and stays organized throughout.
Books that are wrong are worse than no books at all. Accuracy is the standard, not a goal — and it requires protected time and structured work.
We do what we say. We scope what we mean. We deliver what we commit to. No hidden scope creep, no vague promises.
Bookkeeping that scales with your business. Whether you are at $500k revenue or growing past $5M, the structure supports where you are going.
We work with clients who value professionalism, clear communication, and organized financial management. We are not the right fit for everyone — and that is intentional.
You should not dread tax season or feel uncertain about your numbers. Clean books and reliable reporting make the financial side of your business feel manageable.
We are selective about who we work with because the right client fit leads to better outcomes for everyone.
Book a discovery call. We will review your situation and tell you exactly what organized, reliable bookkeeping looks like for your business.
Book a Discovery CallAnswers to the most common questions about how Thomas Ledger Group works, what we offer, and who we serve.
Book a discovery call. It is the best way to understand what working with Thomas Ledger Group looks like for your specific business.
Book a Discovery CallTell us about your business and your current bookkeeping situation. We will follow up to schedule a discovery call and talk through what clean, organized bookkeeping looks like for your business.
The discovery call is not a sales pitch. It is a working conversation where we learn about your business, understand your current bookkeeping situation, and figure out what kind of support makes sense.
After the call, we review your QuickBooks file or current setup and provide a clear written scope and pricing recommendation. You decide what works from there.
Note on communication: After submitting this form, you will receive an email response to schedule the call. We do not make unscheduled outbound calls. Everything is by appointment.
Fill out the form and we will follow up by email within one business day.
We will follow up by email within one business day to schedule your discovery call.