The Creative Ledger Request a quote

Remote bookkeeping & day-to-day accounting support · Serving clients nationwide

Your books, closed and current by the tenth of every month.

Remote monthly bookkeeping for small businesses and new companies anywhere in the United States — reconciled accounts, statements you can actually read, and a year-end package your CPA won't send back.

Request a quote See what's included
What you hand over
What you get back
RECEleven months of bank and card feeds nobody has matched
RECEvery account reconciled to the statement, every month
EXPA glovebox and three inboxes full of receipts
EXPTransactions coded to a chart of accounts that fits your business
A/RInvoices you meant to send in March
A/RInvoices out on schedule and past-due accounts followed up
A/PBills you're fairly sure got paid
A/PPayables entered and queued — you click approve, I never move the money
F/SChecking the bank balance and calling it a profit number
F/SP&L, balance sheet and cash flow by the tenth, with a plain-English note
YEA January spent rebuilding the year from memory
YE1099s filed and a tied-out year-end file handed straight to your CPA
Balance forward
In balance ✓

Services

Three ways to work together.

Most clients start with a cleanup, move onto a monthly plan, and add controller support once they're big enough to need it. You can start anywhere.

Monthly bookkeeping

Flat monthly fee

The recurring work that keeps the books current so nothing has to be rebuilt later.

  • Bank, credit card and merchant account reconciliation
  • Transaction coding and journal entries
  • Accounts payable — entry, coding, scheduled for your approval
  • Accounts receivable — invoicing, payment application, collections follow-up
  • Payroll processed through your provider
  • Sales tax preparation and filing
  • Monthly close and financial statement package

Catch-up & setup

Fixed-price project

For books that are behind, were never set up right, or still live in a spreadsheet.

  • Catch-up bookkeeping — months or years of backlog
  • Cleanup and correction of an existing file
  • Chart of accounts built for how you actually operate
  • QuickBooks Online or Xero setup and migration
  • Connecting the stack — receipt capture, bill pay, payroll, POS
  • Prior-year tie-out ready for your CPA

Controller support

Monthly or by project

Once the books are reliable, the numbers can start answering questions.

  • 13-week cash flow forecasting
  • Budget vs. actual with variance commentary
  • KPI reporting built around your margins
  • Job costing and project profitability
  • Month-end close checklist and calendar
  • Basic internal controls for small teams

Who I work with

Small businesses whose books have a specific shape.

Every industry breaks its books in a different place. These are the ones I know where to look.

Contractors & trades

Job costing, retainage, work-in-progress schedules, and keeping subcontractor 1099s straight all year instead of in January.

E-commerce

Channel-by-channel reconciliation, merchant fees and payout timing, sales tax across states, inventory and true COGS.

Restaurants & cafés

Daily sales journal entries, tip and payroll allocation, food and labor cost percentages you can act on weekly.

Agencies & consultants

Project profitability, contractor spend, deferred revenue on retainers, and knowing which clients actually pay for themselves.

Professional services

Clean owner-draw and reimbursement handling, partner distributions, and a balance sheet that survives a lender's questions.

Brand-new companies

Set up correctly on day one — entity separation, a chart of accounts that scales, and habits that keep cleanup work from ever being necessary.

Scope

What I don't do, stated up front.

Knowing where the work stops is part of doing it well. If you need something on this list, I'll tell you early and point you to someone who does it.

  • Prepare or file income tax returns
  • Give tax advice or represent you before the IRS or FTB
  • Perform audits, reviews, or compilations
  • Issue any opinion or assurance on your financial statements
  • Sign on your bank accounts or move your money
The money stays yours to move.

I prepare payments and queue them; you're the only approver, and I'm never a signer on your accounts. For a business too small to separate those duties internally, having your bookkeeper outside the payment chain is the single cheapest control you can put in place.

How it starts

Three steps, about a week.

STEP 01

A 20-minute call

What you sell, how money comes in, what software you're on, and how far behind things are. No charge and no pitch deck.

STEP 02

I look at the file

You give me read-only access to your books for a couple of days. I come back with what shape it's in and a fixed quote — cleanup separately, monthly separately, both in writing.

STEP 03

Onboarding

Engagement letter, access set up, close calendar agreed. First statement package lands by the tenth of the following month.

Get in touch

Tell me where the books are now.

Behind, messy, or fine and you just want them off your plate — all three are normal. I reply to every inquiry within one business day.

I'll reply within one business day. Nothing you send here is shared with anyone.