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Features
Monthly Transaction
Financial Report
(P&L, BS, Cash Flow)
1099 Filing
Quarterly Check-ins
Tax Season Prep
Dedicated Support
Multi- Account Reconciliation
Business Registration Support
Funding Readiness Checklist
Customer Strategy Session
Stater Plan
($175/Month)
Up to 50
P&L only (Quarterly
Not Included
Email Support only
Year-end Checklist
No
No
No
No
No
Essential Plan
($275/Month)
Up to 100
P&L + BS (Quarterly)
Up to 5
30-50 min Quarterly Call
Partial Support
Limited
Single-Account only
No
No
No
Premium Plan
($475/Month)
Up to 200
Full Report Monthly
Included
Monthly Strategy Call
Full Support
Priority Chat/Email
Up to 2 Account
No
Partial
1x/quarter
Our Services
Let’s Take the Stress Out of Your Finances
Whether you’re launching your first business or scaling an existing one — Ledgerly helps you clean up, set up, and level up.
Support@LedgerlyServices.com
(888) 715-5334
3343 Peachtree RD NE
Suite 145-2909
Atlanta, GA 30326
Serving ALL of Georgia and beyond.
(888) 715-5334
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