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
($137/Month)
Up to 50
P&L only (Quarterly
Not Included
Email Support only
Year-end Checklist
No
No
No
No
No
Essential Plan
($237/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
($447/Month)
Up to 200
Full Report Monthly
Included
Monthly Strategy Call
Full Support
Priority Chat/Email
Up to 2 Account
No
Partial
1x/quarter
Pro Plan
(From$647/Month)
200
Custom Reporting
Incuded
Biweekly or Custom
Full Support
Dedicated Acct. Manager
Multiple Accounts
Yes
Yes
Ongoing
Lunch Kit
(From $150/Month)
-
-
-
-
-
Email Support
-
Yes
Yes
Yes
Our Services
Whether you’re launching your first business or scaling an existing one — Ledgerly helps you clean up, set up, and level up.
Let’s Take the Stress Out of Your Finances
Let's Work
Together
support@ledgerlyservices.com
123-456-7890
500 Terry Francois Street,
San Francisco, CA 94158
Serving All of Georgia and beyond.