What We Do

Bank & Credit Card Reconciliation

Avoid costly errors, eliminate guesswork, and stay audit-ready at all times.

Financial Reporting

• Monthly delivery of P&L, Balance Sheet, and Cash Flow Statement

• Comparative and trend reports upon request

• Custom reports based on business goals

Monthly Bookkeeping

Accounts Payable

Accounts Receivable

• Categorization of all income and expenses

• Maintenance of the general ledger

• Monthly transaction reviews and cleanup

• Cash vs accrual tracking as needed

With accurate and organized records, you’ll always know exactly where your business stands—ensuring smoother cash flow management and strategic planning.

• Reconciliation of all bank and card accounts

• Detection and resolution of discrepancies

• Verification of all incoming and outgoing funds

With clear and timely reports, you’ll make smarter, data-driven decisions that guide your growth and maintain financial health.

• Recording of bills and outgoing payments

• Categorization for tax readiness

• AP ledger maintenance

Stay organized and avoid late fees or penalties, ensuring your business operates efficiently and with full financial transparency.

• Recording of customer invoices and payments

• AR aging summaries

• Support for tracking overdue accounts

Stay on top of your receivables and ensure your business maintains healthy cash flow with accurate, up-to-date records of payments and outstanding balances.

Ready to gain clarity and take control?

Book a no-obligation discovery call with us today, and let’s explore how Ledgion can help you achieve financial clarity and sustainable growth.

We Transform Your Business with Expert Bookkeeping

Ledgion provides essential, no-fluff bookkeeping and accounting support to help you keep your business financially sound and ready to grow. Every service is delivered by certified professionals and guided by proven processes.

Frequently Asked Questions

How does the onboarding process work?

We hit the ground running with a focused, one-week onboarding—completely free. During this time, your dedicated account manager gets familiar with your systems, processes, and tools to ensure a smooth transition. We don’t start billing until your expert is fully up to speed and ready to deliver value.

What’s included in your flat-rate pricing?

Everything you need to stay organized and informed—monthly reconciliations, timely reporting, expert support, and proactive communication. All for one predictable price. No hidden costs. Ever.

Do I need to use QuickBooks Online?

Nope! While we’re QuickBooks pros, our team is also certified in Xero, Gusto, and other popular accounting tools. We’ll work within your existing system so you don’t have to switch unless you want to.

Can you help clean up my messy books?

You bet! Whether you're years behind or just a little out of sync, we’ll get your books back on track—quickly and accurately. And the best part? You’ll continue working with the same dedicated pro who did your cleanup, so your books stay in great shape moving forward.

Is my financial data safe?

We take your data security seriously. We follow strict confidentiality policies, implement secure access controls, and use trusted tools to help protect your information at every step.

Who will I be working with?

You’ll be paired with a certified Client Account Manager who brings years of experience and a proactive mindset. They're sharp, dependable, and fully invested in helping your business thrive—day in and day out.

Still have questions?

Contact us today and see if we're the right fit for your business.