Your Questions, Answered

  • The Ledger Nest is built for small businesses and independent entrepreneurs — product-based businesses, service providers, studios, solo practitioners and more.

  • Both! If your books just need a one-time catchup, I can do that as a standalone project. If you’d like to move into monthly bookkeeping afterward, that’s always and option too. Pricing is custom based on your transaction volume and how far behind things are, so we’ll go over the details during your consultation.

  • I primarily work in QuickBooks and Excel, and I’m comfortable adapting to other platforms depending on what you’re already using or prefer.

  • The Ledger Nest focuses on bookkeeping by keeping your books clean, accurate and organized year-round. All client’s books will be tax-ready, but for Premium clients, I provide a tax-ready summary spreadsheet at year-end with everything your tax preparer (or you) needs.

  • Premium includes a higher transaction volume, a monthly check-in call, cash flow tacking and a year-end tax-ready summary.

  • Schedule a free consultation and we’ll take it from there.