Our monthly bookkeeping services are designed to provide accurate, timely, and decision-ready financials. Services typically include:
Services are delivered based on the scope outlined in your signed proposal.
To ensure timely and accurate reporting, clients are expected to:
Timely client participation helps us meet reporting deadlines consistently.
Monthly financials are typically completed within 15–20 business days following month-end, assuming all required information has been received and there are no unresolved issues.
Bill pay, invoicing, and accounts receivable services are not included unless specifically outlined in your engagement. If these services are needed, Ledger Right can discuss add-on or expanded service options.
If discrepancies or unusual activity are identified, we will:
Any work outside of the agreed scope will be discussed and approved prior to completion.
Yes. Ledger Right provides tax preparation and filing services for both businesses and individuals. Our monthly bookkeeping services are designed to work in tandem with our tax services by ensuring your financial records are accurate, complete, and tax-ready throughout the year.
While bookkeeping and tax preparation are separate engagements, maintaining clean and timely books allows our tax team to:
If you are not currently engaged with Ledger Right for tax services, we are happy to discuss adding tax preparation and planning to your service package.
Clients are assigned a primary point of contact. Communication is typically handled via:
Our onboarding process is designed to ensure accuracy, efficiency, and alignment from the start. It typically includes:
This process helps establish a strong financial foundation and minimizes future issues.
Commonly requested items include:
We will provide a secure checklist and portal for uploading documents.
Onboarding timelines vary based on complexity and responsiveness, but most clients are fully onboarded within 2–4 weeks. Delays in document submission may extend this timeline.
If we identify cleanup needs during onboarding, we will:
Cleanup services are always discussed transparently and approved in advance.
We primarily work with cloud-based platforms such as:
If you are currently using a different system, we will advise on compatibility or migration options.
Once onboarding is complete:
For onboarding-related questions, please contact your assigned onboarding coordinator or email our support team accounting@ledgerright.com. We encourage proactive communication to ensure a smooth transition.
Ledger Right provides comprehensive tax preparation and filing services for:
Services include preparation, review, and electronic filing of applicable federal, state, and local tax returns in accordance with current tax regulations.
Required documentation may include:
Clients are provided with a secure portal and checklist to ensure efficient document collection.
To ensure timely filing, we recommend submitting all required documents as early as possible. Internal deadlines will be communicated in advance, particularly during peak tax season. Late or incomplete submissions may impact turnaround times.
Ledger Right follows a structured preparation and review process that includes:
Our goal is to deliver accurate, compliant, and defensible tax returns.
Yes. Tax planning is a core component of our services. Where applicable, we provide proactive guidance to help minimize tax liability, improve cash flow, and support long-term financial goals. Tax planning services may be included or offered as an add-on, depending on your engagement.
If you receive a notice from the IRS or a state taxing authority:
Representation or correspondence services may require a separate engagement.
Clients are assigned a primary point of contact and can expect communication through:
