From the founderExample note
“You should never have to guess where last month’s money went.”
DanaFounder and lead bookkeeper
Bookkeeping for small businesses · Richardson, TX
Know your numbers by the 10th. Every single month.
Monthly bookkeeping for owner-run businesses. Prices on the page, one named bookkeeper, books closed on time.
Hours belowTodayRichardson office · clients across DFW
QuickBooks Online and Xero · Read-only bank access · Tax-ready file for your CPA · Hablamos español Example
On the calendar this month
Example- Day 5Question lists go out: one message, reply when you can.
- Day 20Texas sales tax is due for monthly filers.
- Oct–NovYear-end review calls are open for booking.
Why owners switch to us
Clarity you can plan around.
The trust block the best bookkeeping firms lead with. Example copy for this demo firm.
Example trust block
Prices on the page
No “call for a quote.” You see the monthly price before we talk.
One named bookkeeper
The same person every month, not a ticket queue.
Closed by the 10th
Profit and loss, balance sheet and cash report, every month.
Read-only access
We see your bank feeds. We can’t move your money.
Who does your books
Example names- Dana K.Founder · restaurants and salons
- Omar S.Bookkeeper · contractors and trades
- Lupe R.Client lead · English and Spanish
The photo is a sample with invented people. On a live site, this is the real crew.
Published prices
Monthly prices, on the page.
Publishing prices is the rarest trust move in this industry. These are example prices for the demo firm.
Example prices
Essentials
ExampleUp to $50K a month in sales · 2 accounts
$425/month
- Monthly reconciliation
- P&L and balance sheet by the 10th
- Email answers within 1 business day
Growth
ExampleUp to $250K a month · 6 accounts
$795/month
- Everything in Essentials
- Bill pay and invoicing
- Sales tax filing
- 20-minute monthly review call
Full-charge
ExampleMulti-location or over $250K a month
$1,450/month
- Everything in Growth
- Payroll coordination
- 13-week cash-flow forecast
- Year-end package for your CPA
Behind on your books? Catch-up work is quoted once, in writing, before monthly starts.
A month with us
What a month with us looks like.
The same four beats, every month. You always know what happens next.
- Days 1–3
We pull the month
Bank and card feeds come in. Receipts you snap go straight to your file.
- Day 5
One short question list
Anything we can’t categorize, in one message. Reply when you can.
- Day 10
Books closed
Profit and loss, balance sheet and cash report in your inbox.
- Day 12
Your review call
Twenty minutes on what changed and what’s coming. Growth plan and up.
Industries we know
ExampleRestaurantsSalons and spasContractors and tradesMedical and dental officesReal estateOnline storesAuto shopsNonprofits
Centera installs · Front desk
How the front desk answers a behind-on-books call.
An owner calls in March, six months behind. The desk answers without judgment and books the fit call.
- Answers in English or Spanish
- Quotes the published monthly prices
- Books the fit call and texts the bookkeeper
One of our people checks every call.
Language of this call:
Example call
Ledgerly Bookkeeping
Front desk · EN/ES
Incoming call · Mon 9:30 AM
Ledgerly Bookkeeping. You’re talking to an AI. This call may be recorded.
I’m six months behind, and taxes are coming.
That happens a lot. We catch you up first, then go monthly.
What does monthly cost?
From $425 a month. Your price is confirmed on a 20-minute call.
Thursday afternoon?
Fit call request: Thu 2 PM · 6 months behind · the team gets a text
Centera installs · Booking
Book a 20-minute fit call.
Three short steps. Demo form: nothing is sent.
Before the call
- Have last month’s bank statement handy
- We’ll tell you which plan fits, or if you don’t need us yet
- No card and no contract to book the call
Example
Centera installs · Review replies
Every review gets a reply in Ledgerly’s voice.
On a live install, the customer’s real review sits on the left. This demo invents none: the reply on the right is a marked example of the voice.
The reviewLive install only
The customer’s own words show here, pulled from the Google Business Profile the day they post.
Nothing is made up here: no invented customer words or names on demo pages.
The reply, in Ledgerly’s voiceExample
Thank you for trusting us with your books. Knowing your numbers early is exactly what the close is for. Talk soon on your review call.
— Dana K., Ledgerly Bookkeeping · the founder approves every reply before it posts
Hours
Office hours, and when we pick up.
Hours belowExample hours
- Monday–Thursday8:30 AM–5:30 PM
- Friday8:30 AM–3 PM
- Saturday–SundayClosed
Central Time. The open or closed label updates by itself.
The office
Ledgerly Bookkeeping
1500 Sample Blvd, Suite 210, Richardson, TX 75080
(972) 555-0118 Example number
Most of the work is remote: bank feeds, receipts and one call a month
Centera
Want this for your business?
The front desk, booking form and review replies on this page, set up for your business.