We close your last month. Free.
Send us last month's bank statements and bills. Within 7 business days we send back finished books for that month. Put them next to what your bookkeeper sent you, then decide.
No card and no contract. You owe us nothing for the free month.
Last month's paperwork, as untidy as it is.
Photos, PDFs and scans are all fine.
- Bank statements for last month, for every account the business uses.
- Credit card statements for last month.
- The bills and receipts you have for that month.
- A list, or copies, of the invoices you sent out that are still unpaid.
- If you use QuickBooks or Xero, an export of last month from it.
Keep your bookkeeper's version to yourself. You do not need to send it, and the comparison is fairer if we have not seen it.
When you ask for the free month, we set up a free private workspace for you and send a sign-in link. You upload the files there (Setup, Upload your files). Please do not email bank statements or send them through the contact form.
Finished books, within 7 business days.
Three things, in plain English.
1
A one-page summary
What came in, what went out, and what we found.
2
The month's books
Every transaction sorted, receipts matched, and agreed to your bank statement. A spreadsheet file your accountant can open.
3
A short list of issues
Possible overcharges, charges that appear twice, invoices still unpaid, and anything we could not match, with a question for you on each.
The 7 business days start when we have everything on your list. If something is missing, we tell you what. A person reviews every month before it goes out.
Put it next to what your bookkeeper sent you.
Do the totals agree? Did we find anything they did not? Did yours arrive on time? If our books match theirs, you have learned your bookkeeper is doing well, and you owe us nothing. If you like, we go through ours with you on a short call.
What the free month is, and is not.
What is covered
- One company.
- One calendar month, your most recent complete one.
- Up to 300 bank and card transactions.
- If last month was bigger, we tell you before we start and agree what to do.
What it is not
- We do not file tax returns or sign off on your books. That stays with your accountant, and we work alongside them.
- There is no live bank connection. We work from the statements you send.
- Catching up older months is a separate job, agreed in writing first.
Your files
- We use them to prepare your month.
- If you do not become a client, we delete them within 90 days, and sooner if you ask. Encrypted backup copies are removed within a further 30 days.
- More in our privacy policy.
The regular price, up front.
Ledger is $499 a month for one company and up to 300 bank and card transactions a month, plus a one-time $499 setup. Or $4,990 a year (two months free), with setup waived. Month to month, cancel any time. Larger books are quoted before we start. Catching up months that are not yet booked is $250 per month of backlog, agreed in writing first.
Ask for your free month.
Tell us your name, your email and a line about your business. We set up a free private workspace for you and send a sign-in link, where you upload your files. The form itself does not take files.