21st Century Services

For Real Estate Professionals and Independent Contractors

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Tier 1: Ledger Lite

Perfect for solopreneurs or service providers who just need the basics.

💼 Includes:

Categorizing up to 50 transactions/month
1 Business Bank/Credit Card account
Quarterly financial statements (P&L, Balance Sheet)
Year-end tax prep support

🔁 Ideal for: freelancers, independent contractors, or new business owners.

Tier 2: Ledger Plus

Designed for growing businesses with multiple accounts and increased activity.

📊 Includes everything in Ledger Lite, plus:

Categorizing up to 150 transactions/month
Up to 3 accounts (Bank/Credit Card)
Custom chart of accounts
Monthly financial statements (P&L, Balance Sheet)
Quarterly review meeting
Light payroll or contractor tracking (up to 3 people)

🔁 Ideal for: small teams, real estate agents, or active service businesses.

Tier 3: Ledger Pro

Full-support bookkeeping for established or scaling businesses.

📈 Includes everything in Ledger Plus, plus:

Categorizing up to 300 transactions/month
Multiple accounts
Monthly review meeting
Advanced job or property tracking
Integration support (Stripe, Square, etc.)
Custom reporting

🔁 Ideal for: multi-agent teams, property managers, or businesses with complexity.

Add-On Services

Build your perfect package with these optional upgrades.

🧾 Historical Cleanup
📌 Catch-up Bookkeeping
⚙️ QBO/Xero Setup

How It Works From First Call to Clean Books

Here's What to Expect

1. Free Discovery Call

We'll chat (30-45 min) to discuss your business, your goals, and the challenges you're facing. No pressure-just a real conversation.

2. Custom Fit & Proposal

Based on what you need, I'll recommend a service tier (or create a custom plan) and send you a proposal outlining scope and pricing.

3. Onboarding & Access

Once you're ready, I'll guide you through a smooth onboarding process-gathering any needed logins, documents, or software access.

4. Cleanup or Catch-Up (If Needed)

If you're behind, I'll bring your books up to date before regular service begins-quickly and confidentially.

5. Ongoing Bookkeeping Begins

We'll start your monthly service cycle. You'll get clear reports, answers to your questions, and peace of mind-without lifting a finger.

What You Won't Need to Do

No spreadsheets

No late-night receipt sorting
No guessing at tax time

I've got it handled so you can focus on running your business.

❓Frequently Asked Questions

What if I have more than 300 transactions per month?

That's no problem! I can create a custom package tailored to your activity level and business needs.

I'm behind on my books-can you help me catch up?

Yes! I offer catch-up and cleanup services for past months or even years. We'll get you back on track quickly and efficiently.

Do you work with real estate agents and investors?

Absolutely-that's my specialty! I understand property tracking, agent commissions, and what real estate professionals need from their books.

What software do you use?

I work with QuickBooks Online, Xero, and other tools like Hubdoc, and Gusto. If you're not sure which one's right for you, I can help guide the setup.

What if I only need help a few times a year?

I offer limited engagement and advisory services for quarterly reviews, year-end reporting, or setup/training. Book a free call to discuss your needs.