Bookkeeping
Bookkeeping
Bookkeeping is the foundation of every clean tax return, confident decision, and calm financial year.
At All Digital Tax, bookkeeping is not about data entry — it’s about clarity, consistency,
and having numbers you can trust.
Whether you’re months behind, fully caught up, or somewhere in between, our focus is on giving you a system
that supports real business decisions — not just compliance.
Who We Serve
Is Bookkeeping a Fit for You?
This service is built for business owners who want reliable, month-to-month clarity
and a system that takes the mental load off their plate.
- Service-based business owners who want clean books without spending hours managing them.
- Sole proprietors or LLC owners who need accurate numbers for taxes, loans, or decisions.
- Entrepreneurs experiencing growth who need a more stable financial workflow.
- Anyone tired of inconsistent bookkeeping or mismatched reports.
If your bookkeeping feels noisy, overwhelming, or unclear, we can help bring calm and order back to it.
What’s Included
What Bookkeeping Includes
Clean, reliable books are built on a consistent workflow — not last-minute scrambles.
Here’s what you receive:
-
Monthly categorization & reconciliation.
Income, expenses, and balances are brought current and double-checked for accuracy. -
Transaction review & adjustments.
Unusual activity, missing items, and miscategorized entries are corrected. -
Financial reports.
Updated Profit & Loss and Balance Sheet reports delivered each month. -
Year-round support.
When paired with tax services, your bookkeeping flows directly into your returns
without cleanup surprises.
Bookkeeping pairs well with
Tax Strategy & Annual Tax Preparation
for a coordinated, year-round experience.
Process
How the Process Works
-
Onboarding & system review.
We review your platform, chart of accounts, and prior activity. -
Initial cleanup (if needed).
Any backlog or inconsistencies are resolved before monthly service begins. -
Monthly workflow.
You follow a simple process for uploading statements and documents. -
Reporting & communication.
Monthly reports are delivered with clear communication and support.
Pricing
Bookkeeping Pricing
Monthly pricing is based on transaction volume, number of accounts, platforms, and record condition.
Your scope and fee are confirmed after intake review and before work begins.
Modern Ledger – Essentials
Best for service-based businesses with steady activity that want clean, reliable books each month.
- Monthly categorization & reconciliations
- Modest number of bank & credit card accounts
- Monthly Profit & Loss and Balance Sheet reports
- Email support for bookkeeping questions
$350/mo
Modern Ledger – Plus
Designed for growing or multi-stream businesses that need higher-volume transaction management and coordination.
- Higher transaction volume and multiple accounts
- Support for multiple payment platforms
- Summary reporting when appropriate
- Coordination with tax preparation when applicable
$650/mo
Modern Ledger – Pro
For complex or multi-entity operations, catch-up needs, or higher-touch reporting requirements.
- Complex reconciliations or multiple entities
- Higher transaction volume and multiple platforms
- Cleanup/catch-up work may be required before monthly service begins
- Scope confirmed after review
Scoped after intake review. Pricing is confirmed prior to engagement.
Cleanup or catch-up work is quoted separately before monthly service begins. All pricing is provided upfront after review.
Common Questions
Frequently Asked Questions
Do you work inside my existing bookkeeping system?
Yes. We can work within your current setup or help you transition to a cleaner system.
What if I am months behind?
That’s common. We begin with a Cleanup & Back-Year Resolution project,
then move into monthly support.
Can bookkeeping be combined with tax services?
Absolutely. Pairing bookkeeping with tax preparation or strategy creates
a fully coordinated experience.
Next Step
Ready for bookkeeping that finally supports your business?
If you want reliable financial clarity without the overwhelm,
we’re here to help.