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 decision-making.
- Entrepreneurs experiencing growth and needing a more stable financial workflow.
- Anyone tired of inconsistent bookkeeping, missing categories, 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 get:
-
Monthly categorization & reconciliation.
Your income, expenses, and balances are brought current and double-checked for accuracy. -
Transaction review & adjustments.
We review unusual activity, missing items, or miscategorized entries to keep your reports clean. -
Financial reports.
You receive updated Profit & Loss and Balance Sheet reports every month. -
Support during the year.
If you pair this service with tax strategy or tax preparation, your bookkeeping flows directly into
your returns — no cleanup surprises at year-end.
Bookkeeping pairs well with
Tax Strategy & Annual Tax Preparation
if you want a coordinated, year-round experience.
Process
How the Process Works
-
1. Onboarding & system review.
We review your current setup, chart of accounts, platform (QuickBooks, Wave, etc.), and past activity. -
2. Initial cleanup (if needed).
If your books are behind or inconsistent, we perform a cleanup before moving into monthly service. -
3. Monthly workflow.
You receive a simple process for uploading statements, receipts, and relevant documents each month. -
4. Reporting & communication.
We deliver your monthly reports, flag anything unusual, and answer questions so you stay informed.
Pricing
Bookkeeping Pricing
Pricing depends on your transaction volume, number of accounts, platform, and whether cleanup is required.
Modern Ledger – Essentials
Best for service-based businesses with steady but moderate activity that want clean, reliable books
each month.
- Monthly categorization & reconciliations
- Up to a 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 more hands-on support and higher-volume
transaction management.
- Higher transaction volume and multiple accounts
- Support for multiple payment platforms
- Light KPI or summary reporting where appropriate
- Coordination with tax strategy & tax preparation
$650–$1,200/mo
Cleanup or catch-up work is quoted separately before monthly service begins, and all pricing is provided
upfront so there are no surprises during tax season.
Common Questions
Frequently Asked Questions
Do you work inside my existing bookkeeping system?
Yes. We can work with your existing setup or help you transition to a cleaner, more structured system
if needed.
What if I am months behind?
That’s extremely common. We start with a Cleanup & Back-Year Resolution project to get you current,
then we transition into monthly support.
Can bookkeeping be combined with tax services?
Absolutely — this is where bookkeeping really shines. Pairing bookkeeping with tax preparation or
tax strategy gives you 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.