What we handle
Your bookkeeping is the foundation of your finance system. We make sure it’s clean, consistent, and built for how service firms operate.
- Daily bookkeeping
- Monthly bookkeeping cycles
- Operational bookkeeping
- Compliance & documentation
Bookkeeping becomes a dependable engine, not a monthly fire drill.
Daily bookkeeping
Why clean bookkeeping matters
Bookkeeping is more than categorizing transactions. It shapes every financial decision your firm makes.
Accurate books → Accurate accounting
Your month-end close is only as good as your daily categorization.
Clear data → Confident decisions
Pricing, hiring, capacity planning, everything becomes easier with clean daily books.
Better compliance → Lower risk
Tidy documentation keeps your records clean and audit-ready.
Real-time visibility → No more surprises
You always know cash position, outstanding invoices, and payables.
Bookkeeping becomes something you trust, not something you chase.
How our bookkeeping process works
We build a predictable daily and monthly cycle that keeps your books accurate year-round.
We review past books, fix errors, rebuild categories, and set up clean structures.
We handle categorization, reconciliations, receipts, payables, and receivables.
All reconciliations, adjustments, provider costs, payments, and revenue mapping are completed cleanly.
Everything aligns with accounting, payroll, and tax, no conflicting numbers.
You get books that are clean, timely, and fully usable for decision-making.
What you get every month
A simple overview of what changed, what improved, and what needs attention.
Your entire month’s activity categorized and reconciled.
Invoices created, followed up, and tracked. Vendor bills processed on time.
Know which clients and projects are profitable, and which aren’t.
All receipts, vendor documents, and monthly reports stored neatly.
Who we support
- Consulting & advisory
- Creative & digital agencies
- Legal & compliance practices
- Healthcare clinics
- IT & technical services
- Nonprofits & foundations
Part of a connected finance system
What service leaders say
We used to spend 15 hours a month chasing receipts and fixing categorization errors. Now it's zero.
— Operations Manager, Digital Agency (28 employees)
Our old bookkeeper was always a month behind. Ledgrix closes our books by the 5th.
— CFO, Healthcare Group (3 locations)
Yes, especially for service firms, accrual is our default.
Yes. Cleanup is part of onboarding if needed.
You simply upload them, we categorize, match, and store them.
Yes. We manage both so you never deal with mismatched numbers.
Absolutely, Stripe, PayPal, Square, CRM-based billing, and more.
1–3 weeks depending on complexity.
Bookkeeping that supports every part of your firm
Ledgrix gives you a bookkeeping system that works, so your accounting, tax, and payroll stay smooth and consistent.