How It Works
We make bookkeeping simple, smart, and stress-free. Here's what working with Modern Ledger looks like.
Step 1: Complimentary Financial Systems Diagnostic
We take a deep dive into your existing records, tools, and processes to pinpoint inefficiencies and missed opportunities. Even if you're using a spreadsheet or a shoebox — we'll help clarify what's working and what's not.
Step 2: Proposal
You'll get a clear, customized quote — no hidden fees, no one-size-fits-all plans.
Step 3: Setup
We get your systems and processes ready to run cleanly from this point forward — tools, categories, automations, and chart of accounts.
Step 4: Clean-Up
If your books are behind or disorganized, we'll go back and bring everything up to standard — so your foundation is solid moving forward.
Step 5: Transaction Processing & Support
We handle your transactions, bank feeds, and provide day-to-day support whenever you need clarity.
Step 6: Reports & Insights
You receive monthly reports, performance snapshots, and a clear picture of what's working.