Bookkeeping Questions, Answered

We quote monthly bookkeeping as a flat monthly fee, agreed before any work begins. We quote catch-up and cleanup projects as a fixed project fee based on your needs and a review of your books.

Every set of books is a little different, so we like to look at yours before putting a number to it.

We’ll discuss your needs, provide a broad pricing range when possible, and explain the next steps toward a formal quote.

After that, we review your books, so the quote we send matches what your books need. You receive a clear scope and price before work begins, and if we identify additional work outside that scope, we discuss any proposed changes with you and obtain your approval before proceeding.

A flat monthly fee makes it easier to budget for your bookkeeping. Your personalized plan outlines the work and level of support included. If your needs change, we discuss any adjustments with you before changing the scope or fee.

Monthly services run month to month, with no long-term commitment. A written service agreement outlines the scope, fees, responsibilities, and cancellation process, including any required notice. Catch-up and cleanup projects are scoped and priced separately before work begins.

It starts with a conversation, and you are welcome to bring your books exactly as they are. We will talk about your business, what you need, and how we can help.

The first month looks a little different from the months that follow. We review your opening balances and your existing file before routine work starts, so every report after that starts from numbers we have checked.

If your books are behind or need significant corrections, we discuss any catch-up or cleanup work with you and agree on a separate scope and fee before proceeding.

Once access is set up, we retrieve bank and credit card statements directly where available. You provide receipts, supporting documents, and details about transactions that need clarification through QuickBooks Online or a shared Google Drive folder. We group questions where practical to make responding easier.

We work remotely in your own QuickBooks Online file and meet on scheduled calls rather than office visits. Ledger & Logic is based in Lorton and works with small businesses across Northern Virginia. Because everything happens in QuickBooks Online, we can help clients anywhere in the country.

You do, on your own subscription, with permissions you control and can revoke at any time. If we ever part ways, you change the access, and your file stays exactly where it is.

Some clients like a monthly call to walk through the reports together, and others prefer to check in less often. You work with the same point of contact throughout, so we get to know your business and how you like things done.

Each month we reconcile the business bank and credit card accounts included in your plan, categorize your transactions, and prepare a profit and loss statement and a balance sheet. We agree on your personalized plan at the beginning, so you always know what to expect and when.

Payroll, accounts payable, and accounts receivable are available as additional services within your bookkeeping plan. We would be glad to talk through which ones fit your business.

Yes. Job costing requires its own setup, and ongoing job-costing work can be added to your monthly bookkeeping plan. It tracks revenue and costs against each project, so you can see how each job performed.

It takes deliberate setup in QuickBooks Online, and it works best when costs are coded to jobs as they happen. We will walk through that part with you.

Yes. Cleanup can include correcting the chart of accounts, sorting out miscategorized transactions, correcting duplicate entries, and reconciling accounts as needed.

We work in QuickBooks Online, on your own subscription. If you use something else or work from spreadsheets, we can talk through what moving over would involve and whether it makes sense for you.