California Bookkeeping for Small Businesses and Freelancers
Monthly bookkeeping, individual tax preparation (W-2 & Schedule C), and QuickBooks Online support. Done accurately and on time.
Clients who prefer to communicate in Spanish can also count on full support from our bilingual team.
We are proud of our exceptional customer service
Expert Bookkeeping Team
QuickBooks-certified professionals dedicated to keeping your finances clear and organized.
Personalized Service
Tailored bookkeeping setup and reports built around your goals. No cookie-cutter templates.
Clear Communication
Friendly updates and easy-to-read financial summaries every month. Email or chat anytime.
What We Offer
Monthly Bookkeeping in 4 Steps
Four simple steps. Your books reconciled, reviewed, and delivered within the first 7–10 days each month.
STEP 1
Upload & Go
At the start of each month, upload your bank and credit card statements, sales reports, payroll summaries, invoices, and receipts. Once submitted, our bookkeeping team takes care of the rest with accuracy and attention to detail.
What you upload:
STEP 2
Review & Confirm
As soon as your files arrive, we review them carefully. If anything’s missing, you’ll receive a quick checklist to stay on track. When everything’s in place, you’ll get an “All Set” update so you always know where your books stand.
STEP 3
Reconcile & Verify
Our team classifies every transaction, reconciles all accounts to their statements, and ensures your records are accurate and complete. You’ll always know exactly where your money went and what’s outstanding, with clean, verified data each month.
STEP 4
Deliver Clear Reports
We close your books and deliver a clear summary of your business performance. You’ll receive easy-to-read reports that show profits, expenses, and key trends, giving you financial clarity to make confident decisions.
Who We Help
We help California businesses, freelancers, online sellers, and individuals stay organized and tax-ready with accurate bookkeeping and simple, stress-free financial management.
For our Spanish-speaking clients, we’re happy to provide the same level of service and clarity.
Service Businesses
Client-focused businesses such as healthcare, beauty, trades, or professional services that want simple, predictable financial organization.
Freelancers & Creators
Independent workers managing multiple clients or platforms who need clear visibility into what they earn and spend.
Online Shops
E-commerce sellers on Shopify, Etsy, Amazon, or similar platforms who face messy sales channels, fees, and payouts.
Individuals & Tax Clients
W-2 earners, freelancers, and sole proprietors who need organized finances and accurate W-2 or Schedule C tax preparation.
Trusted by professionals like you
Including tutors, coaches, designers, photographers, and many more
How to Get Started With Neat Ledger
From your first call to your first close, we keep every step transparent, organized, and stress-free.
Choose Your Plan
Discover which plan fits your business size and needs. Simple, transparent pricing with no hidden fees.
Free Fit-Check Call
Talk through your bookkeeping goals in a pressure-free 30-minute consultation. Get clarity, not a sales pitch.
Your Custom Proposal
Receive a clear plan tailored to your workflow and budget. Everything transparent, nothing complicated.
Onboard & Launch
We handle setup, organize your books, and start monthly bookkeeping with accuracy and clear documentation.