Frequently Asked Questions

We work with California small businesses, freelancers, and online sellers who need accurate bookkeeping and financial clarity. Whether you run a service business, creative studio, or online shop, Neat Ledger helps you stay organized and tax-ready all year.

Our services are tailored for California-based businesses, but we can support clients in other U.S. states when their accounting setup aligns with our system.

Book a 30-minute Fit-Check Call to review your bookkeeping needs, walk through our monthly process, and determine which plan or add-on best fits your business.

We use QuickBooks Online, which integrates with platforms like Shopify, Stripe, and Gusto to keep your transactions automatically updated and accurate.

The Basic Plan is ideal for freelancers and solo business owners. It includes:

• Monthly bookkeeping and reconciliations
• Profit & Loss and Balance Sheet reports
• Monthly financial folders organized with all supporting documents
• Annual tax-ready package
• Unlimited email support
• English or Spanish communication

The Pro Plan is designed for small teams or businesses that pay contractors or employees. It includes everything in the Basic Plan, plus:

• Payroll recording and reconciliation with your payroll provider
• 1099 tracking and reporting
• Cash Flow and KPI dashboard reports
• Advanced integrations (Shopify, Stripe, Gusto, and more)
• Priority email support
• One virtual meeting per month if needed

You can add services such as:

• Tax Filing and Preparation for federal and California returns
• Bookkeeping Catch-up and Cleanup for past or unreconciled months
• Project Budget Summary and Tracking for projects that need budget visibility

Yes. When you choose yearly billing, you save 10% compared to monthly payments.

At the start of each month, you upload your bank statements, invoices, and receipts. We handle categorization, reconciliation, and reporting, then deliver your monthly financial reports within 5–7 business days.

Each client receives a secure digital folder every month with reconciliations, reports, and all backup documents. Your folders mirror QuickBooks, so your records stay clear, consistent, and easy to access at tax time.

Our Catch-up and Cleanup service brings past periods current by fixing errors, closing gaps, and aligning your books with actual statements. Once your accounts are accurate, you can move smoothly into regular monthly bookkeeping.

We don’t process payroll directly, but we record and reconcile payroll reports from your provider to ensure all wages, taxes, and benefits appear correctly in your books.

Yes. We connect systems like Shopify, Stripe, PayPal, and Square directly to QuickBooks to automate data flow and maintain accurate, real-time records.

Our Year-End Package provides everything your accountant needs for a smooth tax season. It includes fully reconciled books, Profit & Loss and Balance Sheet reports, and supporting schedules organized in a secure, well-documented folder — ensuring your financials are accurate and complete.

Yes. We summarize all contractor payments, prepare clean 1099 reports, and make them ready for filing before tax deadlines.

Yes. We prepare and file both federal and California income tax returns for individuals and small businesses, ensuring your numbers match your books and all eligible deductions are included.

We support self-employed professionals, LLCs, and small business owners who want accurate, compliant, and stress-free tax filing.

Yes. We proudly offer full communication, support, and reports in English or Spanish.

You can email us at info@neatledger.co, use the contact form on our website, or book a free 30-minute consultation to discuss your needs.

We combine expert bookkeeping with a modern, human approach. As a family-run business, we value trust, transparency, and clear communication. Our clients enjoy fast closes, organized books, and stress-free tax seasons — all with the option for bilingual support.