Free books health check
20 minutes with a CPA · No obligation
Ecommerce & agency bookkeeping · CPA-reviewed
Flat monthly fee bookkeeping for Shopify and Amazon brands, agencies and consultancies. A named bookkeeper does the work, a CPA reviews it, and your books are closed by the 10th.
Free, 20 minutes, no obligation. We only ever ask for read-only bank access.
What lands in your inbox every month
Your accounts are reconciled, CPA-reviewed and closed by the 10th of every month. Then you get a report written for owners, not accountants.
You open one email and see four things:
No jargon to decode. No spreadsheet to rebuild. Just your numbers, in sentences you can act on.
Free, 20 minutes, no obligation.
$26,410
Real profit · November
Alex RiveraYour bookkeeper
Laura Mitchell, CPAYour CPA
Messages
October Shopify payouts matched. 3 refunds need a receipt.
Sent them over.
Reviewed. CPA-reviewed ✓
Who actually does your books
One dedicated bookkeeper handles your books every month. A CPA reviews them before they ever reach you.
With most online bookkeeping, you get a login and a support inbox. You rarely know who touched your numbers.
At Ledgerly, your bookkeeper learns how your Shopify payouts land, what your Amazon fees should look like and which clients pay late. You don't explain your business twice.
Every month, your CPA joins a call to cover taxes, cash flow and what to do next.
Free, 20 minutes, no obligation.
| Topic | Typical online bookkeeping |
|
|---|---|---|
| Who does your books | You rarely know | The same named bookkeeper, every month |
| Who checks the work | Not always a CPA | A CPA, every month |
| How pricing works | Can scale unexpectedly | Flat monthly fee, quoted up front |
| Who it's built for | Every kind of business | E-commerce brands and agencies |
Results
An online home-goods brand, a boutique agency and a Shopify store. Here's what changed for each.
Find out where your books stand in 20 minutes.
Online home-goods brand · Jordan B., owner
14 months of messy, backlogged books. No clear view of what was deductible.
Catch-up bookkeeping on all 14 months, with every account reconciled and reviewed.
Cleaned up in two weeks. $18k in missed deductions found.
Boutique marketing agency · Elena S., founder
Month-end was something she dreaded, with no clear picture of the numbers.
Monthly bookkeeping for agencies, books closed by the 10th, plus a monthly CPA call.
A clear report on the 10th and a call that tells her what to do. Her agency now knows its margin by client every month.
Shopify store · Chris L., owner
Selling into multiple states and exposed to sales-tax penalties.
Multi-state sales tax setup: registration, filing and nexus monitoring.
A serious penalty avoided. Registered and filing in 4 states, with no notices since.
Small business bookkeeping services
Every service is flat-priced and quoted up front. No hourly billing, no surprise invoices.
Know your real profit every month, with books closed by the 10th.
Get months or years of backlogged books current, fast.
Free with a 6-month plan
Your team gets paid correctly and on time, every run.
Sell across state lines without surprise notices. Multi-state registration, filing and nexus monitoring.
Fewer surprises at tax time, with quarterly estimates and year-end filing handled.
See your cash months ahead, plus a monthly CFO-style call.
We'll review your accounts and send a plain-English plan with a fixed quote.
Why Ledgerly
As modern as the software-first firms. As personal as the accountant you wish you had.
Books closed by the 10th, every month.
A flat monthly fee. No hourly billing, no pricing that climbs without warning.
A named bookkeeper does your books; a CPA reviews them every month.
We specialize in ecommerce bookkeeping and bookkeeping for agencies.
Cleanup of backlogged books is free on a 6-month plan.
You share read-only bank access. We see transactions; we can't move funds.
Free, 20 minutes, no obligation.
In their words
From an online home-goods brand, a boutique marketing agency and a Shopify store.
Jordan B.Owner of an online home-goods brand
"Ledgerly cleaned up 14 months of messy books in two weeks and found $18k in missed deductions."
Elena S.Founder, boutique marketing agency
"I used to dread month-end. Now I get a clear report on the 10th and a call that tells me what to do."
Chris L.Shopify store owner
"Their multi-state sales tax setup saved us from a serious penalty."
Free, 20 minutes, no obligation.
Our story
Ledgerly started with a favor for friends.
01Big Four years
Priya Nair, CPA, spent 7 years as a senior accountant at a Big Four firm. She knew what good financial clarity looks like inside a large company.
02Helping friends
Then she started helping friends who ran small businesses. Their books were months behind, and none of them knew what they owed.
032024
In 2024 she left to start Ledgerly with one idea: give small business owners the same clarity big companies get, at a flat monthly price, with no jargon.
04Today
Today Ledgerly is a team of 6, working remotely from Chicago with 60+ businesses across the US.
05Our mission
Our mission: give every small business owner the financial clarity big companies take for granted.
Free, 20 minutes, no obligation.
FAQ
Something else on your mind? Bring it to your free books health check.
Plans start at $450 a month, as a flat monthly fee. You're never billed by the hour, so there's no surprise invoice.
Yes. Catch-up and cleanup is free when you sign a 6-month plan, whether you're months or years behind.
You only ever give us read-only bank access, so we can see transactions but can't move money. Everything runs on encrypted software.
Yes: QuickBooks, Xero, Shopify, Stripe and Amazon.
Usually about a week. We connect your bank, Shopify and payment tools, and your first month starts from there.
Yes. You get a dedicated bookkeeper, plus a monthly call with your CPA.
It's a free 20-minute call about where your books are today. Afterward, we review your accounts and send a plain-English plan and a fixed quote.
Yes. We're a fully remote firm based in Chicago, working with clients across the US, mostly in Illinois, Texas, California and New York.
Before tax season starts
Book a free 20-minute books health check. We'll look at where your books are today, then send a plain-English plan and a fixed quote.
Free. 20 minutes. No obligation to sign up.
Free books health check20 min · Video call
Confirm · Wed 11, 1:30 PM
Book your books health check.
A free 20-minute call.
Get your plan.
We review your accounts and send a plain-English plan and fixed quote.
Onboard in about a week.
We connect your bank, Shopify and payment tools.
Get your books closed by the 10th.
Every month we reconcile, close and send your reports.
Talk to your CPA monthly.
Taxes, cash flow and what to do next.
Not ready for a call? Get the free Year-End Tax Checklist for Online Sellers.
