ledgerworks flexible service offerings

As the year wraps up, our accounting team helps you prepare for tax season and collaborates with you to ensure everything is in order. We also provide comprehensive bookkeeping services, including a year-end performance review that highlights successes and areas for improvement. With financial analysis and strategic recommendations tailored to your budgeting and forecasting goals, you’ll be ready to start the new year strong with the support of your CPA.

A flexible accounting solution designed to match your business’s needs and pace. Whether you choose monthly or quarterly support, we ensure your books stay accurate, organized, and up to date. This includes reconciliations, transaction review, financial clean-up as needed, and clear visibility into where your numbers stand—so you can make informed decisions with confidence. 

Get clear, easy-to-understand financial insights delivered at the frequency that works best for you. Each report summarizes key trends, profitability drivers, cash activity, and notable changes in your financial position. We translate your numbers into meaningful takeaways, helping you monitor performance, spot issues early, and stay aligned with your business goals. 

For businesses that want ongoing clarity without committing to a full advisory package, our monthly or quarterly check-in meetings provide flexible, strategic support. These sessions help prevent financial questions from piling up and allow potential issues to be addressed before they become costly problems. Whether you prefer monthly visibility or quarterly oversight, we review your latest financials, highlight emerging trends, and discuss upcoming decisions so you can stay proactive—not reactive. This customizable touchpoint ensures your business remains aligned, informed, and moving in the right direction at the pace that works best for you.

Keeping up with 1099 filing requirements can be time-consuming and stressful — but it doesn’t have to be. At LedgerWorks, we help businesses stay compliant by managing the entire 1099 process from start to finish. We gather and verify vendor information, prepare and file all required forms accurately, and ensure every submission meets IRS deadlines. Proper 1099 filing is more than just a box to check — it protects your business from costly penalties and IRS scrutiny while maintaining strong relationships with contractors and vendors. With LedgerWorks handling your 1099s, you can focus on running your business confidently, knowing your reporting is complete, accurate, and on time.

Cleaning up your books doesn’t have to be overwhelming. Whether your records are outdated, inconsistent, or just plain messy, we specialize in bringing clarity and order to your financials. We start by reviewing your existing accounting system, identifying errors, reconciling accounts, and organizing transactions to ensure everything is accurate and compliant. From correcting misclassified expenses to aligning your books with tax requirements, our goal is to give you a clean, reliable foundation—so you can make informed decisions with confidence. 

Our KPI Analysis & Reporting service helps business owners understand the story behind their numbers by focusing on the metrics that matter most. We identify the key performance indicators that align with your industry, goals, and growth stage, then build clear, easy-to-read reports or dashboards that translate complex financial data into actionable insights. By tracking trends in revenue, margins, cash flow, productivity, and other critical drivers, you gain real-time visibility into what’s working—and what needs attention. This level of clarity empowers business owners to make smart, timely decisions, improve profitability, and stay aligned with long-term objectives, all without getting lost in spreadsheets.

Planning for the future starts with understanding the past. Our Budgeting & Revenue Forecasting service uses historical data, industry benchmarks, and market trends to create realistic financial projections tailored to your business. Whether you're preparing for growth, managing cash flow, or evaluating new opportunities, we build structured budgets and forward-looking forecasts that show where your business is headed—and what adjustments may be needed along the way. With clear insights and strategic planning tools, you gain the confidence to make proactive decisions, allocate resources wisely, and move forward with the guidance of a CPA who understands your goals.

Our Profitability & Cost Analysis service is designed to help business owners understand exactly where their money is going—and which products or services are truly driving profit. We review your revenue streams, direct costs, and overhead to identify margin leaks, unprofitable offerings, and opportunities to improve pricing or efficiency. By breaking down your numbers in a clear and practical way, we show you which areas are supporting your bottom line and which may be holding you back. This insight allows you to refine your pricing strategy, reduce waste, focus on your most profitable work, and make smarter decisions about where to invest time and resources.

Converting from QuickBooks Desktop to QuickBooks Online (QBO) is a strategic move for businesses seeking flexibility, real-time access, and cloud-based collaboration. This service involves securely migrating your company data—including transactions, lists, and reports—from the desktop version to QBO, ensuring accuracy and continuity. We handle the entire process, from preparing your file for conversion to post-migration cleanup and training, so you can transition smoothly without disrupting your operations. Whether you're looking to streamline workflows, enable remote access, or simplify integrations, we’ll make sure your move to QBO is seamless and stress-free. 

Our Cash Flow Management service gives business owners the visibility they need to make confident financial decisions in both the short and long term. We build detailed 13-week weekly cash flow projections that show your expected cash position week by week, helping you anticipate shortages, manage payment timing, and stay ahead of potential challenges. For broader planning, we also create 12–24 month cash flow forecasts that project revenue, expenses, seasonality, and growth scenarios—providing a big-picture view of how today’s decisions impact tomorrow’s results. Together, these tools offer the perfect balance of real-time control and long-term strategy, empowering business owners to navigate seasonal fluctuations, plan for growth, and maintain strong financial stability throughout the year.

LedgerWorks provides thorough audit preparation services designed to make the audit process smooth and stress-free. We help business owners organize their financial records, reconcile accounts, and ensure all documentation aligns with auditor requirements. With over 20 years of CPA experience, we focus on accuracy, transparency, and proactive communication—so you can feel confident your financials are audit-ready and fully supported from start to finish. 

LedgerWorks will evaluate your current workloads, resource utilization, and operational workflows to assess how much capacity your business truly has—and where pressure points may arise. That allows you to see whether you can safely take on new clients or projects, or if it’s time to adjust staffing, pricing, or scheduling before quality or profitability suffer. With this insight, you get confident, sustainable growth—not just more work.  

LedgerWorks will evaluate your financial systems and implement strong workflows—billing, A/R, A/P, payroll, and reporting. You get repeatable, consistent processes that reduce risk and improve cash flow. Your financial operations become smoother, faster, and more reliable. 

Your business and individual tax return is handled by an experienced CPA who understands your business inside and out. We ensure compliance, maximize savings, and eliminate surprises so you can focus on running your business—not worrying about the IRS.

We run tax scenarios, analyze your entity structure, and plan ahead to reduce your tax burden. You’ll know your estimated liability before year-end, and you’ll have a strategy to lower your taxes—not just react to them. 

Membership gives you access to ongoing guidance, email support, and answers to your financial questions as they arise. No nickel-and-diming. No uncertainty.  You get a trusted partner in your corner all year long.