Mixed payout records lined up for cleanup
Mixed payout records lined up for cleanupCase study mark

Mixed Venmo and Stripe books, sorted

Engagement
Quarterly Cleanup
Timeline
Q3 2025
Industry
Creative

The starting point

Income arrives through Venmo and Stripe. Some payouts hit a business account. Some sit unlabeled. Card spend mixes tools and personal charges.

Three months of that pattern, then tax season questions. The books need sorting, not a new app.

Quarterly Cleanup at $299 turns the quarter into categorized, reconciled, tax-ready books with a plain-English summary.

Deliverable: Venmo and Stripe income categorized, card activity sorted, accounts reconciled, summary written.
Hands at a keyboard during bookkeeping
Quarterly Cleanup
$299 · one-time engagement

$
299

One-time cleanup fee

3
mo

Covered in this engagement

What gets handled

Payment platform deposits mapped to income. Transfers clarified. Personal vs business spend separated on the card. Ledger matched to bank reality.

Juggling several payment platforms does not change the price. This is the standard $299 Quarterly Cleanup.

One engagement. Visible price. Clean books back.

After the cleanup

The CPA gets something usable. Payment platforms stop being a mystery pile.

Bookkeeping only. No tax advice. support@ledgier.com · (888) 791-4383

203 W 10th St, Austin, TX 78701