Quarterly cleanup desk with labeled folders
Quarterly cleanup desk with labeled foldersCase study mark

Quarterly cleanup for a design freelancer

Engagement
Quarterly Cleanup
Timeline
Q4 2025
Industry
Design

The starting point

A design freelancer with client invoices in Stripe, software on a business card, and three months of unlabeled transfers. Good at the craft. Behind on the paperwork.

DIY bookkeeping lasted about six weeks. Then client work won. The queue sat.

Quarterly Cleanup at $299: last three months categorized, reconciled, and summarized in plain English.

Deliverable: tax-ready books for the quarter and a clear read on income vs expenses. Ready for a CPA handoff.
Person walking after finishing the books
Quarterly Cleanup
$299 · one-time engagement

$
299

One-time cleanup fee

3
mo

Covered in this engagement

What gets handled

Stripe deposits categorized. Software and tools sorted from personal spend. Card and bank reconciled. Summary written so the quarter is readable.

No retainer. No software lecture. Defined deliverable before payment.

That is who Ledgier is built for: freelancers who earn enough to need real books, but not enough to justify a traditional firm retainer.

After the cleanup

Books go to the CPA as-is. Ledgier does not file taxes or give advice.

Next quarter can be another cleanup, or Annual Tax-Prep if the full year needs sorting.

support@ledgier.com · (888) 791-4383 · Austin, TX