Three months of receipts into tax-ready books
The starting point
A freelancer arrives with three months of mixed receipts, bank feeds, and invoices. DIY categorization stopped weeks earlier. Personal charges sit on the business card. Nobody knows if the quarter was profitable.
They do not need strategy. They need the mess sorted and a handoff their CPA can use.
Ledgier runs a Quarterly Cleanup: categorize, reconcile, and write a plain-English summary of where the money went. One engagement. $299.
$299
3mo
What gets handled
Bank feeds and card activity for the quarter. Mixed personal charges flagged and sorted. Income from Stripe, Venmo, or Square categorized. Accounts reconciled so the ledger matches reality.
The output is tax-ready books for the period, plus a short summary in plain English so the freelancer knows where the money went without opening five apps.
No subscription. No retainer. Defined scope before payment. That is the engagement.
After the cleanup
The freelancer can hand the deliverable to a CPA or tax preparer. Ledgier does not file taxes or give advice. We do the bookkeeping.
If the next quarter falls behind again, another Quarterly Cleanup is available. If the whole year needs sorting, Annual Tax-Prep at $599 covers it.
Questions: support@ledgier.com or (888) 791-4383. Headquarters: 203 W 10th St, Austin, TX 78701.
