Ledger Metrics

Strategic bookkeeping for actionable business intelligence

Find out how we can help your business.

You need to focus on running your business. We provide bookkeeping service starting with basic cash basis to full service with accounts payable. Our service is scalable to suit any business size from a 1-person operation to a multi-division enterprise and priced at a flat-rate so you always know your costs. We use your business books to provide you with critical reports to make better business decisions. Your Ledger Metrics bookkeeper will become a key contributor to your operation’s success.

Business Tips

Resources

Products & Services provide details on the income categories your business is engaging and are often overlooked as a classification technique. Instead of having income accounts for each specific category, using the Products & Services features provides options not available in the chart of accounts.

Classes are a logical division of categorization that can be customized in anyway that suits your needs. Examples of classes might be Industries Served, Restricted Funds, or Seasonality.

Locations are a useful classification system for logical operating divisions. They can also be labeled as Divisions, Departments, Territories, Stores, or Properties.

If your retail point of sale system tracks all the details of your transactions, you don’t need to replicate it all in your books. Daily summaries can save lots of time entering data.

Use identifying keywords in your ad campaigns and tag your advertising expenses with those identifiers. You’ll be able to report on your conversions within QuickBooks Online.

Use factoring to get out of a jam but don’t make it your primary method of revenue collection. The fees are way too high.

If your business has an off-season, consider depositing funds into a separate operations account during your busy season to have a solid budget for your lean months.

Make your books tell you everything you need to know. Get creative with transaction tags in QuickBooks Online and set up customized reports.

Are you running your business out of your home office? Your business should pay you rent.

Classify your LLC as an S-Corp, you’ll be glad you did.

Is your business paying you back for shareholder or member loans? Write up loan terms with market interest.

Automate mundane accounting workflows but put measures in place that require periodic review. Don’t just set it and forget it.

What We Do

Bookkeeping & Accounting

We handle all your bookkeeping tasks so your business data is available for all your key business decisions. We structure your books to maximize the usefulness of the data. We create logical, automated workflows to gain the most operational efficiency. Our offerings are scalable to any business size, and provide à la carte add-on services to meet your specific needs, all with flat rate pricing. We are certified QuickBooks Online ProAdvisors.

Business Intelligence with Better Reports

There’s so much more in your business books than just your P&L and Balance Sheet. We’ll provide you with customized reports for your business along with monthly insights that let you score your performance, compare against plans and create your next moves.

Advanced Categorization

We design an advanced categorization strategy for your company using Classes, Locations (or Divisions), Tag Groups & Tags, Products & Services, and Projects. We record your transactions using these attributes which allows us to provide additional reporting intelligence to improve your business operations.

Ledger Metrics can provide your company with peace of mind at a fraction of the investment compared to a senior executive.

Virtual CFO

Why hire a full-time CFO when Ledger Metrics can provide all the value and more, for a fraction of the investment of a senior executive? This complete package of technical and advisory services offers accounting, customized reports, strategy development and execution, risk analysis and mitigation, and much more. Have complete peace of mind without the executive-level expense.

Learn More

Base Service Levels

All pricing levels are for cash basis bookkeeping and include a feature-matched subscription level of QuickBooks Online and a customized reporting dashboard. Add-on services such as accrual basis, accounts payable and monthly filings are available for additional fees. Payroll will be available soon. Just want the QuickBooks Online subscription? Contact us. We can provide that at a discounted rate.