Prime Ledger Services

Our service packages are offered on a monthly retainer. To establish how we best fit your current stage of growth, please schedule a 30-minute discovery call with our team.

Our Tiered Services

Start Up

Best for businesses making less than
$750k annual revenue


  • Quarterly meetings
  • Monthly bookkeeping (Cash Basis)
  • Bank & CC reconciliation
  • Payroll reconciliation
  • Profit & Loss Statement
  • Balance Sheet
  • Cash Flows

Starting at $1,000

Get Started

Build-Up (Growth)

Best for businesses making between
$750k and $2.5 million


  • Quarterly meetings
  • Monthly bookkeeping (cash)
  • Bank & CC reconciliation
  • Payroll reconciliation
  • Class & location reporting
  • Budget & forecasting
  • 1099 filing
  • Key Performance Indicators (KPIs)

Starting at $1,400

Get Started

Build-Out (Expand)

Best for businesses making between
$2.5 million and $10 million annual revenue


  • Monthly meetings
  • Monthly bookkeeping (cash)
  • Bank & CC reconciliation
  • Payroll reconciliation
  • Class & location reporting
  • Budget & forecasting
  • 1099 filing
  • Advanced forecasting
  • Advanced KPI analysis
  • Business tax returns
  • Year-end tax planning

Starting at $2,750

Get Started

Enterprise (Maturity)

Best for businesses making more than
$10 million annual revenue


  • Monthly meetings
  • Monthly bookkeeping (cash)
  • Bank & CC reconciliation
  • Payroll reconciliation
  • Class & location reporting
  • Budget & forecasting
  • 1099 filing
  • Advanced forecasting
  • Custom KPI analysis
  • Business tax returns
  • Year-end tax planning
  • Multi-entity accounting
  • One personal tax return

Starting at $3,600

Get Started

Our Process

Step 01.

Discovery

Call

Our initial contact is a 30-minute DISCOVERY CALL. We use this time to get a general picture of your business and establish access to your current bookkeeping software. The information transferred here helps us to assess a best fit between your needs and our services.

After our team’s analysis of your business, we review our recommendation for monthly services with you on a 45-minute STRATEGY CALL. During this time, we present an accurate financial snapshot based on the information you’ve provided us and offer a contract for our services.

Step 02.

Strategy

Call

Step 03.

Engagement

and Onboarding

Upon your acceptance of the proposal, we onboard you to our platform and introduce you to your account manager. Services continue monthly and regular feedback is requested to ensure we’re delivering quality service.

Testimonials

What our clients say.

They have deep accounting and tax knowledge as well as software integrations. Communication has been very simple. Each member of the team quickly responds to our questions and requests. Highly recommended! 

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Cody McCabe
ChainShot

Jordan and his team are absolute rock stars!! I am in the process of growing my company and they are always one step ahead of me. Whatever questions I have they always have an answer. Could not recommend them enough!!

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Aaron Ratner
Blues Roadside

I use Jordan and can't say enough good things about him and his team. 

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Joseph Yomtoubian
The Tinder Blog

I love this team! Very professional and thoughtful for our business. We work with them from the very beginning stage, guiding us step by step and helping us to set up everything. Everything is very organized. highly recommended.

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Chunyan Liang

Best accountant I’ve ever worked with. Jordan and his team really helped me out. Highly highly recommend!!

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Michael Saidian
Capital Property Partners