Bookkeeping that meets you where you are.

Three monthly service plans. Cleanup projects when you’re behind. Flat-fee pricing, no surprise billing.

Every business owner wants something a little different from their bookkeeper. Whether you want clean books delivered quietly each month, check-ins to help you understand what your numbers are telling you, or KPI tracking and Cash Flow Forecasting to help you make informed decisions about your business… there’s a Turner Ledgers plan built around what you want.

All three plans run on QuickBooks Online, fixed monthly fees, and a month-to-month relationship (30-day cancellation, no long-term contracts).

Foundation Plan

For business owners who want their bookkeeping handled well and quietly.

You want clean, accurate, tax-ready books delivered on time, every month, without you having to think about it.

Foundation Plan includes:

  • Monthly Bank and credit card account reconciliations

  • Categorization of all incoming and outgoing transactions

  • Monthly Profit & Loss and Balance Sheet financials

  • Sales Tax Filing

  • Payroll Management

  • Year-end tax package for your CPA or tax preparer

  • Responsive client support during business hours

Best for:

Owners who want clean books with straightforward bookkeeping needs

If your business carries inventory or requires COGS calculations, it’s recommended to start with the Growth Plan

starting at $400 per month
flat monthly fee, no hourly billing

Let’s take a look at your numbers together!

SCHEDULE A CALL

Growth Plan

For business owners who want clean books and help understanding them.

You want a bookkeeper who keeps your numbers clean and walks you through them each quarter so you can run your business with more clarity.

Growth Plan includes:

  • Everything in Foundation Plan, plus:

  • Quarterly 30-minute review meeting to walk through your financials together

  • One-page monthly visual summary with KPI tracking against industry benchmarks

  • Quarterly Cash Flow Forecast

  • Inventory adjustments and Cost of Goods Sold (COGS) calculation for product-based businesses

Best for:

Owners who want to really understand their numbers and use them to make confident decisions about their business

starting at $900 per month
flat monthly fee, no hourly billing

Let’s take a look at your numbers together!

SCHEDULE A CALL

Insight Plan

For business owners ready to lead their business with their numbers.

You want deep monthly visibility into your numbers and the cash flow forecasting that helps you make informed decisions.

Insight Plan includes:

  • Everything in Growth Plan, plus:

  • Monthly 30-minute review meeting to walk through your financials together

  • Full monthly Financial Snapshot with KPI tracking against industry benchmarks, break-even point, and trend analysis

  • Monthly Cash Flow Forecast

  • Inventory adjustments and Cost of Goods Sold (COGS) calculation and product profitability analysis for product-based businesses

Best for:

Owners who want visibility and deeper understanding of what their numbers are telling them

starting at $1,400 per month
flat monthly fee, no hourly billing

Let’s take a look at your numbers together!

SCHEDULE A CALL

Not sure which plan is right for you? Let’s figure it out together.

We’ll talk through your business on a free Intro Call and I can recommend which plan fits best.

Additional Services Available

Need support beyond monthly bookkeeping, sales tax and payroll? We’ve got you covered.

We process your bills and schedule payments with your approval so you don’t have to track payment schedules or due dates.

Accounts Payable Management

We create and send your invoices, apply payments received, and send customer statements so your receivables stay organized.

Accounts Receivable Management

Bookkeeping Catch-Up & Clean-Up

We organize past transactions and reconcile accounts, so your books are accurate and ready for ongoing financial management.

We build a clean QuickBooks Online system designed for your business so your financial reports are accurate and easy to trust.

QuickBooks Online Set-Up

What to Expect When You Work with Turner Ledgers

We’ll talk through your business, your current bookkeeping setup, and what you’re hoping for from a bookkeeper. About 30 minutes, no prep needed.

Step 1: Schedule a Call

If we’re a fit, I’ll do a quick review of your QuickBooks Online, send a written quote with a clear scope, and walk you through onboarding.

Step 2: Quote & Onboarding

Each month, you’ll receive clear, accurate financials, plus ongoing support that helps you actually understand what they mean.

Step 3: Monthly Financials

Answering Your Questions is What We do Best

Here are a few things you might be curious about!

  • We work with small business owners across many industries including restaurants, daycares, retail shops, service businesses (consulting, agencies, professional services), online and eCommerce businesses, and more. Turner Ledgers is industry-flexible. What matters is that you’re committed to clean books and willing to use QuickBooks Online. If your business needs specialized industry expertise we don’t have, we’ll tell you and refer you to someone who does.

  • Yes, we regularly work with POS systems like Square, Shopify, Toast, and others. We make sure your sales, fees, deposits, and tips are recorded correctly so your financials reflect true revenue and performance.

  • Yes, for product-based businesses we make sure your inventory and cost of goods sold are adjusted correctly so your financials reflect your true margins and profitability.

  • Everything is handled using cloud-based tools like QuickBooks Online. You’ll share documents through our client portal, and we’ll stay in regular communication so you always know what’s happening with your books.

  • Yes, we use QuickBooks Online for all client work to keep everything streamlined, secure, and easy to share. If you’re not currently using QuickBooks Online, we can set it up as a one-time project.

  • To get started, we’ll need view-only access to your business bank and credit card accounts, your current bookkeeping system (if you have one), and any platforms you use for sales or payroll. We’ll guide you through each step so everything is simple and structured.

  • Yes, we can manage payroll processing and sales tax filings so everything stays organized and on schedule.

  • Yes, we offer catch-up and clean-up services to bring your books up to date. For inventory-based businesses, we focus on establishing a clean starting point so your numbers are accurate moving forward.

  • No, services are offered at a flat monthly rate, giving you clear, predictable pricing with no surprise invoices.

  • No, services are month-to-month and you’re free to adjust or cancel with a 30 days’ notice. We believe in earning your trust, not locking you into a long-term contract.

  • We don’t prepare tax returns, but we work closely with your CPA or tax preparer to make sure everything is organized and ready at year-end. Our goal is to make tax time as stress-free as possible.

  • If your books are falling behind, you’re unsure how profitable your business really is, or you’re spending too much time trying to keep up with bookkeeping tasks, it’s probably time for support. We help bring clarity to your numbers, so you can focus on running and growing your business.

Ready for clearer numbers and more confident decisions?

Schedule a call so we can learn more about your business, your numbers and where you want to go next.

We look forward to connecting with you!

SCHEDULE A CALL