Services

Monthly Bookkeeping & Clear Reporting, with a simple monthly review meeting

Steadfast Ledger Services provides monthly bookkeeping and clear financial reporting through QuickBooks Online. Each month, we reconcile your accounts, prepare your reports, and meet briefly to review them together.

503-395-0044

[email protected]

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Core Services

Monthly Bookkeeping & Review

  • Categorization & reconciliation

  • P&L + Balance Sheet prepared

  • Monthly review meeting in person or via video call

Financial Statements & Reporting

  • Monthly reports in QBO

  • Monthly Reporting comparisons

  • Clean documentation for your tax pro

Bank and Credit Card Reconciliation

  • Monthly account reconciliation

  • Discrepancy review

  • Clean, accurate ledgers

Catch-up and Clean-up

Bring your books current and organized

  • Past months brought up to date

  • Historical reconciliations

  • Updated financial statements

What’s Included Each Month

  • Monthly transaction categorization

  • Bank + credit card reconciliation

  • P&L and Balance Sheet prepared

  • Review of discrepancies/unusual items

  • QuickBooks Online maintenance

  • Monthly review meeting

Clear, consistent bookkeeping — handled the same way every month

  • Tax filing or tax advice (we coordinate with your CPA)

  • Investment or licensed financial advisory services

  • Payroll

What We Don’t Provide