Activity organized
Bank, card, and included connected activity is categorized and prepared for reconciliation.
Monthly bookkeeping
Monthly bookkeeping that stays current—without the chase.
LedgerCrew categorizes activity, reconciles accounts, reviews exceptions, and delivers the reports included in your plan inside the QuickBooks file you control.
LedgerCrewRecurring close
Work in view
01Accounts reconciled
02Transactions categorized
03Exceptions reviewed
04Reports delivered
Where to start
A monthly close should produce usable books—not another follow-up list.
LedgerCrew keeps the recurring work moving while making clear what access and answers are still needed from the business.
Exceptions reviewed
Unclear transactions and judgment calls are surfaced instead of silently guessed.
Close completed
The applicable reports are delivered after the included accounts are reconciled and required information is received.
What LedgerCrew handles
What gets handled each month
Bank and card reconciliation
Included financial accounts are matched to statements and reviewed for unresolved differences.
Transaction categorization
Recurring business activity is organized consistently inside QuickBooks Online.
Exception review
Questions and judgment calls are identified for human review and client clarification.
Monthly reports
Receive the financial reports included in the selected plan after close.
Bookkeeping questions
Get answers according to the email, priority, Slack, or review level included in the plan.
Client-owned records
The work remains in the QuickBooks Online file the business controls.
Scope
What the plan—and the client—bring to the close
Close timing varies by plan
Essentials targets the 25th, Operator the 15th, and Executive the 10th of the following month.
Access must stay current
LedgerCrew needs working access to the included accounts, systems, statements, and documents.
Questions need answers
Unresolved transactions cannot be closed responsibly without the information needed to classify them.
Corrective work is separate
Catch-up, cleanup, setup, payroll, sales tax, and other special work are confirmed separately.
How it works
A clear path from access to usable books.
Choose a starting plan
Select the package closest to your account, integration, reporting, and support needs.
Confirm access and scope
Complete enrollment and provide the information needed to begin.
Settle into the monthly rhythm
LedgerCrew reconciles, reviews, closes, reports, and keeps questions moving.
Important scope note
Close targets depend on timely information.
Close targets assume all required access, statements, documents, and answers are provided on time. Delays in receiving information may delay the close.
QuickBooks ownership
Your books stay in your QuickBooks file.
LedgerCrew works inside the QuickBooks Online file you control, so you keep ownership, admin access, and a clean handoff if your needs change.
Subscription note: QuickBooks Online is billed separately. If you need a subscription, LedgerCrew can provide it and include it on your bill.
FAQ
Questions, answered plainly.
What is included in monthly bookkeeping?
LedgerCrew categorizes transactions, reconciles bank and credit-card accounts, reviews exceptions, closes the books, delivers the reports included in your plan, and answers bookkeeping questions according to the selected support level.
When will my books close?
Essentials targets the 25th, Operator the 15th, and Executive the 10th of the following month. Close targets assume required access, documents, statements, and answers arrive on time.
What happens if I answer a question late?
The close may be delayed when LedgerCrew is waiting for access, documents, statements, or answers needed to complete the work.
Can you take over from another bookkeeper?
Yes, if the books are current and ready to transition. LedgerCrew confirms access and scope during onboarding.
What if my books are already behind?
Catch-up or cleanup may need to be scoped separately before recurring monthly bookkeeping begins.
Is QuickBooks included?
No. The QuickBooks Online subscription is separate. LedgerCrew can provide it and include it on your bill if needed.
Can I see my price without a call?
Yes. Choose the closest plan and answer a few questions to see your estimated monthly price before speaking with anyone.
Next step
Put the monthly close on a dependable rhythm.
Choose the closest plan and see your estimated monthly price without scheduling a sales call.