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Bea's Daily Ledger

Done-for-You Bookkeeping

We do the bookkeeping.
You wake up knowing your numbers.

Stop waiting until the end of the month to find out how your business is doing.

Bea's Daily Ledger combines hands-on bookkeeping with BusiB technology to keep your financial records current and give you useful information about your business every day.

Every morning, you'll receive a Daily Ledger Report designed to show you where your business stands and what may need your attention.

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Your business shouldn't be 30 days ahead of your books.

Traditional bookkeeping often focuses on recording what already happened.

But you're running a business today.

You need to know:

  • How much cash do I have?
  • What came in?
  • What went out?
  • What bills are coming due?
  • Who owes me money?
  • Is something unusual happening?
  • What needs my attention?
  • Where does my business stand right now?

Your bookkeeping should help answer those questions.

That's why we created Bea's Daily Ledger.

WAKE UP TO YOUR DAILY LEDGER.

Every morning, receive a concise financial status report in your email.

Depending on your business and service level, your Daily Ledger may include:

CASH POSITION

See your current recorded cash position.

MONEY IN

See recent deposits and income activity.

MONEY OUT

See recent expenses and outgoing transactions.

ACCOUNTS RECEIVABLE

Know what customers owe you.

UPCOMING OBLIGATIONS

See bills and other recorded obligations that need attention.

ITEMS NEEDING ATTENTION

Uncategorized transactions, unusual activity, missing information and bookkeeping questions can be brought directly to your attention.

BUSINESS / PROJECT / PROPERTY INSIGHT

Where applicable, track financial activity across properties, projects, jobs or business entities.

No digging through accounting software.

No wondering what changed.

No waiting until month-end just to understand your own business.

SHOW ME WHERE MY BUSINESS STANDS

You run the business.
We'll handle the books.

Bea's Daily Ledger is designed for business owners who want accurate, current bookkeeping without spending their own time doing it.

Done-for-You Bookkeeping may include:

Transaction review and categorization
Bank and credit-card reconciliations
Monthly bookkeeping and close
Profit & Loss reporting
Balance Sheet reporting
Accounts payable and receivable tracking where applicable
Loan and credit-card tracking
Multi-entity bookkeeping
Property and project tracking
Job-cost tracking where applicable
Bookkeeping questions and exception handling
Daily Ledger morning reports
Tax-ready financial records

Services are customized according to the complexity and needs of each business.

Built for business owners — not accountants.

We especially understand businesses where bookkeeping gets complicated quickly.

REAL ESTATE INVESTORS

Multiple properties, projects, LLCs, loans, renovations and intercompany activity.

CONTRACTORS & REMODELERS

Job costs, materials, subcontractors, project profitability and cash flow.

PROPERTY OWNERS & MANAGERS

Properties, rents, expenses, repairs, vendors and multiple accounts.

ENTREPRENEURS & SMALL BUSINESSES

Owners who need clean books and useful financial information without becoming bookkeepers themselves.

Have a different type of business? Let's talk.

The Health Check will help us determine whether Bea's Daily Ledger is a good fit.

ARE YOUR BOOKS BEHIND?

That's okay. You don't have to get them cleaned up before coming to us.

We offer Bookkeeping Rescue & Cleanup services for businesses with:

  • Months of uncategorized transactions
  • Accounts that haven't been reconciled
  • Incorrect balances
  • Messy charts of accounts
  • Multiple business and personal transactions to sort through
  • Loans or credit cards that don't match
  • Multiple entities that have become difficult to track
  • Books that simply haven't been kept current

We'll assess the condition of the books first and provide a cleanup scope and price before beginning.

September New-Client Offer

TAX SEASON STARTS IN SEPTEMBER.

Not because your tax return is due now.

Because this is when you still have time to get your books right.

The 2026 Books-to-Taxes Package

Start now.Get your books clean.Stay current.Get tax-ready.

New Done-for-You Bookkeeping clients who begin during September can ask about our Books-to-Taxes Package.

Depending on the client's situation and qualifying service package, it can combine:

  • 2026 bookkeeping cleanup and setup
  • Ongoing monthly bookkeeping
  • Daily Ledger morning reports
  • Tax-ready year-end books
  • Preparation of the applicable 2026 business tax return as included in the agreed package

Note: Tax preparation availability and pricing depend on entity type, number of returns, bookkeeping condition, complexity and agreed scope. Additional entities, prior-year returns and work outside the agreed package may require additional fees.

Not just bookkeeping.
A better way to run the books.

Bea's Daily Ledger is powered by BusiB — bookkeeping technology created from the perspective of an actual business owner and real estate investor.

BusiB was built around a simple belief:

Business owners should understand their own numbers.

Technology helps us organize financial information efficiently while our Done-for-You service gives business owners the human support and oversight they want.

The result:

CLEAN BOOKS.
CURRENT INFORMATION.
BETTER VISIBILITY.
LESS BOOKKEEPING FOR YOU.

GETTING STARTED IS SIMPLE.

1

BOOKKEEPING HEALTH CHECK

Tell us about your business, entities, accounts, bookkeeping system and the current condition of your books.

2

WE REVIEW YOUR NEEDS

We determine whether cleanup is required and assess the complexity of your ongoing bookkeeping.

3

YOU RECEIVE A CLEAR PROPOSAL

We'll define the work, monthly service and pricing before we begin.

4

WE GET YOUR BOOKS CURRENT

If cleanup is needed, we tackle that first.

5

WE KEEP THEM CURRENT

Your ongoing Done-for-You service begins.

6

YOU WAKE UP INFORMED

Your Daily Ledger helps you understand where your business stands each morning.

BOOKKEEPING ISN'T ONE-SIZE-FITS-ALL.

A business with one bank account and 100 transactions isn't the same as an investor operating multiple LLCs, properties, loans and credit cards.

That's why pricing is based on the actual complexity of your business.

DONE-FOR-YOU BOOKKEEPING

Starting at

$750/month

BOOKKEEPING CLEANUP & CATCH-UP

Starting at

$1,250

MORE COMPLEX BUSINESSES

Custom pricing

Pricing factors may include:

Number of entitiesNumber of bank and credit-card accountsTransaction volumePayrollAccounts payable/receivableLoansPropertiesProjects/job costingIntercompany activityCurrent condition of the books

Complimentary Bookkeeping Health Check

Let's find out where your books stand.

Do you have:

Are you interested in:

YOUR NUMBERS BELONG TO YOU.

You shouldn't have to wait until the end of the month to understand your own business.

Let Bea's Daily Ledger handle the bookkeeping while BusiB helps keep your financial information organized and accessible.

Wake up knowing where your business stands.

BEA'S DAILY LEDGER

Done-for-You Bookkeeping

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