Bea's Daily Ledger
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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Traditional bookkeeping often focuses on recording what already happened.
But you're running a business today.
You need to know:
Your bookkeeping should help answer those questions.
That's why we created Bea's 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:
See your current recorded cash position.
See recent deposits and income activity.
See recent expenses and outgoing transactions.
Know what customers owe you.
See bills and other recorded obligations that need attention.
Uncategorized transactions, unusual activity, missing information and bookkeeping questions can be brought directly to your attention.
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.
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:
Services are customized according to the complexity and needs of each business.
We especially understand businesses where bookkeeping gets complicated quickly.
Multiple properties, projects, LLCs, loans, renovations and intercompany activity.
Job costs, materials, subcontractors, project profitability and cash flow.
Properties, rents, expenses, repairs, vendors and multiple accounts.
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.
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:
We'll assess the condition of the books first and provide a cleanup scope and price before beginning.
Not because your tax return is due now.
Because this is when you still have time to get your books right.
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:
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.
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:
Tell us about your business, entities, accounts, bookkeeping system and the current condition of your books.
We determine whether cleanup is required and assess the complexity of your ongoing bookkeeping.
We'll define the work, monthly service and pricing before we begin.
If cleanup is needed, we tackle that first.
Your ongoing Done-for-You service begins.
Your Daily Ledger helps you understand where your business stands each morning.
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.
Starting at
$750/month
Starting at
$1,250
Custom pricing
Pricing factors may include:
Let's find out where your books stand.
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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