Chapter One:

Foundational Services

At Ledgers & Lore, we believe even the smallest business deserves clarity and peace of mind when it comes to finances. Our first phase of services is designed to give you just that—simple, reliable bookkeeping support without the overwhelm. From tracking everyday expenses and organizing records to providing clear monthly snapshots, these foundational services help you stay confident and in control while you grow.

Micro-Plans Made for You

Our Micro-Plans are as versatile as your business. Choose just one small service or combine several. Each plan is custom-fit to your needs. After a quick assessment, we’ll draw up a tailored quote and finalize it with you by email or phone, keeping the process simple and flexible.

Getting started is easy: just send us a message listing the services you’re interested in, and we’ll begin the conversation while building your custom Micro-Plan.

Expense &

Income Tracking

$40.00

Expense Categorization

Mileage/Vehicle Log

Subscription Audit

Cash Flow Spreadsheet

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Record

Organization

$60.00

Receipt Organization

Invoice Tracking

Vendor & Client List

Bank Statement Reconciliation

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Basic Reporting

Add-On

$25.00

Monthly Summaries

Expense Breakdown Charts

Profit Snapshot

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