Services

Monthly Bookkeeping

Keeping your books up to date can feel overwhelming. With Monthly Bookkeeping, we take care of the details so you always know where your business stands.

What’s included:

• Recording and categorizing income and expenses

• Reconciling bank and credit card accounts

• Delivering clear, easy-to-read monthly financial reports

• Preparing your books so they’re always tax-ready

Ideal for small business owners who want ongoing clarity, accuracy, and peace of mind.

Ledger Refresh (Catch-Up & Cleanup)

Behind on your books? No problem. Our Ledger Refresh service transforms messy or outdated records into clean, balanced, and organized books you can trust.

What’s included:

• Sorting and categorizing past receipts & transactions

• Correcting errors in your current books

• Reconciling accounts to bring everything current

• Delivering accurate, balanced financials ready for tax season
  
  

Ideal for business owners who feel overwhelmed and need a fresh start with their bookkeeping.

Setup & Training

Ready to take control of your bookkeeping with confidence? Our Setup & Training service equips you with the right tools and know-how to manage your books effectively.

What’s included:

• Professional setup in QuickBooks Online, Wave, or Xero

• Customized chart of accounts tailored to your business

• Step-by-step walkthrough and 1:1 training session

• Ongoing support options available
  
  

Perfect for entrepreneurs who want to DIY their books but need expert guidance to set up strong systems from day one.

Additional Services

Expand your bookkeeping support with flexible add-ons designed to fit your business needs. These services can be paired with any package or selected individually.

Payroll Support

Managing payroll can be time-consuming and stressful. With Lilac Ledgers, you can trust that your employees and contractors are paid accurately and on time.

What’s included:

• Payroll system setup and integration

• Processing employee and contractor payments

• Managing tax withholdings and deductions

• Providing payroll reports for your records
  
  

Ideal for business owners who want reliable payroll without the headaches.

Receipt & Expense Management

Tired of overflowing shoeboxes, messy folders, or endless digital receipts? We’ll transform your piles of paperwork into organized, digital records you can actually use.

What’s included:

• Collecting and organizing receipts

• Categorizing expenses accurately

• Maintaining digital records for easy access

• Ensuring expense data is tax-ready
  
  

Ideal for business owners who want clean, organized expense tracking all year long.

Quarterly Financial Check-Ins

Stay ahead of tax season and make informed business decisions with quarterly financial reviews designed to keep you on track.

What’s included:

• Reviewing financial reports each quarter

• Identifying business trends and red flags

• Answering questions about your numbers

• Preparing you for smooth year-end tax filings
  
  

Ideal for business owners who want consistent financial clarity without waiting until year-end.

Accounts Payable & Receivable Support

Cash flow is the heartbeat of your business. We’ll help you stay on top of what’s coming in and going out with professional AP/AR support.

What’s included:

• Preparing and sending client invoices

• Tracking outstanding payments

• Managing vendor bills and scheduling payments

• Maintaining up-to-date AP/AR records
  
  

Ideal for business owners who want streamlined cash flow management with fewer surprises.