Accounting Cleanup and Audit
• Thorough cleanup of disorganized books • Account reconciliation and balance correction • Payroll audit and tax preparation assistance
Transforming financial chaos into clarity.
Ensuring your books are not just balanced but thriving!
Get your finances in order with our expert accounting services!
Request a Consultation!
Auditing
Accuracy by streamlining processes and organizing financials for informed decision-making, tax filings, and accurate valuationBookkeeping
Bookkeeping services, cleaning up accounts or customizable support tailored to your specific needs.Reporting
Delivering accurate data helping you identify trends and drive growth.Helping Clients Succeed: The Key to Our Success
Happy Ledger Co distinguishes itself in the field of accounting and bookkeeping by merging cutting-edge technology with tailored service, guaranteeing immediate financial insights and smooth integration with your current systems.
Our committed team prioritizes the automation of everyday tasks and delivers adaptable support, freeing you to focus on expanding your business while we manage the intricacies of your finances. Through a dedication to precision and proactive communication, we enable you to make well-informed decisions and attain enduring success.
Monthly Accounting
• Account reconciliation and monthly financial statement preparation • On-demand support for your accounting queries • Flexible pricing based on consultation frequency
Payroll Processing
• Efficient payroll management • Client-approved hours processing
Daily Cash Management
• Daily bookkeeping updates for optimal cash flow monitoring • Enhanced financial growth support • Controller/CFO-level oversight of all accounting functions
Accounts Receivable & Payable Management
• Streamlined bill payments and A/R updates • Customized pricing based on volume and frequency
Sales Tax Filing
• Monthly or quarterly sales tax filing services
Personalized Financial Dashboards
• Custom-built dashboards for cash flow monitoring and financial planning • Visual insights for informed decision-making
QuickBooks Online Training
• Expert-led QBO training sessions • Empower clients to participate in financial management • 3-hour comprehensive training package
Our Seamless Onboarding Journey
At Happy Ledger Co, our onboarding process is designed to ensure a smooth transition into our accounting services.
1. Customized Service Agreement
• We assess your needs and review your books • Together, we determine the optimal scope and fee • Finalize with a signed engagement agreement
2. Secure Access Setup
• Gain access to your QuickBooks Online account • Obtain secure logins for bank and credit card accounts • Ensures smooth, direct access for efficient service
3. Initial Accounting Review
• Thorough examination of your current financials • Balance confirmation and account reconciliation • Prepare your books for ongoing management
4. Collaborative Consultation
• In-depth phone call to review findings • Address any questions or missing information • Make necessary adjustments based on your input
5. Launch of Monthly Services
• Seamless transition to regular financial management • Begin your journey to optimized business finances
Frequently Asked Questions
How much do Happy Ledger Co.'s services cost?
Our pricing is tailored to each client's specific needs and the complexity of their financial situation. We offer flexible packages starting at $X per month. Contact us for a free consultation to receive a customized quote for your business.
What software does Happy Ledger Co. use for bookkeeping?
Happy Ledger Co. utilizes popular cloud-based accounting software such as QuickBooks Online and Xero. We can work with your existing system or recommend the best solution based on your business needs and preferences.
How does Happy Ledger Co. ensure the security of my financial data?
We prioritize the security of your financial information by using industry-leading encryption technologies, secure cloud-based platforms, and strict data handling protocols. Our team undergoes regular security training to safeguard your sensitive financial data.
What industries does Happy Ledger Co. specialize in?
Happy Ledger Co. has expertise across various industries, including retail, e-commerce, professional services, healthcare, and technology startups. Our team adapts our services to meet the unique financial needs of each sector we serve.
How can Happy Ledger Co. help my small business?
We help small businesses gain clarity on their financial health, save time on bookkeeping tasks, and make informed financial decisions. By maintaining accurate and up-to-date financial records, we enable you to focus on growing your business while ensuring compliance with tax regulations.
What services does Happy Ledger Co. offer?
Happy Ledger Co. provides comprehensive bookkeeping and accounting services tailored for small businesses. Our offerings include monthly financial statement preparation, payroll processing, accounts payable and receivable management, tax preparation, and strategic financial planning.
Have more questions? Feel free to contact us
We’d love to hear from you
Contact now (928) 888-9483 info@happyledgerco.com
We're ready to answer any questions you might have about any of your accounting or bookkeeping needs.