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The Ledger MaxRemote Accounting for US Businesses & CPA Firms
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Accounting services for US small businesses

Pick one service or combine several into a single monthly plan. Every price is a fixed range, and nothing costs more than $1,000 a month.

Every service includes

  • A named US-hours point of contact
  • Two-step review on every deliverable
  • Encrypted portal & signed NDA
  • Fixed price — agreed before we start
Showing 10 of 10 services
BOOKKEEPING

Monthly Bookkeeping

Accurate books every month, so you always know where your business stands and your CPA gets clean numbers.

Best for: small businesses, startups and service companies with 50–500 transactions a month.

$250 – $700
per month, by transaction volume
Get a quote
WHAT’S INCLUDED
  • Transactions recorded & categorized
  • Bank & credit card reconciliations
  • Receipt matching & bank rules
  • Month-end close checklist
YOU RECEIVE

Reconciled books and a short month-end summary.

TURNAROUND

Books closed by day 10 of each month.

SOFTWARE
QuickBooks OnlineXeroDext
BOOKKEEPING

Catch-up & Clean-up Bookkeeping

Behind by months — or years? We bring your books current and fix past errors so you can file and borrow with confidence.

Best for: owners facing a tax deadline, a loan application or a CPA asking for clean records.

$150 – $300
per month of backlog
Get a quote
WHAT’S INCLUDED
  • Backlog review & fix plan
  • Missing months recorded
  • Reconciliations rebuilt
  • Opening balances corrected
YOU RECEIVE

Up-to-date, reconciled books and a clean-up report.

TURNAROUND

Usually 1–4 weeks, depending on backlog.

SOFTWARE
QuickBooks OnlineXero
BOOKKEEPING

Excel & Spreadsheet Accounting

Keep your books in Excel or Google Sheets? We maintain them properly — or build the reconciliations, schedules and reports you need on top of your accounting software.

Best for: businesses that run on spreadsheets, and owners who need custom Excel reports or clean-up of messy workbooks.

$150 – $400
per month, or $200 – $800 per project
Get a quote
WHAT’S INCLUDED
  • Bookkeeping & ledgers kept in Excel or Google Sheets
  • Bank & account reconciliations in spreadsheets
  • Custom schedules: fixed assets, loans, accruals, prepaid
  • Excel dashboards, pivot reports & data clean-up
YOU RECEIVE

Clean, formula-driven workbooks with monthly reports and a short guide.

TURNAROUND

Monthly, or 3–10 days for one-off workbooks.

SOFTWARE
Microsoft ExcelGoogle SheetsPower Query
BOOKKEEPING

Accounts Payable & Receivable

Bills paid on time and invoices chased, so cash comes in faster and vendors stay happy.

Best for: businesses with regular vendor bills and customer invoices to manage.

$150 – $400
per month
Get a quote
WHAT’S INCLUDED
  • Bill entry & payment scheduling
  • Customer invoicing
  • Overdue invoice follow-up
  • Weekly AP/AR aging report
YOU RECEIVE

A weekly aging report and a payment schedule for your approval.

TURNAROUND

Weekly cycle.

SOFTWARE
QuickBooks OnlineBill.comXero
REPORTING & ADVISORY

Financial Reporting & KPIs

Monthly reports you can actually read — and the numbers that matter for your decisions.

Best for: owners, partners and lenders who need timely, decision-ready numbers.

$150 – $300
per month (included in Growth plan)
Get a quote
WHAT’S INCLUDED
  • Profit & loss, balance sheet, cash flow
  • Budget vs actual
  • KPI dashboard (margin, cash runway, DSO)
  • 30-minute monthly review call
YOU RECEIVE

A monthly report pack with a one-page plain-English summary.

TURNAROUND

By day 10 of each month.

REPORTING & ADVISORY

Virtual CFO & Cash Flow Forecasting

CFO-level thinking without a full-time CFO salary: budgets, forecasts, pricing and funding preparation.

Best for: businesses between roughly $500k and $10M in revenue that are growing, hiring or raising money.

Financial analysis & forecasting (US GAAP & IFRS) →

$750 – $1,000
per month
Get a quote
WHAT’S INCLUDED
  • Annual budget & 13-week cash forecast
  • Pricing & profitability analysis
  • Bank loan & investor preparation
  • Monthly strategy meeting
YOU RECEIVE

A rolling forecast, KPI dashboard and an action list every month.

TURNAROUND

Monthly, with weekly forecast updates.

TAX & COMPLIANCE

Tax-Ready Books & 1099 Support

Year-end books your CPA can file from, plus contractor 1099 data prepared for filing — no scramble in March.

Best for: any business that files a US tax return and pays contractors.

$300 – $800
per year-end
Get a quote
WHAT’S INCLUDED
  • Year-end close & adjustments
  • Year-end package for your CPA
  • W-9 collection & 1099 data prep
  • Answers to your CPA’s questions
YOU RECEIVE

A complete year-end package and 1099 data, ready for your CPA to file.

TURNAROUND

January, ahead of the 1099 deadline.

TAX & COMPLIANCE

Sales Tax Reporting Support

Sales tax collected by state, reconciled to your books, and reports prepared for your filing service or CPA.

Best for: e-commerce and retail sellers collecting sales tax in one or more states.

$100 – $300
per month
Get a quote
WHAT’S INCLUDED
  • Sales tax liability reconciled
  • State-by-state summary reports
  • Marketplace facilitator sales separated
  • Filing reminders
YOU RECEIVE

Monthly or quarterly state reports, ready for filing.

SOFTWARE
ShopifyAmazonAvalaraTaxJar
TAX & COMPLIANCE

Payroll Support

Payroll processed accurately in your payroll provider and recorded correctly in your books.

Best for: businesses with 1 to 50 employees using a US payroll provider.

$100 – $300
per month
Get a quote
WHAT’S INCLUDED
  • Payroll runs in your provider
  • New hire & change updates
  • Payroll journals posted
  • Quarterly payroll reconciliation
YOU RECEIVE

Payroll registers and reconciled payroll accounts each period.

SOFTWARE
GustoADPQuickBooks Payroll
SETUP & SYSTEMS

QuickBooks & Xero Setup / Migration

Your accounting system set up right the first time, by a certified QuickBooks ProAdvisor.

Best for: new businesses, companies switching software, or anyone whose setup is causing errors.

$300 – $700
one-off
Get a quote
WHAT’S INCLUDED
  • Chart of accounts for your industry
  • Bank feeds & bank rules
  • Shopify, Stripe & PayPal integrations
  • Migration from spreadsheets or other software
YOU RECEIVE

A working system plus a short written guide and training call.

TURNAROUND

1–3 weeks.

Business filing dates we prepare you for

Full US tax calendar →
Feb 1, 2027W-2s and 1099-NEC due
Mar 15, 2027S corp (1120-S) & partnership (1065) returns
Apr 15, 2027C corp (1120) & individual (1040) returns
May 3 / May 17Florida F-1120 · Texas franchise tax

Save with a monthly plan

Bundle services into one fixed fee

Essentials
$250 – $400 /month

Monthly bookkeeping, reconciliations and a monthly P&L and balance sheet.

Growth
$450 – $700 /month

Everything in Essentials plus payroll support, reporting and a monthly review call.

Virtual CFO
$750 – $1,000 /month

Everything in Growth plus forecasting, KPIs and a monthly strategy meeting.

Compare plans in detail →

For US CPA & EA firms

White-label services for accounting firms

See the CPA firm page →

Individual returns (1040)

Prepared in your software, with review notes. You sign and file.

$40 – $120 per return

Business returns

1120, 1120-S and 1065 preparation from client books and trial balances.

$150 – $400 per return

Client bookkeeping

Monthly bookkeeping and close for your clients, white-label.

$150 – $450 per client / month

Dedicated accountant

A full-time team member working your queue, your hours.

$800 – $1,000 per month

Software we work in

We work in your tools — no switching required

QuickBooks OnlineXeroMicrosoft ExcelGoogle SheetsGustoADPBill.comShopifyAmazon Seller CentralStripeDrakeLacerteUltraTax CSProSeries
Intuit QuickBooks ProAdvisor Silver badge
Certified QuickBooks ProAdvisor
Silver tier

Not sure which services you need?

Book a free 20-minute call. We’ll recommend the right mix and send a fixed quote within 48 hours.

Book a free call →