Bookkeeping for small business owners
Clear books. Less stress. More time for your business.
Monthly bookkeeping, catch-up work, payroll services, and clear financial reports—backed by a business owner who understands what it takes to keep a business moving. Ledger Unity Bookkeeping helps you organize your records and understand your numbers, so you can focus on the work in front of you.
Based in Burlington, North Carolina. Built around the person behind the business.
Your books should help you make decisions—not leave you guessing.
Are your books behind? Do the numbers in your software fail to match your bank statements? Are you spending evenings sorting transactions instead of getting a clear picture of the business? We help you address the bookkeeping work that is getting in the way.
Behind on the books
Months of transactions waiting to be categorized and reconciled.
Unsure what the numbers mean
Reports that don't give you a clear picture of where the business stands.
Too much time spent on bookkeeping
Evenings lost to sorting transactions instead of running the business.
The right help for where your books are today.
A bookkeeping partner who has been in your shoes.
Kaushal has run gas stations, convenience stores, a pizza restaurant, and a car rental business. He understands that the books are connected to real decisions and day-to-day pressures. Ledger Unity is built around practical support and a personal understanding of the business behind the numbers.
"I've been in your shoes and in the day-to-day trenches of running a business."
— Kaushal Patel, owner of Ledger Unity Bookkeeping
A clear process, from the first conversation onward.
Discovery Call
Tell us about your business, current software, bookkeeping challenges, and the help you need. We discuss transaction volume and the number of bank and credit card accounts to understand the work involved. For payroll support, we also discuss your team and current payroll process.
Review and Plan
We review the information needed to assess your books and recommend a monthly package, project scope, or payroll service scope. Services, responsibilities, and timing are agreed before work begins.
Onboarding and Organization
We agree how records will be shared and which account permissions are needed, then complete any agreed setup, catch-up, or cleanup work.
Ongoing Support or Project Handoff
For monthly clients, we maintain the books and provide the reports and communication included in the plan. For one-time projects, we deliver the agreed work and discuss any useful next steps. When payroll services are part of the engagement, we follow the separately agreed payroll scope.
Bookkeeping packages built around your business.
Choose a starting point based on your transaction volume, reporting needs, and the support your business needs. We'll help you find the right fit during a discovery call.
Starter
For solopreneurs, freelancers, consultants, and small service businesses with straightforward books.
- Up to 75 transactions per month.
- Reconciliation of 1 bank account.
- Reconciliation of 1 credit card account.
- Monthly Profit & Loss report.
Growth
For growing businessesFor growing small businesses that need broader monthly reporting.
- Up to 200 transactions per month.
- Up to 3 financial accounts in total.
- Monthly bank and credit card reconciliation within that account allowance.
- Profit & Loss and Balance Sheet.
Premium
Custom-scoped support for higher-volume or more complex books.
- Advanced reconciliations.
- Monthly financial reports.
- Cash flow summary.
- Financial review call.
Questions, answered.
Let's get a clearer picture of your books.
Tell us where things stand, what is taking up your time, and the support you need. We'll discuss the next step together.