Services
We do your bookkeeping. Every day.
Every plan starts with your books being done for you, then adds planning and an AI CFO on top. Pick the help you need — each page says exactly what we do, what we need from you, how long it takes, and what it costs.
Roofing CFO
A roofing CFO who checks the job made money before the crew leaves town
Finance help for roofing companies: margin by job and crew, real overhead and profit recovery, commission tied to margin, and cash that survives a slow winter.
Founding plans: $149, $249, $499 or $899 a month. Bookkeeping is included in every plan.
Electrician CFO
An electrician CFO who makes sure the bid covered the truck, not just the wire
Finance help for electrical contractors: loaded labor rates, margin by service line, bidding that recovers overhead, and cash planning around slow payers.
Founding plans: $149, $249, $499 or $899 a month. Bookkeeping is included in every plan.
Contractor CFO
A fractional CFO for contractors who need the job numbers to make sense
Finance help built for trade contractors: gross margin by job and crew, loaded labor cost, a 13-week cash forecast, and pricing that covers overhead and profit.
Founding plans: $149, $249, $499 or $899 a month. Bookkeeping is included in every plan.
HVAC CFO
An HVAC CFO who knows what a busy July costs you in January
Finance help built for heating and air companies: gross margin by job, truck and tech, seasonal cash planning, and pricing that covers labor, parts and overhead.
Founding plans: $149, $249, $499 or $899 a month. Bookkeeping is included in every plan.
Outsourced CFO
Outsourced CFO services, without a full-time salary
A finance leader who watches your cash, profit and pricing every month, explains what changed in plain words, and tells you what to do next.
Founding plans: $149, $249, $499 or $899 a month. Bookkeeping is included in every plan.
Fractional CFO
A fractional CFO for the part of the job you actually need
Senior finance help a few hours a month instead of a full-time hire: cash planning, pricing, profit by job and a straight answer when you have a big decision.
Flat monthly plans. No hourly billing, no surprise invoices.
Virtual CFO
A virtual finance department you can open before breakfast
Software that watches your money every day plus a finance leader who explains it monthly. Cash, profit, forecasts and next steps in one place.
Founding plans: $149, $249, $499 or $899 a month, locked for as long as you stay.
Part-time CFO
A part-time CFO for owners who wear too many hats
You do not need a CFO every day. You need one before payroll, before a price change, and before you sign a loan. That is what part time buys you.
Flat monthly fee, no minimum hours to buy.
CFO advisory
CFO advisory for the decisions that actually move money
Hire, buy, borrow, raise prices or wait? We put real numbers behind the choice and show the math in language you can repeat to your team.
Included in the Virtual CFO plan; available as a project.
Monthly bookkeeping
Monthly bookkeeping, closed by the 10th
Every transaction categorized, every account reconciled, one short list of questions and a close package you can read in five minutes.
Priced on yearly revenue, not guessed hours.
Catch-up bookkeeping
Catch-up bookkeeping for months or years behind
Behind on your books? We rebuild prior months in order, reconcile every account and hand you filing-ready financials with a fixed quote up front.
Quoted per month behind, after a free complexity assessment.
QuickBooks cleanup
QuickBooks Online cleanup and diagnostic
Fix a QuickBooks file that no longer ties: bad reconciliations, a bloated chart of accounts, negative inventory, wrong opening balances and duplicate transactions.
One-time project fee based on the diagnostic findings.
Financial reporting
Financial reporting that answers questions
Dashboards, trends and a written executive summary each month, so you know what changed, why, and what to do about it.
Included with monthly bookkeeping plans above the starter tier.
Document automation
Automatic receipt reading with human review
Snap a photo, and the platform reads the vendor, date, total and tax, then matches it to the right bank transaction. Low-confidence results go to a person.
Included in every LedgerDude plan.
Want someone else to keep the books clean?
LedgerDude reads your receipts, matches your bank activity and closes your books every month, so the numbers on these pages are always current.