ONBOARDING

How We Take Over Your Accounting, Phase By Phase!

We review your books before we quote, then take over in four phases, each with a set duration, a clear outcome and a small time ask from you. Most clients are on a steady monthly close within two to twelve weeks.

2,246+

Clients served

12 +

Years in industry

150 +

Strong team

How it works

How Our Outsourced Accounting Works?

Four steps from first call to your first monthly close packet. No onboarding fees, and a fixed monthly fee once we start.

Gary · Founder & CEO

Thanks for reaching out! Your free 30-minute consultation is booked.

Before your review

Consultation booked✓

Free demo scheduled✓

NDA signed✓

Financials shared✓

Our team

Four People on Your Books, Each With a Clear Role

Four steps from first call to your first monthly close packet. No onboarding fees, and a fixed monthly fee once we start.

Prepares

Bookkeeper

Handles daily bookkeeping, categorization, and reconciliations, and maintains complete supporting documentation.

reviews

Senior Accountant

Checks reconciliations, schedules and documentation against our SOPs before final review.

signs off

Controller

Performs the final GAAP-level review, leads your monthly review call and advises on COGS, deferred revenue and loans.

Owns delivery

Client Success Manager

Oversees timelines and quality, and coordinates the team so nothing stalls.

Data security

How We Protect Your Financial Data?

Four steps from first call to your first monthly close packet. No onboarding fees, and a fixed monthly fee once we start.

DAY 1-2

Pre-close notice

A short list of required documents and missing statements, plus any clarification call scheduled upfront.

DAY 3-6

Milestone updates

Only key milestones and blockers: reconciliations done, sales imported, inventory and COGS variances, items needing your input.

BY DAY 7

Close complete

Confirmation of close, the full report pack, key findings and recommended adjustments.

RECURRING

Monthly review call

Your Controller walks through the P&L, balance sheet and cash flow, and you leave with clear action items.

Data security

How We Protect Your Financial Data?

Least-privilege access by default. We never need permission to move your money.

View-only banking

View-only access to bank, card and merchant accounts. No payment or transfer permissions.

Minimal permissions

Bookkeeper or accountant roles only. Admin access only when temporarily needed for setup.

Secure document sharing

An encrypted client folder for statements, and no passwords ever sent by email or chat.

2FA and access audits

Two-factor authentication wherever available, and access reviewed every quarter.

Client results

What Clients Say After Onboarding?

My main problem always has been to know my accurate profits & this is precisely what Ledger Labs helped me with. They went through my entire supply chain costs, my monthly operational expenses, and COGS and got me the correct costing of my goods and the cost of running the business. Now I know how much I need to sell & at what price I should sell it to be profitable.

Ariel Robinson CEO & Founder

Since working with Ledger labs, our bookkeeping and Controller processes have been streamlined. The routine accounting tasks are managed on a predictable schedule, and checklists are used to ensure that all required documents are processed within the proper deadlines. We have improved the accuracy and timeliness of our financial statements and other crucial

Patrik Nichols CFO

We have a unique business, and almost all the accounting firms we have engaged so far have been unable to get a hold of our business. But Ledger Labs really took the bull by its horn. They understood our business better than us & created a very customized process & systems to streamline our accounting department. We now have detailed step-by-step process documentation, checklists & schedule of reports.

Amanda Fludd CEO

Ledger Labs found $18K in missed deductions that our old accountant completely missed, same books, same receipts, totally different results. That’s when I knew we were finally working with pros. Since then, they’ve helped us restructure expenses and make tax planning part of the daily flow, not just something we scramble on last minute.

Michael Smith CFO

Gary, yes. The founder, took the time to really understand our business and where we were struggling. Within a few weeks, our books were clean, our cash flow was clear, and we were spending way less time managing it all. You can tell he genuinely cares, and that energy runs through the whole team

Nicole Allen Founder & CEO

FAQs

Onboarding Questions, Answered

Pricing and plans are on our pricing page.

1. How much of my time does onboarding take?

Most of your time goes into the first few weeks. Plan on about 2–3 hours to give us access and walk us through your business. During cleanup, expect another 4–6 hours, mostly quick answers and a weekly 30-minute check-in. Approving new automations takes about 3–4 hours. Once your monthly close is running, you’ll spend about two hours a month on accounting, mostly the monthly review call.

2. What happens before I sign?

You start with a free 30-minute consultation with Gary Jain, our Founder & CEO, and we sign an NDA before you share any financials. An accountant and a file analyst then review your books, workflows and pain points. Your quote is based on transaction volume, number of accounts and entities, your accounting system, and the condition of your books. You choose a Bookkeeping, Controller or CFO plan at a fixed monthly fee. Any cleanup is scoped separately, and there are no onboarding fees.

3. How do I move from my current bookkeeper?

We manage the handover. In the first week, we request access to your accounting file, bank feeds and payroll, and review how your books are run today. Your current bookkeeper can help by answering a few questions, but that’s optional; we can work from your records alone. We take over functions in stages, so nothing is missed. Onboarding takes two to twelve weeks, depending on your entities, systems and how current your books are.

4. Can you catch up books that are months behind?

Yes. Books that are months or even years behind are routine for us. Cleanup is the first step of working with us, not something you need to do beforehand. We assess the books, find the problems, and quote the cleanup separately from your monthly fee. Once your books are current, we keep them current every month. We don’t take on one-time cleanups without ongoing work.

5. How fast will you respond to my questions?

We reply within 24 hours on business days, and urgent issues are handled the same business day. You’ll have a named, US-based point of contact who works your business hours. You can reach your team by email, phone, Slack, Teams or WhatsApp.

6. What types of companies do you serve?

We work with US businesses doing $2M–$50M in annual revenue. Our deepest experience is with inventory-led ecommerce brands, consumer packaged goods (CPG) companies, manufacturing and distribution businesses, and startups. We work inside QuickBooks, Xero, NetSuite, Odoo, Sage Intacct, Microsoft Dynamics and other systems. If your business falls outside these areas, book a call and we’ll tell you honestly whether we’re the right fit.

What we are doing

Paving Way For Delivering Accurate Books Quickly

We employ a simple three-step onboarding process. At each step, there will be a definitive goal and an action plan. Similarly, our requirements and deliverables will also be clearly defined right from the start.

All through the process, we will help you automate repetitive tasks, such as creating journal entries or reconciling account statements. This eliminates the need to collect and normalize data from other departments.

Additionally, we will use tools and platforms that will seamlessly integrate financial management capabilities, inventory and order management, HR, customer management, ecommerce and more.

What we are doing

Why We Are The Best Accounting Services Ever!

Get In Touch

Start the conversation and share your goals.

Reach out via form, call (1-888-333-0992) or email (info@theledgerlabs.com)
We schedule a free demo tailored to your business
Sign an NDA to protect your financial information
Submit required financial data for initial analysis

Access & Setup

We lay the foundation and gather the tools needed to get started.

Assign your dedicated team & Implementation manager
Request view-only access to:
- Bank, sales channels, accounting software.
- Payroll, tax portals, inventory tools, etc.
Build your Accounting Process Map and Task Calendar
Align on key workflows: AP, AR, Payroll compliance

Discovery & Proposal

We review your accounting setup and build a customized plan.

Detailed review by a CPA & file analyst
Discuss pain points, workflows, and goals
Receive a 3-tier proposal with scope & pricing
Choose your preferred tier and sign the agreement

Onboarding & Planning

Your accounting is now in expert hands.

Clean up historical books & optimize structure.
Begin daily operations: recons, AP/AR,
Create your Client Procedure Manual
Regular reports & meetings:
- Daily transactions, weekly AP/AR aging
- Monthly close packet with 20+ reports
- Ongoing insights & supports

Get In Touch

Start the conversation and share your goals.

Reach out via form, call (1-888-333-0992) or email (info@theledgerlabs.com)
We schedule a free demo tailored to your business
Sign an NDA to protect your financial information
Submit required financial data for initial analysis

Discovery & Proposal

We review your accounting setup and build a customized plan.

Detailed review by a CPA & file analyst
Discuss pain points, workflows, and goals
Receive a 3-tier proposal with scope & pricing
Choose your preferred tier and sign the agreement

Access & Setup

We lay the foundation and gather the tools needed to get started.

Assign your dedicated team & Implementation manager
Request view-only access to:
- Bank, sales channels, accounting software.
- Payroll, tax portals, inventory tools, etc.
Build your Accounting Process Map and Task Calendar
Align on key workflows: AP, AR, Payroll compliance

Onboarding & Planning

Your accounting is now in expert hands.

Clean up historical books & optimize structure.
Begin daily operations: recons, AP/AR,
Create your Client Procedure Manual
Regular reports & meetings:
- Daily transactions, weekly AP/AR aging
- Monthly close packet with 20+ reports
- Ongoing insights & supports

What's in it for you?

Why Businesses Choose Ledger Labs

With over 12 years of experience, we have crafted thousands of processes and systems that enable us to improve your KPIs.

Data security

World class security with remote cloud infrastructure

Documented processes

Process development and documentations to ensure everything goes as per the plan.

Remote focused technology

Technology geared to support remote accounting teams and their communication

Regular updates

Responsive team with frequent updates on your account.

Structured handover from day one

A planned handover of your accounting function, starting on day one, so nothing falls through the cracks.

Dedicated success managers

Dedicated managers for consistency in planning and communication.

FAQs

Questions Frequently Asked By Our Clients

An assigned team of dedicated accountants and bookkeepers will perform all the tasks related to bookkeeping. This team will serve you exclusively and will deliver all the required services to you.

Our clients appreciate us for delivering accurate accounts each time. This is possible because:

1. The same team will work on your accounts.
2. We will document and discuss every action with you.
3. We conduct an extensive three-level checking of the books to deliver accuracy.

Apart from this, we take full responsibility for any adverse or unexpected outcome that derives from our or our team members’ actions.

Ledger Labs is the perfect fit for your business if you or your business are:

1. An American company or its subsidiary
2. Relates in any manner to the financial sector or “numbers”
3. Generates more than $1 million in annual revenue from lawful operations.

Searching for:

1. Cutting edge and modern technology based accounting
2. Methods for securing all financial data and management strategies for high-level accounting
3. Ways to simplify accounting overall via the use of dependable and advanced costing and other types of reporting
4. Methods for generating and enhancing efficiency through accounting simplification.

We often try different tools and strategies to make our current client’s procedures easier. We do this with the aid of several advanced and well-equipped technologies. NetSuite is one of the ERP suites we utilize. To communicate with our clients and the teams, we use MS Teams, Skype, etc. Similarly, Asana and Clickup are among our project management platforms.

Your team of accountants may perform the closing of the books and accounts on several occasions. This is dependent on the kind of firm, the size of operations, and other business-related complications. However, generally speaking, our staff aims to deliver the accounts from the previous month during the first week of the subsequent month.

Given our efficiency, accuracy and speed, it is extremely improbable that you'd want to do that. However, if you do decide to terminate your agreement with us, you may do so by sending our staff an email expressing your desire to end the contract.

Within a week of your communication, our team of accountants will analyze the operations and performance of your company. During this time we will need to review your financial records and other information. For the same reason, it would be helpful for us and you, if your bookkeepers or accountants could respond to certain questions that may come up. It’s not absolutely necessary, though. We can still go on without communicating with them if we get the required documents.

Yes, you have the complete right to ask questions and seek clarifications. However, for the entire team to be accessible to answer, we only recommend contacting us during business hours.

In our experience of over 12 years it’s never been a challenge to work together remotely for our clients. Our bookkeepers and accountants connect with you for every purpose through phone calls, messages, emails, online meetings, conferences, or any other preferred method of communication.

No, you may want to shed your current accounting and bookkeeping employees once you’ve connected to our smart team. Your new Ledger Labs team will efficiently handle all the responsibilities associated with this domain. This crew will cater to you exclusively. They might need to speak to someone in your company, who need not be a bookkeeper or an accountant.

We use a quick but efficient process to onboard new customers. We can immediately take care of all of your needs. However, it would be preferable if you gave us some time to research your company and its environment so we can understand it better. It might take anywhere between 30 and 60 days to finish the entire process of researching your business, optimizing the current accounting processes, creating, implementing, and reporting on policies.

Even if our accountant is on leave for some reason, rest assured your project won’t be affected in any way. Since we usually operate as a team, the absence of any accountants has no bearing on how business typically gets done.

Finance and accounting are sensitive functions. The results will not be seen overnight. However, your firm will begin to see the convenience of bookkeeping and accounting as promised within the first three months. If we get all the requested and due statements and bills on time, this period can also be shortened.

We work in your accounting platform with the access you grant, and documents you share are returned when your books are updated or the engagement ends. We sign a non-disclosure agreement with each client.

Yes, we take care of all the requirements of your business as you desire. We assign a dedicated team to your business that takes care of all kinds of requirements including learning and matching the expectations of the customer, complying with payment schedules, connecting with vendors, and more. For the same, we can also publish a daily report if required.

Cash bookkeeping is specifically about the transactions related to cash or bank transactions. Hence, under this form of accounting, only the cash or bank receipts and payments are recorded. Whereas, accrual bookkeeping is a more sophisticated and inclusive approach to bookkeeping. Under this, all kinds of debts and receipts from all sources are taken care of for calculation. Majorly, all the big business houses use accrual bookkeeping techniques for better and more accurate accounting.

We've got over 12 years of experience, and we work mainly with US businesses doing $2M–$50M in inventory-led ecommerce, CPG, manufacturing and distribution, and with startups. Those are the industries where our processes run deepest. If your business sits outside them, connect with the experts at Ledger Labs and we'll tell you honestly whether we're the right fit.

It’s very easy to commence working with Ledger Labs. After your discovery call and signing of non-disclosure agreement, all we'll need from you is:

1. Access to electronic transaction records for all sources
2. Software for expense reporting
3. This does not include introduction or accumulation of personal or non-business expenses.

Yes, we can support international companies as well but the only given condition for the same is that your organization must be a US-based entity only and no other. You may be working remotely from any other part of the world, but your company's roots should be from the USA.

Yes, we also do bookkeeping for companies with NSF SBIR grants. Our experts at Ledger Labs has years of experience working with the complications attached to NSF SBIR requirements like managing unallowable expenses, indirect costs, etc.

Knowledge Partners

Knowledge Shared With

Our Services

How We Are Helping Businesses Grow Fast

Accounting & Bookkeeping

3 Stage checks with most Plug n Play accounting team

Accounting & Bookkeeping services

Controller Services

Tighter Controls to stop leakage & faster close

Controller & Audit Services

CFO & Advisory Services

Understand the problems and create the right strategy

CFO & Advisory Services

Tax Setup, Review & Filings

Every tax is USA covered, from registration to filings.

Tax Setup, Review & Filings

Top Notch Consulting

Get An Industry-Specific Custom Proposal And Consultation Now!

Book a free 30-minute consultation with Gary Jain, Founder & CEO of Ledger Labs, with 12+ years of experience helping small and mid-sized US businesses boost growth, streamline finances, and plan for the future.

Always Included: