Branch and Ledger runs monthly bookkeeping, payroll, and cleanup work for owner-operated small businesses. We keep the practice small on purpose so the work stays personal and the person you talk to is the person doing the books.
Branch and Ledger was built for small business owners who want their books truly closed each month. That means more than keeping transactions categorized, it means completing the reconciliations, reviewing the accounts, handling payroll and sales tax when needed, and delivering a clean, reliable set of books on time. And when you have a question, there's a real person on the other end who knows your business and is there to help.
Our focus is simple: keeping your books accurate, organized, and up to date so you can have confidence in your numbers and your CPA has what they need when tax time comes around. We take the monthly close seriously, look for things that need attention, and take as much of the bookkeeping and payroll work off your plate as you'd like us to.
If your books need some catching up first, we do that too. Cleanup work is carefully scoped, priced at a fixed fee, and documented before we begin so you know exactly what to expect.
But cleanup isn't the goal. The goal is getting your books to a place where they can stay current, accurate, and dependable month after month. That's what Branch and Ledger is here to do.
Books closed properly. Payroll handled. Answers within a business day.
These are the rules that decide what we take on, how we price it, and how we deliver it. Nothing here is marketing language.
The person who does your discovery call is the person doing your books. Not a rotating team, not a portal ticket, not an inbox somebody watches when they get around to it.
Every engagement is quoted in writing before the work starts. Monthly and cleanup both. No open-ended hourly billing, no surprise invoices.
Blue collar trades, insurance agencies, short-term rental management, real estate. We know the mechanics of these industries already, so less time gets spent explaining your business and more time gets spent getting the books right.
Every material adjustment during cleanup is documented in a workpaper file you keep. Every month closes with a written summary note. The reasoning is always written down, so you and your CPA can follow it.
We prepare books the way tax preparers actually want them: year-end packets, adjusting entries, reconciled equity. Your CPA should have less work at year end, not more.
Emails get answered. Directly, within one business day, every time.
A large share of our work comes through CPA referrals, and we value those relationships. We believe good bookkeeping should make year-end easier for everyone. Keeping the books current throughout the year, addressing issues as they come up, and giving the CPA a clean set of records to work from when it's time to prepare the return.
If you're a CPA with clients who need dependable monthly bookkeeping or help getting their books caught up, we'd be glad to be a resource. We handle monthly bookkeeping and cleanup, communicate with you when something material needs attention, and can provide reports and workpapers in a format that works for your practice.
We focus on the bookkeeping side and leave tax preparation and filing to you. It's a straightforward partnership: we keep the books in good shape, you handle the tax work, and the client benefits from having both pieces handled well.
We work directly with a handful of tax-focused firms nationwide. If you want to talk about how a bookkeeping referral relationship could work for your practice, we are always open to a call.
Schedule a callBring your questions. We will tell you honestly what shape your books are in and what it would take to get where you want. Whether you engage with us or not, you will leave the call knowing more than when you got on.
Book a discovery call