Historical Summary Load

$297

Your books are behind and you want them right before year-end.

We take the months behind you, summarize them by category and month, and load

that as your opening position — so your LedgerDesk system starts with

year-to-date numbers already correct.

WHAT YOU GET

A categorized summary, broken out month by month, so you can see exactly

how the year actually moved — not just a single lump total.

That summary loaded into your LedgerDesk system as your opening position,

using the same category names your live entries use going forward, so your

year-to-date P&L is one continuous number, not two halves that don't

reconcile.

Anything your statements don't make clear stays flagged, not guessed at —

including anything that needs a tax judgment call rather than a category,

since this isn't tax advice. You'll always see what's settled and what

still needs your input.

A working session once your records are in — a live call where we set

your cutover date and walk the loaded system together.

WHAT YOU PROVIDE

This is a flat price because the work is bounded. Four conditions:

1. Complete months. Every month from your cutover date back to your start

point, with no gaps.

2. Digital exports. CSV or spreadsheet from your bank, card, and payment

processor. Not PDFs, not scans, not photographs of statements.

3. One business entity, business accounts only. No personal spending mixed

into the accounts being summarized.

4. Everything delivered at once. One handoff, not sent piece by piece.

Meet those four and $297 is the price, start to finish.

HOW IT WORKS

Buy now, and full instructions arrive immediately. Send your records when

they're ready. Once we've confirmed they're complete, you'll get a link to

book your working session — the one live call this includes.

If your situation is different — paper statements, missing months, mixed

accounts, multiple entities — reply before sending anything, so we can

figure out the right approach first.

WHAT THIS IS NOT

This is not a bookkeeping service and it is not a full historical rebuild.

It is the step that gets your existing records into a system you own, so

the system starts with the truth in it.

You need a LedgerDesk system for this to load into — Access ($147) or Solo

($197). Not sure which? Take the free diagnostic.

Historical Summary Load

$297

Your books are behind and you want them right before year-end.

We take the months behind you, summarize them by category and month, and load

that as your opening position — so your LedgerDesk system starts with

year-to-date numbers already correct.

WHAT YOU GET

A categorized summary, broken out month by month, so you can see exactly

how the year actually moved — not just a single lump total.

That summary loaded into your LedgerDesk system as your opening position,

using the same category names your live entries use going forward, so your

year-to-date P&L is one continuous number, not two halves that don't

reconcile.

Anything your statements don't make clear stays flagged, not guessed at —

including anything that needs a tax judgment call rather than a category,

since this isn't tax advice. You'll always see what's settled and what

still needs your input.

A working session once your records are in — a live call where we set

your cutover date and walk the loaded system together.

WHAT YOU PROVIDE

This is a flat price because the work is bounded. Four conditions:

1. Complete months. Every month from your cutover date back to your start

point, with no gaps.

2. Digital exports. CSV or spreadsheet from your bank, card, and payment

processor. Not PDFs, not scans, not photographs of statements.

3. One business entity, business accounts only. No personal spending mixed

into the accounts being summarized.

4. Everything delivered at once. One handoff, not sent piece by piece.

Meet those four and $297 is the price, start to finish.

HOW IT WORKS

Buy now, and full instructions arrive immediately. Send your records when

they're ready. Once we've confirmed they're complete, you'll get a link to

book your working session — the one live call this includes.

If your situation is different — paper statements, missing months, mixed

accounts, multiple entities — reply before sending anything, so we can

figure out the right approach first.

WHAT THIS IS NOT

This is not a bookkeeping service and it is not a full historical rebuild.

It is the step that gets your existing records into a system you own, so

the system starts with the truth in it.

You need a LedgerDesk system for this to load into — Access ($147) or Solo

($197). Not sure which? Take the free diagnostic.