One-Time QuickBooks Online Cleanup & Financial Foundation Service

Custom Fixed-Fee Pricing

Every successful business starts with a strong foundation. When your books have fallen behind, contain inaccuracies, or simply need a fresh start, Groundwork provides a complete review and cleanup of your QuickBooks Online file so you can move forward with confidence.

Whether you're preparing for tax season, catching up after months of neglected bookkeeping, or transitioning to professional monthly bookkeeping, we'll restore order to your financial records and establish a reliable foundation for your business.

What's Included

Every Groundwork project begins with a complimentary Discovery Call and an evaluation of your QuickBooks Online file. Based on your business's needs, your cleanup may include:

• Review of your current QuickBooks Online company

• Assessment of bookkeeping issues and cleanup requirements

• Transaction review and categorization

• Bank and credit card reconciliations

• Cleanup of uncategorized or duplicate transactions

• Correction of bookkeeping errors when appropriate

• Updated Profit & Loss Statement

• Updated Balance Sheet

• Recommendations for maintaining accurate books moving forward

Perfect For

Groundwork is designed for business owners whose books have fallen behind, contain inaccuracies, or need professional organization before transitioning into ongoing monthly bookkeeping.

Our Process

Every cleanup begins with a complimentary Discovery Call where we'll learn about your business and discuss your bookkeeping concerns. You'll then provide Accountant access to your QuickBooks Online company so we can evaluate the condition of your books.

After completing our review, you'll receive a fixed-fee proposal outlining the scope of work, project timeline, and total investment. Once approved, we'll organize your books, reconcile your accounts, correct identified bookkeeping issues, and prepare updated financial reports.

Upon completion, we'll review the results with you and discuss recommendations for maintaining accurate books going forward, including transitioning into one of our monthly bookkeeping packages if ongoing support is needed.

Why Choose Groundwork?

Messy books create uncertainty. Groundwork is designed to restore clarity by organizing your financial records, reconciling your accounts, and giving you confidence that your QuickBooks Online file accurately reflects your business.

With more than a decade of experience supporting law firms and managing financial operations, Locustwood Ledger approaches every cleanup with precision, professionalism, and a commitment to building a strong financial foundation.

Because lasting success begins with solid groundwork.

Essential Monthly Bookkeeping

Starting at $500/month

Build a strong financial foundation with dependable monthly bookkeeping designed specifically for solo attorneys and small law firms.

The Roots package is ideal for firms that need accurate, organized books without the expense of hiring an in-house bookkeeper. Each month, we'll maintain your QuickBooks Online file by recording and categorizing transactions, reconciling your financial accounts, and preparing clear financial reports that help you understand your firm's financial position.

By keeping your books current and organized, you'll spend less time managing finances and more time serving your clients.

What's Included

• Up to 100 transactions per month

• Up to 2 financial accounts (bank and/or credit card)

• Monthly transaction categorization

• Monthly bank and credit card reconciliations

• Review and maintenance of your QuickBooks Online file

• Monthly Profit & Loss Statement

• Monthly Balance Sheet

• Secure document sharing

• Email support

Perfect For

Roots is designed for solo attorneys and boutique law firms with straightforward bookkeeping needs who want reliable monthly financial records and the peace of mind that comes from knowing their books are accurate and up to date.

Our Monthly Process

Each month, you'll securely provide any required financial documents. We'll review and categorize your transactions, reconcile your accounts, update your QuickBooks Online records, and prepare your monthly financial reports. If we identify any bookkeeping questions or unusual transactions, we'll communicate with you promptly so your records remain accurate.

Why Choose Roots?

Accurate bookkeeping is the foundation of every successful business. The Roots package provides consistent monthly financial organization, helping your firm stay prepared for tax season, make informed business decisions, and maintain confidence in the accuracy of your books.

Expanded Monthly Bookkeeping for Growing Law Firms

Starting at $750/month

As your law firm grows, so do the demands on your bookkeeping. The Growth package is designed for firms with increasing transaction volume that need more comprehensive financial support while maintaining the personalized service Locustwood Ledger is known for.

We'll keep your QuickBooks Online records accurate and up to date by managing your monthly bookkeeping, reconciling your financial accounts, and providing reliable financial reports that help you understand your firm's financial performance. With organized books and consistent reporting, you'll have the information you need to make informed business decisions while staying focused on serving your clients.

What's Included

• Up to 250 transactions per month

• Up to 5 financial accounts (bank and/or credit card)

• Monthly transaction categorization

• Monthly bank and credit card reconciliations

• Review and maintenance of your QuickBooks Online file

• Monthly Profit & Loss Statement

• Monthly Balance Sheet

• Monthly review of outstanding bookkeeping items

• Secure document sharing

• Priority email support

Perfect For

Growth is designed for solo attorneys and growing law firms with increased bookkeeping activity that require more comprehensive monthly support and financial organization.

Our Monthly Process

Each month, we'll review your QuickBooks Online file, categorize transactions, reconcile your accounts, and prepare your monthly financial statements. We'll also identify any outstanding bookkeeping questions or unusual activity and communicate with you to ensure your records remain complete and accurate. As your firm grows, we'll help maintain organized financial records that support better business decisions and long-term success.

Why Choose Growth?

Growth provides the consistency and financial clarity your firm needs as it expands. By maintaining accurate books and dependable financial reporting, you'll spend less time managing your finances and more time building your practice with confidence.

As your business grows, your bookkeeping should grow with it.

Comprehensive Monthly Bookkeeping & Financial Support

Starting at $1,200/month

Legacy is our most comprehensive monthly bookkeeping package, designed for established solo attorneys and growing law firms with more complex bookkeeping needs. As your trusted bookkeeping partner, we'll provide proactive financial support, maintain accurate QuickBooks Online records, and deliver the reporting you need to confidently manage your firm's finances.

With expanded transaction capacity, additional account reconciliations, and priority support, Legacy is ideal for firms that want dependable bookkeeping and responsive service as they continue to grow.

What's Included

• Up to 500 transactions per month

• Up to 8 financial accounts (bank and/or credit card)

• Monthly transaction categorization

• Monthly bank and credit card reconciliations

• Review and maintenance of your QuickBooks Online file

• Monthly Profit & Loss Statement

• Monthly Balance Sheet

• Accounts receivable tracking

• Accounts payable tracking

• Quarterly financial review meeting

• Priority email support

• Secure document sharing

Perfect For

Legacy is designed for established solo attorneys and small law firms with higher transaction volume that want a trusted bookkeeping partner to help maintain organized financial records and support informed business decisions.

Our Monthly Process

Each month, we'll review and maintain your QuickBooks Online file, categorize transactions, reconcile all financial accounts, and prepare your monthly financial statements. We'll monitor outstanding bookkeeping items, communicate proactively regarding questions or unusual activity, and provide consistent reporting that helps you understand your firm's financial position.

As part of the Legacy package, you'll also receive quarterly financial review meetings to discuss your reports, answer questions, and help ensure your bookkeeping continues to support your firm's long-term goals.

Why Choose Legacy?

As your law firm grows, dependable financial information becomes increasingly important. Legacy provides the highest level of bookkeeping support offered by Locustwood Ledger, giving you organized records, accurate reporting, and a dedicated bookkeeping partner committed to helping your firm operate with confidence.

Because great businesses aren't built overnight—they leave a legacy.