Wright Ledger Solutions
Your books, done before your coffee's cold.
While your business winds down for the night, I'm reconciling accounts and closing out the month. By the time you're at your desk, the numbers are already ready — no backlog, no month-end scramble, no waiting around for your bookkeeper to "get to it."
Every account reconciled. Every report CPA-ready. Every month, on time.
Yes — AI can categorize transactions now. It's fast, and I use automation myself where it actually helps. But it doesn't know that "Uncle Ray's Diesel" is really a personal expense, and it won't catch the $4,000 duplicate charge that AI-tagged as "normal." A tool can sort your data. It can't be responsible for it. That part's still me — every account, reviewed by a person, every month.
What's included
An extension of your team
All documents move through encrypted, secure portals (Liscio/QBO) — never loose files over email. Your financial data gets treated like it matters, because it does.
Built for your CPA, not just you
I don't just tag transactions — I reconcile every account and prep the file the way a CPA actually wants to see it. Less cleanup on their end, fewer billable hours for you.
Who's behind this
I'm Dan — a Certified QuickBooks ProAdvisor, and I build standardized, repeatable bookkeeping systems so tax season stops being a fire drill. Not a call center. Not an offshore team you never talk to. Just one person who actually knows your books, on the phone when you need me.
When I'm around
I work U.S. business hours (Mountain Time), backed by redundant fiber and battery/solar backup — so deadlines get met the same way, every time. U.S. citizen, native English speaker, with hands-on experience inside U.S. organizations, including Adams State University and BYU-Idaho.
The CPA-ready guarantee
Reconciled to the penny
Every bank and credit card account, reconciled monthly, so the balance in your books actually matches your real accounts. No guessing.
No junk-drawer categories
"Uncategorized" and "Miscellaneous" don't just sit there and grow. I clean up mis-coded transactions as I go, not once a year in a panic.
Pre-tax-season cleanup
A full year-end pass through your ledger before it ever reaches your CPA — so their time (and your invoice from them) goes to strategy, not data entry.
Reports you can actually read
A clear P&L and Balance Sheet every month, so decisions are based on your actual numbers — not a gut feeling about your bank balance.
Behind the scenes
Connectivity that doesn't flake
Primary fiber connection with automatic failover to a backup ISP, plus battery and solar power backup — your books don't stall because of a storm.
Nothing floats around in email
Encrypted portals like Liscio and QuickBooks Online handle every document transfer. Sensitive financial info doesn't get emailed as an attachment.
Speaks the same language
U.S. citizen with real experience inside U.S. organizations — I know the documentation standards your CPA firm already expects.
Actually reachable
A dedicated schedule overlapping Mountain Time business hours, so when you have a quick question, you get a quick answer.
What it costs
Every business's books look different, so pricing is based on what your business actually needs — not a flat rate. These are starting points. After a free books review, you'll get an exact quote, no surprises.
Cleanup / Catch-Up
Starting fresh? Most new clients need a one-time cleanup before monthly service kicks in — this gets your books current so we're not building on a mess.
The Essential Ledger
For solopreneurs, freelancers, and micro-businesses.
- Cash-basis bookkeeping
- Reconciliation of up to 3 accounts
- Up to 150 transactions/mo
- Quarterly tax-estimate check-in
The Growth Ledger
For established service businesses and growing teams.
- Up to 300 transactions/mo
- Accrual-basis bookkeeping
- AP/AR tracking included
- Monthly 15-min insights call
The Executive Ledger
For e-commerce, product-based, or high-complexity businesses.
- 300+ transactions/mo
- Inventory tracking & COGS
- Multi-channel sales reconciliation
- Weekly 30-min financial review
The Premium Ledger
For businesses that want a financial partner, not just a bookkeeper.
- Everything in Executive
- Cash-flow forecasting
- Margin analysis by product/service
- Custom scope — let's talk
Every package gets fitted to your business after a free consultation. Pricing reflects transaction volume and complexity — not a flat industry rate.
Schedule your free books review →Let's look at your books
A quick overview of where things stand, then we'll find a time to talk.