Our Service

Our Tiered Services

Our service packages are offered on a monthly retainer. To establish how we best fit your current stage of growth, please speak with a member of our team.

1 Silver

Best for businesses that are just starting out includes tracking of your income and expense transactions for all business checking, savings and credit card accounts.
  • Quarterly Financial Reviews
  • Chart of Account Maintenance
  • Monthly bookkeeping (Cash Basis)
  • Bank & CC reconciliation
  • Payroll reconciliation
  • Profit & Loss Statement
  • Balance Sheet
  • Cash Flows
  • Variance Analysis, Charts & Graphs

1 Gold

Best for businesses that are ready to take the next step.

  • Everything in Silver +
  • Monthly Financial Review
  • Monthly bookkeeping
  • Bank & CC reconciliation
  • Payroll reconciliation
  • Class & location reporting
  • Budget & forecasting
  • Virtual Bill Pay Management
  • KPIs Analysis

3 Platinum

Best for established businesses
that are looking to expand and grow.

  • Everything in Gold +
  • Monthly Financial Reviews
  • Monthly Bookkeeping
  • Bank & CC reconciliation
  • Payroll reconciliation
  • Budget & forecasting
  • Vendor Management/W9 Collections*
  • Virtual Bill Pay Management
  • Advanced forecasting

4 Add-Ons

Services below can be added to any package, if not already included. Some services may be provided by our Service Partners.
  • Advanced KPI analysis
  • Business tax return*
  • Personal Tax Return*
  • Payroll Administration
  • Strategic Tax Planning
  • W-9 Collection
  • 1099 Filings
  • Process Analysis
  • Historical Book & Financial Statement Clean Up
  • Business Forward Plans

Need a customised solution?

Our team can tailor a service package to meet your exact requirement.

Contact us now to find out more. Call on (646) 844-0757 or

Client Testimonials
Hear from Our Satisfied Clients

At Prime Ledger, we take pride in the success of our clients and strive to deliver exceptional financial services. Here’s what some of our satisfied clients have to say about their experiences working with us:

Find out more about our services

Outsourced Accounting & Bookkeeping

Rely on timely and accurate bookkeeping, financial statements, and analysis to make informed decisions.

Fractional CFO

Strategic financial leadership, budgeting, cash flow management, financial reporting, and more.

Payroll & HR Management

Streamline payroll processes, effectively manage employee benefits and ensure compliance.

Tax Planning & Preparation

Prepared tax filings on time maximizing your benefits with our top of the line partners.

Take the First Step
Towards Streamlined Accounting Today

Prime Ledger is here to help you simplify your processes, maintain compliance, and foster a thriving workforce.

1 Schedule a Consultation

Reach out to our team to arrange a one-on-one consultation where we’ll discuss your specific needs, challenges, and goals. This will enable us to create a customized proposal that aligns with your business requirements.

2 Request a Quote

If you already have a clear understanding of your financial services needs, simply request a quote from our team. We’ll provide a detailed cost breakdown and timeline for implementing our services in your organization.

3 Getting in touch for more information

If you have any questions about our services, don’t hesitate to contact us. Our knowledgeable team is always available to provide guidance and support, ensuring you have all the information you need to make an informed decision.

Call to speak to one of our financial services experts on (646) 844-0757 or