Pricing Packages
Professional Services, Up Front Pricing
At Mod Ledger, we offer professional services with pricing that’s transparent and tailored to your needs. Whether you’re just getting started or scaling your business, our packages are designed to keep you organized, compliant and confident year-round.
Advisory & Consulting Service Packages
More Consulting Packages, Coming Soon!
Custom Advisory and Consulting Services
$375
(package starting rate)
If you have questions & want professional advice & direction, this package offers 1 hour increments up to consistent monthly availability. We also have a vast trusted network of referral sources to help connect you with other professional resources.
- Better Understanding of Your Numbers
- Improved Systems & Processes
- Support for Smarter Decisions
NEW One-Time Service Options!
Professional Guidance Without the Long Term Commitment
Business
Finance Audit
- Includes:
- Income & Expense Trend Review
- Profit Margin by Category Review
- Owner Pay Review
- Business Debt Review
- One-Page Financial Health Snapshot
-
30 minute meeting to walk through the findings
A structured financial health snapshot for business owners who are preparing for something big, or just want the truth about where things stand with their business finances.
Financial
Reset Review
- Includes:
- Review of your prior year tax return
- Review of your current bookkeeping setup
- Tax estimate and cash flow red flag check
- Written summary and action plan
-
30 minute meeting to walk through the findings
A review of your most recently filed tax return, your current bookkeeping setup and your overall financial picture. We look for red flags, missed opportunities and the issues most likely to cause problems down the road to help you avoid them.
Cash Flow
Review
- Includes:
- Recent 90 Day Review of Cash Flow In & Out
- Identify gaps, timing and patterns
- Review upcoming financial obligations
- Simple 90 day cash flow projection
- 30 minute meeting to walk through the findings and cash flow improvement recommendations
A focused look at your cash position, what is coming in, how much is going out (and for what) and what you can do to avoid a cash flow problem. The key is being able to see what is happening with your money.
Strategy Session with Action Plan
- Includes:
- 60 minute deep strategy session
- Review of your current bookkeeping setup
- Tax estimate and cash flow red flag check
- Written summary and action plan
-
30 minute meeting to walk through the findings
Looking for guidance in a specific area? This package is custom and designed to be two fold to encourage the highest likelihood for success. The first is a meeting to dig into the issue and find a solution. Then you’re provided a written action plan to put into place. A shorter follow-up meeting helps review what worked and what needs tweaking. This can be for anything from your personal or business finances to opportunities for improvement.
Tax Season
Recovery
- Includes:
- Review of your prior year tax return
- High level review of your bookkeeping
- Identify what caused your tax situation
- Review of owner pay, entity structure and estimated tax setup
- Written summary with prioritized action steps
-
60 minute meeting to walk through the findings
A comprehensive review and plan for business owners who want to understand what went wrong, and make sure it does not happen again. This isn’t a clean-up service, it’s a diagnostic review to figure out what caused you the pain and what needs to change this year to avoid the same path.
Mini Tax Season Recovery
- Includes:
- Review of your prior year tax return
- High level review of your bookkeeping
- Identify top 3 issues or red flags
- Quick-win action plan
-
30 minute meeting to walk through the findings
A lighter-touch version of the Tax Season Recovery for simpler situations or business owners who just want the most important answers.
Couples Money Alignment
- Includes:
- 45 minute meeting
- Review each partner's money style
- Map combined income and expenses
- Discuss one money friction point
- Written summary and action plan
Two people, one system, zero ongoing arguments. It is absolutely possible & we help you navigate it.
Please note both partners must be present for this session.
Debt Confidence Session
- Includes:
- 30 minute meeting
- Review and organize all debt
- Review interest rates
- Identify debt payment priorities & explain why
- Written action plan
A review of your finances, debt and life plans with how you function to put a plan in place to make progress! This is best for someone who has been avoiding this and just needs to see it clearly and without judgment for the first time.
No Shame Numbers Review & Plain Language Explanation
$497
This is a check-in, not a report card. There is no passing or failing here. The goal is simply to look at your numbers with curiosity instead of dread – and then give yourself credit for showing up to do it.
- Review of Your Numbers - A spreadsheet, a paper list, bank statements, however you have the data.
- Explanations that are Kind & Clear
- Guidance for Next Steps
Business Service Packages
DIY Bookkeeping Package
DIY Bookkeeping Spreadsheet with Backup!
$97 per Month (+ One Time $297 Setup Fee)
This is a good fit for business owners who are comfortable doing some of the work themselves but want reassurance that they are doing it correctly. It gives you structure and support while helping you build confidence in your numbers.
- Custom Spreadsheet Bookkeeping Template
- Monthly Bookkeeping Spreadsheet Review
- Guidance & Support for Red Bookkeeping Flags
Full Service Monthly Bookkeeping Packages
Bookkeeping Monthly Service Package Rates Valid Starting 05/01/26
When you look at Mod Ledger, you’re not comparing apples to apples with other accounting firms!
- We focus on educating our clients about their money with our services.
- We charge in pre-paid packages, to help you budget and so you don’t get surprise bills each month.
- With our processes, we help you be IRS audit-ready, should one occur!
Start-Ups Package
Monthly Bookkeeping
One-Time Setup Fee
+
per Month
- Up to 25 monthly transactions
- Up to 2 connected accounts
- Monthly financial reports
- Quarterly bookkeeping review call
- Ongoing transaction categorization
Best for businesses just starting out or looking for a clean financial starting point with low transaction volume.
Package 1
Monthly Bookkeeping
per Month
(setup fee may be required)
- Up to 100 monthly transactions
- Up to 3 connected accounts
- Loan tracking support
- Monthly reports
- Quarterly bookkeeping review call
Best for businesses with regular monthly activity that want organized books & dependable reporting year-round.
Package 2
Monthly Bookkeeping
per Month
(setup fee may be required)
- Up to 200 monthly transactions
- Up to 4 connected accounts
- Payroll processing support
- Enhanced reporting oversight
- Quarterly bookkeeping review call
Best for growing businesses with employees, higher transaction volume, or more moving financial pieces.
Package 3
Monthly Bookkeeping
per Month
(setup fee may be required)
- Up to 300 monthly transactions
- Up to 5 connected accounts
- Payroll processing and reporting
- Monthly bookkeeping review calls
- Advanced bookkeeping oversight
Best for established businesses needing more consistent financial visibility and support throughout the month.
Bookkeeping Service Packages
Bookkeeping Service Package Rates Valid Starting 06/01/26
Bookkeeping
One-Time Review
Let us find out for you!
- Inclusions:
- Chart of Accounts Review
- Reconciliation Status
- Transaction Spot Check
- Written Summary with Recommendations
A professional review of your current bookkeeping setup, so you know whether to trust what you are looking at or if it needs some help.
Bookkeeping
Set-Up
(starting package rate)
- Customized Accounting Software Setup
- Chart of Accounts Built for Your Business
- Bank & Credit Card Connections
- Clean, Consistent Financial Foundation
Customized bookkeeping set-up to build a clean, organized financial foundation for your business. Includes accounting software setup, account connections, chart of accounts customization, workflow guidance and system organization so you can start strong and stay on track.
Bookkeeping
Catch-Up
(starting package rate)
- Organize Past Transactions
- Clean Up Uncategorized Activity
- Catch Up Missing Months
- Clear Numbers Moving Forward
Catch-up bookkeeping support to organize past months, clean up transactions and get your books current again. Includes account review, categorization corrections, reconciliations and clear next steps so you can move forward with confidence, not confusion.
Business Setup Services
$637
(package starting rate)
When you have a business idea but don’t know who to turn to about the initial setup, Mod Ledger is here to help. We’ll discuss options for the type of business that’s best for you. Then we’ll ensure everything is processed accurately with documents for your records.
- Federal & State Setup
- Steps Simplified
- Strong Business Foundation
Tax Filing Packages
Tax Filing Rates Valid Starting 04/16/26
Package 1
Single Filer
- Individuals Only
- W-2 (Payroll) Job
- Standard Deduction
Most Use the
Standard Deduction
Package 2
Family Filer
- Individuals Only
- W-2 (Payroll) Job
- Itemized Deduction
or
- Families | W-2 W-2 (Payroll) Job(s)
- Standard Deduction
Package 3
Business Filer
- Families
- Itemized Deductions
or
- 1 Solo Business Owner May Include 1099s
Also includes Personal Tax Filing with Business Filing
Package 4
S-Corp Filer
- Individuals or Families
and
- 1 S-Corp Filing
or
- 2 Solo Businesses
Also includes Personal Tax Filing with S-Corp Filing
Our Tax Prep & Filing Process
- Tell us that you want us do your taxes.
- We’ll send you a secure client portal link, contract to sign and invoice to pay.
- Once paid in full, we’ll send you a tax organizer to complete and send all of your documents electronically to us, securely.
- We get to work preparing your taxes!
- We’ll reach out with questions and/or info requests.
- We’ll schedule a signing meeting with you (virtually or in person).
During the meeting, we will give you at least one nugget of tax education, whether you like it or not, because we care.
What could increase your rate and require Add-On Services?
Sales of:
1. Cryptocurrency
2. Stocks
3. Bonds
4. Real Estate
Business Transactions:
1. S-Corp
2. Reconciliations
3. Bookkeeping Clean-Up
Rental Properties:
1. Income & Expenses
2. Short Term Unit
Additional Items:
1. More than 3 Follow-Ups for Documentation
2. Additional State Filings
Tax Planning & Analysis
Packages starting at $139/Month for Individuals and $489/Month for Businesses
We help you align your taxes with your overall financial goals. With proactive planning, many clients find the savings uncovered along the way can help offset the cost of the service. The result? Feeling prepared, not panicked, when tax time rolls around.
- Keep More of What You Earn
- Avoid Surprises at Tax Time
- Align Your Taxes with Your Financial Goals