Services
Tax Assistance, Bookkeeping Services, and Financial Expertise Built for Your Peace of Mind
Whether you’re just starting out or scaling your business, we provide expert financial services that bring clarity to your numbers. At Mod Ledger, we offer more than just tax filing or reconciliation — we partner with you to simplify the complex and empower your financial journey.
Bookkeeping
Stay Organized, Stay Focused.
Running a business is exciting, but managing the books? Not so much. That’s where we come in. Our bookkeeping services keep your financials accurate and up-to-date. We use the latest cloud-based solutions to make it easy for you to access your reports, track your cash flow, and plan ahead. We’ll help you find the package that’s right for you so you can focus on what matters the most – growing your business!
Tax Preparation & Filing
Confident Filing, Less Stress.
Tax season doesn’t have to be something you dread. We provide professional, reliable tax preparation and filing services for individuals and businesses. Our team keeps up with the latest tax laws and deductions, ensuring accurate & timely return filing to help maximize your refund or minimize your tax liability. We make the process simple, approachable, and clear, giving you peace of mind that your taxes are handled by experts who care about your success.
Tax Planning
Strategic Moves for a Stronger Financial Future.
Smart tax planning isn’t just about filing, it’s about looking ahead. We help individuals and businesses create proactive strategies to minimize taxes, optimize cash flow, and set themselves up for long-term financial goals. From planning package sessions to annual reviews, we work with you year-round to spot opportunities, adjust to life changes, and make sure you’re one step ahead. We’re here to provide ongoing advice you can count on.
Training & Education
Empowering You to Understand Your Numbers.
Knowledge is power, especially when it comes to your finances. We offer training sessions to help you (or your team) get comfortable with bookkeeping basics, QuickBooks Online, financial reporting, and more. Whether you’re a brand-new entrepreneur or a growing business owner who wants to tighten up operations, our friendly, easy-to-follow training helps you take control with confidence. Virtual and in-person options are available!
Consulting & Advisory
Your Trusted Partner for Financial Growth.
Sometimes you need more than bookkeeping or tax prep, you need a strategic partner who understands the big picture. Our consulting services give you access to expert financial advice tailored to your specific goals. Whether you’re planning to scale your business, improve profitability, or simply make better financial decisions, we’re here to guide you with actionable insights, modern tools, and a fresh perspective. We bring the numbers to life so you can make the moves that matter.
At Mod Ledger, we offer more than just tax filing or reconciliation — we partner with you to simplify the complex and empower your financial journey.
Client Testimonials
Hear from businesses like yours about their experiences with Mod Ledger.
Andy Vogt
It was a wonderful experience working with Jen and Jason. I was very impressed with the communication and how knowledgeable the team was. If you are looking for help to jump start a LLC reach out to Modern Ledger they will fit you in their schedule 7 days a week they are there to help. […]
Sandy Tutas
Jen and her staff are very knowledgeable, efficient and provide information that assist small businesses in their day-to-operations and tax planning.
Cathy Blachowski
Jen and her team are amazing. They are truly experts in their field and really listen to what you need. I highly recommend them!
Elizabeth Schmidt
I highly recommend working with Jen and Modern Ledger! She makes something that can be a big stress for small businesses into something very manageable.
Noel A. Dedrick
Jen and her team are an amazing group! Jen came in to a meeting for a local non-profit. She provided her knowledge and guidance to help our organization see what we are doing well and helped with ideas on how we can improve and better streamline our processes. Her attention to detail is top notch. […]
Yomi Verdin
Starting a business can be overwhelming, but there’s no one better to guide you through it than Jen and the team at Modern Ledger. When everything feels like it’s coming at you fast, Jen brings clarity and structure—setting up systems that you can confidently take over once you’re ready. She’s responsive, organized, and makes navigating […]
Let’s Build a Financial Foundation That Works for You
No matter where you are in your journey, we’re here to help you move forward with confidence. From everyday bookkeeping to long-term planning, Mod Ledger is your partner in clarity, strategy, and growth.
