Accounting team reviewing financial documents at a conference table

Clean books. Smoother processes.

Back office support for accounting firms, bookkeepers and small businesses

Bookkeeping & Back Office Support

Monthly categorization, reconciliations and close support in QuickBooks Online. Each month you get reconciled accounts, a completed close checklist and a short list of open items that need your input.

Learn more

Tax Data Entry Support

Extra hands for CPA, enrolled agent and tax firms during tax season. We enter W-2s, 1099s, investments and Schedule C and E details into your tax software, so your preparers can focus on review and filing.

Learn more

Accounting Workflow & Process Improvement

We find the bottlenecks in your accounting operations and fix them with SOPs, AI-assisted workflows, and recommendations for the right software for your team.

Learn more

Schedule a free introductory call

A no-obligation, 30-minute Google Meet call. Tell us where your books or your close are slowing you down, and we will walk through your current process and outline practical next steps.

Leather portfolio and notebooks on a desk, ready for a client meeting

Documented. Reviewed. Confidential.

Saldo Ledger brings more than eight years of hands-on accounting and operations experience, from growing small businesses to fast-scaling nonprofits, along with an Intuit Bookkeeping Certification and advanced QuickBooks Online and Excel skills.

Secure access: we work in your books through QuickBooks Online accountant access, never shared passwords, and exchange documents through secure shared folders instead of email attachments. For white-label work, we work inside your firm's own systems.

AI with human review: AI tools help us draft categorizations, reconciliations and reports faster and keep our procedures up to date. A person reviews and approves every result before it is final.

Business professional in a bright, modern office

Let’s talk about your books

Send us a short note about your firm or business and what you need help with. We’ll reply within one business day.