Our Services

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Essential Services for Smarter Finances

We provide practical, efficient, and reliable financial services designed specifically for small businesses. No bloated packages. No upsells. Just the essential services you need to stay compliant, informed, and in control.

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Services, Simplified

  • We maintain accurate and organized financial records so you can make informed business decisions and stay IRS-ready.

    Included Services:

    • Monthly Bookkeeping

    • Profit & Loss Statements

    • Bank & Credit Card Reconciliation

    • Trust Accounting

    • Expense Categorization

    • QuickBooks Setup & Support

  • Let us take payroll off your plate. From withholdings to reporting, we ensure your employees and contractors are paid correctly and on time.

    Included Services:

    • Employee (CA Only) & Contractor Payroll

    • Payroll Tax Filing & Reporting

    • Direct Deposit Setup

    • Year-End Forms (W-2s, 1099s)

  • Gain insights beyond the numbers. We offer custom consultations to help you analyze your financial health, identify trends, and optimize operations.

    Offered Services:

    • Monthly Financial Reviews

    • Custom Profitability Analysis

    • Business Budgeting & Forecasting

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Why We’re Different

We don’t believe in one-size-fits-all solutions. At SD Ledger Bookkeeping, we take the time to learn your business, communicate regularly, and tailor our services to your needs. You’ll never feel like a number—and you’ll always know where your numbers stand.

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“They’ve been a lifesaver for our restaurant. Thanks to SDLB, we finally feel organized and stress-free when it comes to our finances. Couldn’t imagine running things without them!”

— Savy D. at Angelo’s Hamburgers

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Your Goals, Our Support. Let’s Talk.

info@sdledgerbookkeeping.com
619.888.7493

Based in San Diego, California