Bookkeeping & Accounting
What’s included in bookkeeping?
Our bookkeeping covers everything you need to stay organized and investor-ready: daily transaction categorization, monthly reconciliations, financial statements, AP/AR management, payroll, bill pay, collections, invoicing, expense reporting, and deposit tracking. We can also clean up historical books and include free CFO office hours for strategic guidance when you need it.
How often are my books updated?
We update your books almost daily throughout the month and then perform a structured month-end close, so your P&L, balance sheet, and cash position stay current and reliable.
How do you price bookkeeping and accounting?
Pricing is a fixed monthly fee based on transaction volume, complexity, and number of entities. That structure keeps costs predictable while giving you room to grow.
Do you help set up new accounting systems?
Yes, this is where we do our best work. We design and build your entire accounting infrastructure from the ground up: your chart of accounts, automations, reporting structure, integrations, and workflows. Whether you’re moving from spreadsheets, switching software, or cleaning up a legacy system, we create a clean, scalable setup that supports growth, tax, and CFO-level reporting from day one.
Who actually does the work on my account?
You get a dedicated bookkeeper plus oversight from a senior controller or CFO. The same core team learns your business and stays with you, instead of being passed around a generic “pool.”
Tax
How is tax work priced?
Tax returns and planning are priced as fixed-fee projects based on entity type, number of states, and complexity. If there’s unusual work (amended returns, notices, or special projects), we scope and price that separately.
Can you help with R&D credits or other incentives?
Yes, we handle the entire R&D credit process. We identify what qualifies, collect the documentation, prepare the credit, and file it for you from start to finish.
How do you approach tax planning versus just filing?
We don’t only show up at the deadline. We review your tax position during the year, estimate liabilities, and surface opportunities for credits, deductions, and entity-level decisions so there are fewer surprises.
Do you handle both business and personal tax returns?
Our core focus is business returns (LLCs, corporations, and partnerships). However, we can defintely support founder returns when it makes sense to keep everything under one roof.
What does the tax process look like each year?
We start with a short intake and document request, review and finalize your books, prepare draft returns, and walk you through the results before anything is filed. You get clear deadlines and status updates along the way.
Fractional CFO
What does a fractional CFO do that bookkeeping and tax don’t cover?
Your CFO turns raw numbers into decisions: cash flow forecasts, hiring and burn planning, pricing and margin analysis, fundraising support, and board-level reporting. Bookkeeping and tax keep you compliant; CFO work keeps you strategic.
Will you build and maintain my financial model?
We either build a model from scratch or clean up what you have, then keep it updated with actuals and new assumptions so you can quickly test scenarios around hiring, pricing, and runway.
Do you help with fundraising and investor relations?
Yes. We support financial models, data rooms, board decks, and investor updates so your story, numbers, and assumptions are aligned and defensible.
What does working with your CFO team look like month-to-month?
Typically you’ll have a recurring finance meeting (weekly or monthly), an updated model and cash forecast, KPI reviews, and async support via slack for ad-hoc questions, investor requests, or major decisions.
How is CFO work priced?
CFO support is usually a monthly retainer tied to scope (standing meetings, modeling, board prep, etc.), with the option to add short-term project sprints for things like a fundraise, acquisition, or major reforecast.
Staffing
How do time zones work?
South Africa is ideal for U.S. companies. Our team work slightly adjusted business hours in South Africa, which gives you anywhere from 5-7 hours of real time overlap with the U.S. Unlike offshore teams other places who often work overnight shifts starting at 8 pm, our team works during their daytime. That means you get full-day productivity and end-of-day handoffs - without relying on a sleep-deprived night crew.
How do you ensure quality?
We are a fully managed service, not a talent marketplace. Every bookkeeper and accountant is employed by Ever Ledger, not by you. That means we oversee their performance, provide training, and manage day-to-day support. Our accounting partner on the ground in South Africa and personally oversees hiring and quality checks.
How does the hiring process work?
We source and vet the candidates first, including skills assessments, accounting tests, and quality checks from our team. Once we’re confident they meet our standards, we introduce them to you for interviews. You make the final selection!
What about payment methods?
We accept all major credit cards and bank transfers. Payment is processed securely during the booking process.
