FAQ

Questions business owners ask before reaching out.

Clear answers about services, fit, pricing, software, CPA coordination, and what happens after a consultation request.

What exactly does GetLedge Financial do?

GetLedge Financial helps Southern Maine businesses organize accounting, improve reporting, prepare tax-ready records, analyze P&Ls, track KPIs, and modernize financial workflows.

Is this only bookkeeping?

No. Bookkeeping can be part of the work, but the broader focus is accounting support, financial visibility, workflow improvement, and practical finance operations.

Can you help if our books are behind?

Yes. Prior-period cleanup and catch-up work can be reviewed and scoped as a separate project or phased into an ongoing engagement.

Can you work with our CPA?

Yes. Many businesses still use their CPA for tax strategy or filing. GetLedge can help maintain cleaner records and improve the handoff.

Do we need to change accounting software?

Not necessarily. The first step is to review the current setup. If software changes are recommended, the goal is to reduce friction, not add unnecessary complexity.

Can you help us go paperless without overcomplicating things?

Yes. Paperless workflows should make the financial side easier to manage. The focus is on practical routines for documents, approvals, reporting, and recordkeeping.

How much do services cost?

Planning ranges generally start around $750+/month for foundation support, $1,250 to $2,000+/month for reporting visibility, and $2,000 to $3,500+/month for deeper operations support. Cleanup and project work are quoted separately.

What types of businesses are a good fit?

Good fits include Southern Maine businesses that want cleaner records, better reporting, tax-ready information, and more reliable financial workflows. This can include contractors, professional practices, hospitality, retail, service businesses, family-owned companies, and growing teams.

What happens after we request a consultation?

The first conversation reviews your current setup, where friction exists, what reporting or cleanup may be needed, and whether GetLedge is a practical fit.

Are you a CPA?

GetLedge Financial is not presented as a CPA firm. When tax filing, formal attest work, or specialized tax strategy is needed, the engagement can support cleaner records and a better handoff to the client's CPA or tax professional.