Small business bookkeeping, without the month-end scramble

Small business bookkeeping includes recording income and expenses, keeping receipts, reconciling bank accounts to statements, reviewing a monthly Profit & Loss statement and setting money aside for taxes. Numeris Ledger imports and categorizes transactions automatically, reads receipts with OCR and keeps a real-time tax estimate, so most of that work happens without manual data entry.

Weekly for receipts and categorization, monthly for reconciliation and a Profit & Loss review, and quarterly for estimated taxes. With bank sync, daily recording happens automatically, so the weekly check takes minutes. Leaving it until tax season is what turns bookkeeping into a multi-day cleanup.

Yes, for small businesses that want clean books and tax clarity rather than full accounting features such as inventory management. Numeris Ledger focuses on profit, taxes owed and Safe-to-Spend cash, and the Plus plan adds a monthly review by our CPA. It is faster to set up and does not require accounting knowledge.

Our CPA reviews your income categories, expense classification, duplicate or missing transactions and tax-sensitive flags each month, then sends a short written notes summary. It is included in the Plus plan. It is accuracy oversight of your books, not tax filing or audit representation.

Yes. The One-Time Bookkeeping Cleanup add-on is $650 and covers up to 12 months of transactions: we reconcile and categorize them so you start fresh. After that, bank sync keeps the books current, so you don't fall behind again.

At least 3 years from the date you filed the return, or 2 years from the date you paid the tax, whichever is later. Some situations call for longer, so keep anything tied to assets or unusual items until our CPA confirms you can discard it. Numeris Ledger stores uploaded receipts and documents with your books.

Yes, as an add-on. Tax Preparation is $350 for full Schedule C preparation by a licensed CPA using your Numeris Ledger books. Plus also generates a Schedule C summary from your categorized books if you prefer to file yourself or with your own preparer.

Because AI on its own can be confidently wrong, and you are still responsible for what goes on your tax return. A general AI chatbot doesn't see your bank transactions, can miss tax rules that changed this year, and can't check its own work. Numeris Ledger uses AI to import and categorize your real transactions and estimate your taxes, and on Plus our CPA reviews your books every month, so mistakes are caught before they reach your return.