Monthly bookkeeping
Transaction coding, bank and credit card reconciliations, payroll and AP review, recurring entries, and month-ready books.
Accounting services
Accounting services that keep your books clean.
Ledger Summit organizes monthly bookkeeping, close tasks, cleanup, reports, and finance questions in one CPA-reviewed workflow. You get reliable numbers without chasing spreadsheets, email threads, or missing documents.
QuickBooks
Xero
NetSuite
Sage
Payroll, AP, and reporting tools
What we handle
Clean accounting support for the work that repeats every month.
Start with the gap that matters most: monthly books, close support, catch-up cleanup, reporting, or finance guidance.
Month-end close support
Close checklist ownership, accruals, reconciliations, exception notes, review trails, and status updates.
Catch-up accounting
Prior-month cleanup, missing support lists, classification fixes, balance sheet review, and clean starting points.
Financial reporting
P&L, balance sheet, cash view, KPI snapshots, variance notes, and owner-ready summaries.
Review and documentation
Document requests, approval evidence, account review notes, and audit-ready support attached to each cycle.
CFO-style questions
Cash planning, budget support, margin review, cost analysis, and decision support once the books are reliable.
How it works
A simple operating rhythm for your accounting work.
We do not ask you to rebuild your whole finance stack. We organize the current workflow, then make the recurring work visible and repeatable.
- Use your current ledger and supporting systems where they already work.
- Move requests, documents, close status, and reports into one workflow.
- Add cleanup, reporting, automation, and finance support only where needed.
Review the current books
We look at reconciliations, open items, reporting needs, document flow, and the close process.
Set up the monthly workspace
Requests, close tasks, review notes, supporting documents, and reports are organized in one place.
Clean up what is blocking clarity
We handle catch-up work, missing support, classification issues, reconciliations, and open accounting questions.
Operate the recurring rhythm
Monthly books, close status, reports, and finance questions run through a consistent workflow.
Best fit
Built for teams that need accounting to become easier to manage.
Ledger Summit fits companies that have outgrown ad hoc bookkeeping, but do not need a full in-house finance department for every task.
Founder-led companies
Owners need the books handled, reports explained, and finance questions answered without becoming the accounting department.
Small finance teams
Controllers and operators need clean handoffs, document follow-up, reconciliations, and close support without adding headcount.
Multi-entity operators
Teams juggling multiple locations, entities, classes, departments, or reporting views need a steadier monthly rhythm.
Service, SaaS, and ecommerce teams
Companies where margin, cash, revenue, vendor spend, and operational reporting matter as much as basic bookkeeping accuracy.
Client portal
One place for accounting requests, documents, reports, and questions.
The portal keeps the accounting workflow visible. You can see what is missing, what is ready, what changed, and where a finance question stands.
Bank statements received and reconciled
Ready
Payroll journal entry reviewed
Reviewed
Variance note added for owner review
Open
Monthly report package prepared
Sent
First review
What we look at before recommending scope.
The first call is practical. We review the current workflow and recommend the cleanest starting point.
Books and reconciliations
Bank and credit card accounts, open reconciliations, chart of accounts shape, payroll posting, AP, AR, and recurring entries.
Monthly operating rhythm
Close checklist, missing items, approval needs, review notes, reporting deadlines, and who owns each recurring task.
Reports and finance questions
Which numbers leadership relies on, where reporting breaks down, and what cash, margin, or budget questions need support.
Common questions
FAQ
Fast answers for companies evaluating outsourced accounting support.
Do you replace our bookkeeper or support our current team?
Both models can work. We can run monthly bookkeeping directly, support an internal team, or step in for cleanup, close support, reporting, and finance questions.
Can you clean up prior months?
Yes. Cleanup often includes reconciliations, missing document lists, classification fixes, payroll and AP review, and open issue resolution.
Do we need to change accounting systems?
No. Ledger Summit works with common accounting systems and the supporting payroll, AP, banking, and reporting tools already in use.
Do you provide tax filing?
We focus on clean accounting records, reporting, documentation, and tax-ready books. If tax filing is needed, we can coordinate with your tax preparer or CPA.
Team
Reviewed by finance and accounting professionals.
Your workflow is supported by people who understand close, reporting, documentation, and the way operators use numbers.
Vlad Ulitovskiy, MBA, CPA
Accounting review, controls, and reporting structure.
Vit Ulitovskiy, MBA
Finance operations, dashboards, and decision support.
Anatolii Ulitovskyi
Growth systems, client workflow, and operating visibility.
Ready to get your books, reports, and accounting workflow organized?
Book a free review. We will look at your current workflow and recommend the cleanest starting point for cleanup, monthly bookkeeping, close support, or reporting.
Book a free review