Outsourced bookkeeping and accounting.

Account Reconciliations

All of your business accounts from checking and savings to credit cards and loans should all be reconciled regularly. Discovering discrepancies months or years later can be like trying to find a needle in a haystack. This is why doing account reconciliations each and every month is standard practice for all Loodra clients.

Proper Transaction Categorization

Debits, Credits, Revenue, and Expenses…not to mention depreciation, amortization, prepaid liabilities, and unearned revenue. All of this is enough to make your head spin. We don’t expect every entrepreneur to have a degree in accounting or be ready to hire a full-time accountant. This is where we come in. We can ensure that all transactions are properly categorized so your financials tell the accurate story.

Tax Readiness

While we are not a tax preparation firm, we do ensure you are prepared for tax day. Having your financials in order, properly categorized, and your financial statements in-hand will make your tax preparer so happy. We interface and work with many CPAs and other tax professionals.

Cash Flow & Budgeting

One of the many benefits of having accurate and timely financials is the ability to begin budgeting and forecasting cash flow. This is a game-changer for companies and a real boost to the peace of mind of business owners. Planning in advance is what all mature and growing companies do. It is the smaller companies who are still always playing catch-up. This does not have to to be the case. Let us help you gain full control of your financials.

Monthly Bookkeeping Services

Our services can scale as you grow.

Book a free consultation and we can tell you exactly what your monthly pricing would be. Every business is different. Our prices are based on 2 factors: level of service you want and size & complexity of your business.

Basic Package

If you just want the basics and to be ready for tax time at the end of the year, this is the right package for you.

What’s Included

  • Dedicated account team

  • Monthly bookkeeping

  • Account Reconciliations

  • Cash Basis

  • Profit & Loss, Balance Sheet

Standard Package

If you want additional reporting and desire to meet with one of our experts to review your data every month, then this is the one for you.

What’s Included

  • Basic Package, plus…

  • Cash Flow and Other statements

  • Additional reporting.

  • 30 min monthly 1-on-1 call

Pro Package

This package kicks it up a notch and includes everything in the other packages plus an emphasis on forecasting with budgeting and cash flow projections. It also includes a monthly 1-on-1 call.

What’s Included

  • Standard Package, plus…

  • Budget and Forecasting

  • Additional reporting.

  • 1 hour monthly 1-on-1 call

Why outsource your bookkeeping.

This is a fair question, but the real question might be why not do it. The reasons for outsourcing are numerous, but here are 4 to get started:

  1. One of the biggest factors for small companies is value. Hiring an employee with the necessary skills and experience to handle your books properly will cost you much more, and you are not likely to get the same level of experience.
  2. An outsourced firm like Loodra has a team of professionals, so if one person is out sick or on vacation, your books still get done on time. You are not dependent on a single person.
  3. Our team does only one thing all day long and that is accounting and bookkeeping. That level of specialization would be difficult to find in a single employee. This means we know our stuff and stay up to date on software, technology, and regulations.
  4. Because Loodra is a company, we can leverage industry tools and software across many clients. These added benefits would be costly to deploy in-house for a small business.

Loodra made sense of my chaos.

I’m a creative person and I hate the numbers. I even got into trouble with the IRS because of this. Loodra came in and cleaned it all up and now I don’t even think about it.

Marshall C.

Founder – Visual Design Firm

I didn’t even know how much I needed Loodra.

I always thought I was doing a decent job of keeping the books straight for my firm, but after hiring Loodra I realized I didn’t really have a clue. I’m so happy not doing it.

Karen T.

Owner – Law Firm

Get a personal consultation.

Contact

info@loodra.com

Open Hours

M – F: 8am — 5pm Pacific