Bookkeeping Services · Long Beach, CA

Your books deserve better — and so do you.

Messy books kill clarity. Soto Ledger & Co. keeps your QuickBooks clean, your financials accurate, and your communication simple, so business owners can actually understand what is happening in their numbers.

100% RemoteCalifornia bookkeeping service with simple digital workflows.
QuickBooks FocusBuilt for QuickBooks Online support, cleanup, and ongoing bookkeeping.
No ContractMonthly service with straightforward pricing and no long-term lock-in.
Month One GuaranteeFirst month satisfaction guarantee or you do not pay.
Clear books. Clear reports. Clear next steps. Simple visual layout inspired by the cleaner structure on Soto Ledger & Co..
Simple Outline
MonthlyReconciliations and reports delivered on a dependable schedule.
CleanupCatch-up work to get messy books organized and tax-ready.
SupportTraining, consulting, and real communication when questions come up.
QuickBooks Online Focus
Small Business & Non-Profit Friendly
Serving All California Counties
Long Beach Based · Remote First
Small Business & Non-Profit Friendly
Serving All California Counties
Long Beach Based · Remote First
About Me

Welcome to Soto Ledger & Co.

I started Soto Ledger & Co. because I saw small business owners drowning in messy books, bad communication, and unclear financials. The goal is simple: give you clean numbers, clear answers, and more time to run your business.

Based in Long Beach, California, I work remotely with small businesses and non-profits throughout the state who use QuickBooks Online. Every client gets direct communication, practical answers, and books that are built to stay organized.

Clarity Over Jargon No accounting-speak. Just clear communication and books that make sense to you.
Smarter Systems Automate what can be automated so you get faster, more accurate results with less back-and-forth.
Real Responsiveness When you reach out, you get an answer. You should always know the state of your books.
Note: Soto Ledger & Co. focuses on bookkeeping and QuickBooks support. Tax preparation and audit services are not offered directly, but referrals can be made when needed.

Our Bookkeeping Services

Choose the level of help you need. Whether you want to stay hands-on or hand it off completely, we’ve got you covered.

Monthly Bookkeeping

Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.

  • Bank & credit cards reconciled monthly
  • Smart rules for automated categorization
  • Financial statements delivered within 15 business days
  • Email support for quick money questions
  • Optional Financial Insights video (+15% of plan)

Cleanup or Catch-up

Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.

  • Rebuild months or years of records
  • Use advanced tools to import statements
  • Every transaction reviewed and corrected
  • Tax-ready handoff for your CPA

Consulting & Training

Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.

  • Personalized QuickBooks setup and training
  • Chart of accounts and workflow optimization
  • Monthly or quarterly accuracy reviews
  • Option to upgrade to monthly service anytime
What I Do

Bookkeeping services that are easier to read, easier to compare, and easier to trust.

Clear service options built for small business owners who want to know exactly what is included, how the process works, and which level of support fits best.

01 — Service

Ongoing QuickBooks Bookkeeping

A reliable monthly process to keep your books accurate, your reports on time, and your mind at ease.

  • Download and categorize monthly transactions into QuickBooks.
  • Email monthly financial statements to the client.
  • Provide monthly correspondence regarding financial status.
  • Serve as liaison between client and accountant throughout the year.

Service frequency can be customized based on your needs. Some businesses want more frequent support, while most prefer a monthly schedule.

Common work includes transaction recording and categorization, bank and credit card reconciliations, support with A/R, A/P, and loan activity, and regular financial reporting.

02 — Service

QuickBooks Cleanup

State-of-the-art tools to clean up your books and get you tax-ready fast.

  • Clean up necessary months and years so taxes can be filed on time.
  • Use software that reads PDF bank statements and uploads transactions into QuickBooks.
  • Confirm that all transactions are included and properly accounted for.

Cleanup work is often needed because of a tax deadline, financing request, or years of bookkeeping that never got fully organized.

Import tools reduce manual entry time, which helps lower the final cost while keeping the work accurate.

03 — Service

Consulting & Training in QuickBooks

Expert guidance for owners or teams who want to keep bookkeeping in-house with the right support.

  • Answer questions and offer practical bookkeeping solutions.
  • Train business owners and staff in QuickBooks and accounting workflow.
  • Review QuickBooks to make sure books are being completed properly.

If your business is small enough to handle bookkeeping internally, this service gives you support without forcing you into full monthly bookkeeping.

Ongoing consulting and support can be scoped based on the level of help you need.

04 — Service

Bookkeeping Catch-Up

Behind on your books? Get months or years of records cleaned up and ready for your accountant.

  • Rebuild months or years of records.
  • Import statements directly with advanced tools.
  • Review and correct every transaction.
  • Provide tax-ready handoff for your CPA.

Catch-up bookkeeping is designed to get your records clean, complete, and usable again without hourly billing surprises.

Pricing is fixed based on volume and complexity after reviewing your situation.

Pricing

Transparent pricing. No contracts.

Straightforward pricing designed to help you compare support levels quickly, understand what each plan includes, and choose the bookkeeping option that fits your business.

Essential

Simple, accurate bookkeeping every month. Best for freelancers and solo business owners.
$300–$350 / mo
Billed monthly · Cancel anytime
  • Monthly bank and card reconciliation
  • Expense categorization with bank rules
  • Monthly financial statements
Get Started

Premium

Hands-on support and advanced reporting for established or multi-entity businesses.
$450–$750 / mo
Billed monthly · Cancel anytime
  • Everything in Professional
  • Custom reports and KPI dashboards
  • Accrual, payroll, and loan tracking
  • Monthly Loom walkthrough
  • CPA-ready books for tax time
Get Started
Not ready for monthly bookkeeping? Quarterly bookkeeping is available at 75% of the monthly rate. Ideal for businesses that do not need monthly reporting but still want clean, tax-ready books.

Not in a rush? Pay 90% of package price for no-rush delivery of financials 15–25 days after closing date.
Service Areas

Serving all of California.

Soto Ledger & Co. is based in Long Beach and works remotely with clients throughout all 58 California counties. For Long Beach and nearby Southern California clients, onsite visits can be available upon request.

Why remote bookkeeping works

Remote service gives you faster turnaround, lower overhead, and access to consistent bookkeeping support without geography getting in the way.

Clients can send files securely, communicate by email or video, and receive regular financial reports no matter where they are in California.

Fully Remote Onsite Upon Request QuickBooks Online

All 58 California Counties

AlamedaAlpineAmadorButte CalaverasColusaContra CostaDel Norte El DoradoFresnoGlennHumboldt ImperialInyoKernKings LakeLassenLos AngelesMadera MarinMariposaMendocinoMerced ModocMonoMontereyNapa NevadaOrangePlacerPlumas RiversideSacramentoSan BenitoSan Bernardino San DiegoSan FranciscoSan JoaquinSan Luis Obispo San MateoSanta BarbaraSanta ClaraSanta Cruz ShastaSierraSiskiyouSolano SonomaStanislausSutterTehama TrinityTulareTuolumneVentura YoloYuba
Bookkeeping Services · Long Beach, CA

Every month you wait costs you clarity.

One free call today could save you hours of stress this year. Let’s get your books clean, readable, and easier to manage.

jamesoninvesting@gmail.com Long Beach, CA Remote & Onsite Upon Request
Call James