Intake / Reconciliation / Filed

Book a demo

Intake

Talk to a person

Talk to a person at LedgerWebStudio. Email us and we reply within one working day. No call center, no ticket number for a first inquiry.

reply within 1 working dayread by a person
New inquiryDraft

Send a message

Tell us what you run and what the site needs to do. We read every message ourselves.

Optional. We only call if you ask us to.

Leave blank if you do not have one yet.

Your message is sent straight to us and a confirmation email follows. A person replies within one working day. We never share your details.

After you send it

What happens next

  1. 01

    We read it ourselves

    No routing queue, no automated reply pretending to be a person.

    Received
  2. 02

    One working day

    That is the outside limit, not the average.

    In hand
  3. 03

    We suggest a next step

    Usually a short call, or straight to a demo if that is what you asked for.

    Booked

Where we work

Remote, across the United States

We work with firms in every state, entirely remotely, the same way most of your own engagements run. Most of the firms we build for are in Texas, Florida, California, New York and Illinois, but there is no state we do not cover and the price does not change with geography. Onboarding is one call, revisions go through the client portal, and nothing about the build needs anyone in the same room.

replies within 1 working day9:00 to 17:00 Central Time, Monday to Friday

Ticker says helloTicker
Ticker the heron mascot waving hello beside a desk with a laptop and an opened envelope
Every message is read by a person. Ticker just keeps the inbox tidy.

What firms report

What firms say about working with us

  • STATEMENT 01
    Outsourced finance support messages used to belong to everyone, which meant they belonged to no one. Now each request has a named owner and enough detail for a colleague to cover it. The website and our way of working finally match.
    Trevor Harlow, Practice managerCloud bookkeeping and advisory firm, Sioux Falls, South Dakota

    Got Inquiry assignment and staff handover for outsourced finance support

  • STATEMENT 02
    Splitting new outsourced finance support inquiries from follow-ups sounded minor and was not. Visitors choose what they are doing first, and each choice leads to a fit-for-purpose form. The morning triage is minutes rather than an hour.
    Roland Chatsworth, Client services coordinatorConstruction trades bookkeeping firm, Durham, North Carolina

    Got Inquiry categories and guided navigation for outsourced finance support

  • STATEMENT 03
    A lot of our outsourced finance support interest arrives after we close; the site finally accepts that. The form captures what a callback needs and says clearly that a person replies in working hours. The morning inbox is a work list now, not a puzzle.
    Irene Milford, PartnerLogistics company bookkeeping firm, St. Petersburg, Florida

    Got After-hours inquiry capture for outsourced finance support

Before you write in

01What happens straight after I buy?

You fill in the onboarding form and submit it. It asks for your services, the areas you serve, your brand, your domain and where inquiries should land, and it takes about 15 minutes. If something is missing, submit anyway: you can send the rest by email or raise it as a ticket in your client portal, and it will not hold up the build. We then run one onboarding call to fill any gaps and agree the launch date.

02What is the client portal?

It is your account with us, and you get it the day your site goes live. From the portal you request revisions, raise a support ticket for anything that needs attention, send us files you still owe us, and message our team directly. Everything to do with your site runs through it, so nothing gets lost in an inbox. You never log in to the website itself; we handle that side.

03How long until my site is live?

7 days on Intake, 10 on Reconciliation while the AI agents are trained, and 15 on Filed with the content engine running. The clock starts at the onboarding call, not at purchase, so the sooner the form is in, the sooner you are live.

04What is included in each plan?

Intake, at $137 a month, is a fully managed, fast website built around your services, service areas and intake form, with domain and hosting included. Reconciliation, at $297 a month plus AI usage, adds the AI Engine: automated answering, call booking and text-back. Filed, at $747 a month, adds the Content Engine on top of that: more articles, social image posts, reels and a managed Google Business Profile. Every plan carries the same $797 one-time build fee, invoiced only after launch.

05Can the site have a page for every client industry we serve?

Yes. If your firm serves multiple client industries, such as restaurants, ecommerce sellers, medical practices or nonprofits, each can get its own page describing how your services apply to that industry. The first set is scoped during onboarding based on what you tell us; adding more later, or updating one as your client base changes, is handled as a normal revision with no extra tier required.