Clear, transparent information about our services, processes, software compatibility, and client relationships.
Core Ledger Works provides practical bookkeeping, general ledger maintenance, accounts payable and receivable management, payroll record coordination, financial statement assembly (Profit & Loss, Balance Sheet, Cash Flow), cash flow analysis, budgeting support, QuickBooks Online setup and organization, and historical bookkeeping catch-up/cleanup support.
No. While our physical office is located at 6145 Stanbury Rd in Parma, Ohio, we work with small businesses, freelancers, and independent contractors both locally in Northeast Ohio and remotely across the United States using secure, cloud-based accounting software and digital file sharing.
Getting started is simple. Contact us via our online contact form or call our office at (440) 658-3085 to schedule an initial consultation. We will discuss your current financial setup, software preferences, monthly volume, and reporting goals, then tailor a custom support plan for your business.
Our pricing is competitive and customized based on your business size, monthly transaction volume, number of financial accounts, and required service scope. We offer predictable flat-rate monthly packages as well as transparent project-based pricing for catch-up or cleanup work, ensuring clear expectations without hidden fees.
No. Core Ledger Works is an independent professional bookkeeping and accounting support provider. We are not a licensed CPA firm, public accounting firm, or law firm, and we do not issue formal CPA attestations or legal tax opinions. We provide day-to-day bookkeeping, financial organization, and ledger preparation that can be seamlessly handed over to your licensed CPA or tax preparer for tax filing.
No. Core Ledger Works does not guarantee tax refunds or specific dollar savings on tax liabilities. Tax obligations depend on federal, state, and local tax laws as well as your unique financial records. We ensure your books and expense classifications are clean, accurate, and fully organized so your tax preparer can identify all legitimate deductions.
We work primarily with standard accounting software including QuickBooks Online, QuickBooks Desktop, Xero, Wave, and FreshBooks. We can also assist with spreadsheet-based accounting systems or help transition your business from manual processes to modern cloud accounting platforms.
Standard ongoing bookkeeping clients receive structured monthly financial reports—including Profit & Loss statements, Balance Sheets, and Cash Flow summaries—shortly after monthly bank reconciliations are finalized. Custom reporting schedules (such as quarterly or project-based) are also available.
Yes. If your books are months or even years behind, we specialize in historical catch-up and cleanup bookkeeping. We review backlogged bank statements, categorize historical transactions, reconcile ledger balances, and bring your records completely up to date.
We coordinate payroll records, track employee and contractor hours, and enter payroll journal entries into your general ledger. For payroll tax filings (such as Form 941, 940, and state/local withholdings), we integrate with standard third-party payroll processors (e.g., Gusto, QuickBooks Payroll, ADP) to ensure filings are executed accurately.
We prioritize security and confidentiality. We utilize bank-grade 256-bit encryption for cloud document storage, secure client upload portals, multi-factor authentication, and strict internal data handling protocols to safeguard all sensitive financial documents.
We serve a wide variety of small businesses and independent professionals, including trade contractors, professional service providers, retail and e-commerce operations, real estate agents and property managers, healthcare practices, hospitality businesses, and non-profit organizations.
Both options are available. While most clients benefit from ongoing year-round bookkeeping for real-time clarity, we also provide seasonal or project-based support, such as year-end financial cleanup or pre-tax season organization.
Bookkeeping focuses on the routine recording, organizing, and reconciling of daily transactions (invoices, receipts, payments, bank feeds). Accounting involves higher-level financial analysis, interpreting statements, budgeting, cash flow forecasting, and strategic planning. Core Ledger Works offers comprehensive bookkeeping alongside general accounting support.
You can send documents securely using our encrypted client portal, upload digital files via email/cloud links, or grant read-only access to your bank feeds and accounting software. Local Parma clients can also arrange physical document drop-offs.