About
From the Books to the Big Picture
Ledger & Life started with a simple mission — help small businesses get their finances under control. As a Certified QuickBooks ProAdvisor with experience across industries including cosmetology, retail, and oil and gas, I built this business on the belief that accurate books and organized finances are the foundation of every successful small business.
But the more I worked with business owners, the more I noticed the same story playing out over and over. Phones ringing and going to voicemail. Leads falling through the cracks. Appointments getting missed. Follow-ups never happening. Great businesses losing clients not because of the quality of their work — but because nobody was minding the front door.
That's when Ledger & Life became something bigger.
Today we combine the financial precision you'd expect from a dedicated bookkeeper with the power of modern AI tools to give your business a fully functioning front office — without the cost of a full time employee. From answering your phones to booking appointments, following up with clients, collecting reviews, and keeping your books clean — we handle it all so you can focus on the work you actually love.
Small businesses deserve big business systems. That's what we're here for.
Contact us today for a free financial consultation.
Services
What We Offer
At Ledger & Life, we give small businesses everything a full-time front office employee would handle — without the overhead. Whether you need someone to manage your appointments, keep your books clean, or make sure no lead ever falls through the cracks, we build and manage the systems that keep your business running smoothly. Every service is customized to fit your business, so you only pay for what you actually need.
Front Desk & Communication
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AI voice agent that answers calls and captures messages after hours
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Automated responses to missed calls via text
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Website chat widget that responds to visitor inquiries
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Email and contact form response management
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Social media message replies
Scheduling & Client Management
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Online booking system connected to your calendar
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Automated appointment confirmations and reminders
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Follow-up messages after appointments are completed
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Re-engagement messages for clients who haven't returned
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New client intake forms and onboarding automation
Bookkeeping & Finance
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Monthly transaction recording and categorization
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Bank reconciliations
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Accounts payable and receivable tracking
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Invoice creation and follow-up on unpaid balances
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Basic financial reporting and expense tracking
Reputation & Reviews
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Automated review requests sent after completed jobs
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Responses to Google and Yelp reviews written in your voice
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Monitoring your online reputation across platforms
Automations & Workflows
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Custom automated follow-up sequences for new leads
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CRM setup and ongoing management
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Document organization and basic data entry
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Connecting your existing tools so they work together automatically
Custom Solution
Every business is different. If you don't see exactly what you need, let's talk. We'll work with you to understand your specific challenges and build a solution that fits.
Contact Us
Get in Touch Today
Contact us for a free consultation and financial review of your books, we can handle all of your bookkeeping and data entry needs. Let us work with you to ensure your financial success.
(940) 220 - 9290
mgoossen@ledgerlifebookkeeping.com