Ledgers & Legacies, LLC

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About

I believe that every small business is about more than just growing operations - it's about building a legacy. I learned the basics of bookkeeping at the age of 16, in the office of my dad's own small business -- an independent automotive repair shop now grown to a thriving, second-generation enterprise. More than 30 years later, I am a professionally trained bookkeeper, tax preparer, and human resource advisor. My mission is to share my passion for small business management and expertise in bookkeeping, tax, and payroll preparation best-practices with your organization, empowering you to focus on what truly matters—growing your business and building your legacy.

Overview

Serves Marlow, NH

Background checked

1 employee

1 year in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, and Venmo.

Services offered

Accounting needs

Entity type

Individual or sole proprietorship

Partnership

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

1 review

5

100%

4

0%

3

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2

0%

1

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Amanda S.

1 day ago

As someone who recently started their own business I was extremely concerned about navigating through uncharted territory, especially when it came to my business financials. After just one meeting with Joanna, I immediately felt like a weight had been lifted off my shoulders. Her expertise and professionalism was immediately apparent. Joanna has been there through every step of the process whether it's gathering and analyzing data, answering my questions, giving advice, or listening to my concerns. She is quick to respond when something does come up and she consistently checks in for updates. I truly appreciate Joanna's insight and the peace of mind that her expertise provides. I've already seen the difference that it makes within my business and I look forward to continuing that success with Ledgers & Legacies!

Credentials

Background Check

Joanna Block

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I am happy to provide a quote, but full service bookeeping charges start as low as $250/month.
What is your typical process for working with a new customer?
I would arrange an inital consultation (no charge) to find out kore about your business setup, as well as your current process for tracking sales and vendor payments. After that meeting, I can provide a quote based on actual business needs, size, and scale.
What education and/or training do you have that relates to your work?
I have am QuickBooks Pro Certified (Level 1), and am also certified in Bookeeping from Intuit. I told a Professional Bookeeper and Professional Tax Preparer certification from Universal Accounting, and have more than 10 years of experience in payroll, tax filing, and general bookeeping services.