Monthly bookkeeping and financial guidance for growing businesses

Stay caught up, understand your numbers, and make better business decisions.

Our Services

Monthly bookkeeping services, QuickBooks clean-up, and financial guidance for growing small businesses - serving clients locally and nationwide.

Monthly Bookkeeping
Woman managing monthly bookkeeping, using a calculator and computer to organize financial records.
Woman managing monthly bookkeeping, using a calculator and computer to organize financial records.

We’ll handle the day-to-day bookkeeping, reconcile your accounts, and keep your financial records accurate and up to date. You’ll also get clear reports and ongoing guidance so you can understand your numbers and make informed decisions as your business grows.

Notebooks, with one labeled 'file, order, sort out, classify, organize, document'.
Notebooks, with one labeled 'file, order, sort out, classify, organize, document'.
Laptop displaying the QuickBooks logo, representing expert QuickBooks setup for small businesses.
Laptop displaying the QuickBooks logo, representing expert QuickBooks setup for small businesses.
QuickBooks Clean-Up & Catch-Up

Behind on your books? Whether you’ve missed a few months or an entire year, we’ll get everything caught up and cleaned up. We’ll organize your records, reconcile your accounts, and make sure your books are accurate so you can understand where your business stands financially.

Starting fresh with QuickBooks? Setting up your accounting software correctly from the beginning is key to keeping your financial records accurate and easy to manage. We’ll handle everything from chart of accounts setup to linking bank feeds, so you can track income, expenses, and reports effortlessly.

QuickBooks Setup

Bookkeeping for Growing Service-Based Businesses

Professional & Creative Services • Health, Wellness & Fitness • Beauty & Personal Care • Pet Care

What Clients Say About Working With Us

“Jana has been incredible from the start, keeping everything organized, clean, and clear. She is extremely patient, detailed, methodical, and thorough in the way she explains my numbers. She truly cares about my business numbers as much as I do.”

- Amanda B.

“Next level. We have been impressed with the accuracy, organization and dependability, as well as the response time and kindness. She listened to the details and organized a comprehensive plan to manage our bookkeeping for all our businesses.”

- Michele J.

Hi, I'm Jana!

Dedicated Bookkeeper and Your Business Finance Partner
Jana Muniz, Owner of List and Ledger Bookkeeping Services
Jana Muniz, Owner of List and Ledger Bookkeeping Services

Meet your Bookkeeper

When you work with me, bookkeeping becomes more than just numbers, it's a tool to help you understand your business better.

I organize your finances and help you understand what the numbers are telling you, so you can make better decisions for your business.

Intuit Trained Bookkeeper Badge
Intuit Trained Bookkeeper Badge
Intuit ProAdvisor Gold Badge
Intuit ProAdvisor Gold Badge
Certified QuickBooks ProAdvisor Badge
Certified QuickBooks ProAdvisor Badge

Certified QuickBooks Support

Serving Augusta, Evans, the CSRA, and small businesses nationwide

List and Ledger Bookkeeping provides monthly bookkeeping services for small businesses across the Central Savannah River Area, including Augusta, Evans, Grovetown, Martinez, and North Augusta.

We also work with small businesses nationwide using QuickBooks, offering consistent, virtual bookkeeping support wherever your business is located.

Ready to take control of your finances and
focus on what matters most?

List and Ledger Bookkeeping

Providing expert bookkeeping solutions for small businesses in the CSRA.

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Proud member of The Augusta Metro Chamber of Commerce

The Augusta Metro Chamber of Commerce MemberThe Augusta Metro Chamber of Commerce Member