Reclaim the Hours You’re Spending on Bookkeeping.
Specialized bookkeeping for financial advisors, RIAs, and IARs. Get clean, accrual-based financials built for compliance, visibility, and growth. No more time spent on non-revenue-generating activities.
Most bookkeeping services don’t understand advisory firms.
They lump you in with generic service businesses. But RIAs and IARs have unique needs—compliance, fee-based revenue tracking, AUM-related income, and more.
but…
At Becker & Ledger, we specialize in bookkeeping for financial advisors.
You get accrual-based books, organized with advisory business models in mind—so you can see margins, track profitability, and prepare for audits, partnerships, or acquisitions.
What we deliver
✅ Custom chart of accounts for advisory practices
✅ Accurate, accrual-basis financial reports every month
✅ Categorization for RIA/IAR revenue models
✅ Quarterly financial review call
✅ Clean reporting for compliance and strategy
✅ Ongoing support from a QuickBooks Pro Advisor (me)
✅ Coordination with your tax preparer
Better Books. Smarter Growth.
Whether you’re solo or building out a team, the right bookkeeping helps you:
Spot cash flow trends
Plan taxes effectively
Be audit ready
Clarity on margins
Prep for succession
Benchmarking
We work with:
RIAS & Hybrid RIAs
Independent IARs
Breakaway Advisors
Solo Advisors & multi-advisor Teams
Fee-Only Advisors / Planners
Firms managing from $15 million and above in AUM
Your Investment
Bookkeeping isn’t an expense. It’s an investment in clarity, control, and better decision-making.
Done right, it saves hours, reduces tax-season stress, flags cash flow issues early, and gives you clean, actionable financials you can actually use. For financial advisors especially, accrual-based bookkeeping is the foundation for compliance, profitability, and scale.
Good data drives better business decisions. That’s not overhead—that’s leverage.
Let’s get your books in order. Start With a Discovery Call.
Frequently Asked Questions
What exactly does a bookkeeper do for my business?
We keep your financial records organized, accurate, and up to date. That means tracking income and expenses, reconciling bank accounts, and giving you clear financial reports so you know where your money’s going. We transform raw numbers into actionable insights that software alone can’t provide, while saving you valuable time to focus on growing your business.
Can you help me catch up if I’m behind on my books?
Don’t worry! Many businesses come to us with bookkeeping backlogs. At Becker & Ledger, we specialize in catch-up bookkeeping to bring your records up to date efficiently and accurately. We’ll develop a structured plan to address the backlog while setting up systems to keep everything on track moving forward. It’s never too late to get organized. To be clear, cleanup or catch-up are separate services from monthly bookkeeping. We often do one or the other before taking over monthly bookkeeping.
Do you prefer to work remotely, on-site or a combination?
We work exclusively remotely, which allows me to serve clients efficiently and consistently regardless of location. With today’s secure cloud-based tools, remote bookkeeping ensures timely communication, real-time collaboration, and easy access to financials—all without disrupting your day-to-day operations.
How often are my books updated?
For most clients, we maintain books on a monthly basis to ensure you always have current financial information. However, we can accommodate weekly or quarterly schedules depending on your business needs and preferences. We establish a consistent schedule that works for you and stick to it reliably.
What software do you use? Can you work with my current system?
We work exclusively with QuickBooks Online. It’s the industry standard, used by the vast majority of small businesses and tax professionals. That means your books stay clean, efficient, and easy to hand off—whether it’s to a CPA, advisor, or another professional.
Becker & Ledger 