Reliable bookkeeping for complete financial clarity

At Pulse Ledger Solutions, I keep your books accurate, organized, and up to date, so you always know where your business stands. As a Level 1 QuickBooks ProAdvisor, I provide monthly bookkeeping and clean-up for health professionals and other small businesses.

Right now, for the first three customers booked in October, I am offering a free 15-minute evaluation. 

Comprehensive bookkeeping solutions

Tailored financial management designed to save you time, reduce stress, and ensure your business records are consistently accurate and tax-ready.

Monthly bookkeeping

Keep your general ledger accurate and up to date with consistent tracking of income, expenses, and transaction categorizations every single month.

Account reconciliation

Eliminate discrepancies by regularly matching your bank accounts, credit cards, and loan balances with your internal financial records.

Financial reporting

Understand your cash flow, profit margins, and balance sheets through simple, clear monthly reports designed for informed decision-making.

Year-end preparation

Take the panic out of tax season with fully reconciled books and neatly packaged financial files ready for your CPA or tax professional.

 

Customer Reviews

I'm just launching Pulse Ledger Solutions, so my first client reviews are on the way. In the meantime, I offer a discounted discovery call and evaluation so you can see my approach and accuracy for yourself.

A human, supportive approach to numbers

You shouldn't have to battle messy receipts, confusing software, or looming tax deadlines alone. Partner with a dependable bookkeeper who takes the time to understand your unique business and explains your financial health in plain, actionable language.

Frequently asked questions

Explore answers to common questions about our bookkeeping processes, service schedules, and how we work with small businesses.

What types of businesses do you work with?

I specialize in working with independent health professionals and healthcare practices, such as therapists and counselors, chiropractors, physical and occupational therapists, dental and vision practices, and nurse practitioner-owned clinics. My healthcare background as an RN with a BSN helps me understand how these practices operate and where their finances tend to get stretched.

I also work with other small businesses and self-employed professionals who need dependable bookkeeping. Whether a business is just getting started or has been running for years, I provide ongoing monthly bookkeeping and bookkeeping clean-up for books that have fallen behind.

How does remote bookkeeping work?

Everything is done online. You give me secure, view-only access to your bank accounts and accounting software, and you share receipts and documents through a protected client portal. Each month I categorize transactions, reconcile accounts, and send clear financial reports. We stay in touch by phone, email, or video.

Can you help clean up past messy records?

Yes. I offer catch-up and cleanup bookkeeping services to bring prior months or years of transactions fully up to date and reconciled.

Do I need to share my passwords?

No. You invite me to your accounting software as an accountant user, which gives me the access I need to do the work without ever sharing your login. You decide what access I have, and you can change or remove it at any time. Your bank and credit card accounts connect to your accounting software, so I can work from your transactions without handling your banking passwords.

What do you do with patient information?

Bookkeeping doesn't require patient information. I ask clients to keep patient names and health details out of anything they share with me, for example, by redacting statements or deposit details. As an RN, I fully understand HIPAA, so I am extremely vigilant about patient information.

Do you replace my CPA?

No. I keep your books accurate and organized, and I hand clean records to your CPA at tax time. 

What software do you use?

QuickBooks is my specialty. I'm a Level 1 QuickBooks ProAdvisor and proficient in the platform, though I can work in whatever system you already use. If you don't have one yet, I'll help you choose and set up the right fit for your business.

Do you file business tax returns?

We specialize in day-to-day bookkeeping and year-end package preparation. We compile and organize all data so your CPA or tax preparer can file quickly and accurately.

How often will I receive financial reports?

Standard clients receive comprehensive financial reports monthly, including income statements, balance sheets, and key cash flow insights.

How do we get started?

Book an evaluation for $195. We'll talk through where your books stand and what it would take to get them on track, with no pressure and no obligation. Call/text 616-322-8089. You can also email: sarahwillard@pulseledgersolutions.net.

Get in touch

Grand Rapids, Michigan
United States

Business hours

Monday - Friday: 9:00 AM - 5:00 PM
Saturday, Sunday, and Holidays: Closed

Contact details

Call:  616-322-8089

sarahwillard@pulseledgersolutions.net

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