The Platinum Process
At Platinum LedgerWorks LLC, we know that no two businesses are alike. That’s why we do not believe in cookie-cutter solutions. Our services are designed to meet your unique needs with clarity, transparency, and a collaborative spirit. From your first call to ongoing support, we’re here to simplify your financial processes and empower your growth
Here’s how we guide you through a seamless onboarding experience:
✓ Initial consultation: We begin with a discovery call to learn about your business, your goals, and the specific bookkeeping support you’re seeking. This sets the foundation for a customized partnership.
✓ Tailored Proposal: After our conversation, you’ll received a personalized estimate based on your business structure and service needs. No generic pricing—just a clear, thoughtful quote built around you.
✓ Onboarding & Agreement: Once you’re ready to move forward, we’ll formalize our agreement and outline the scope of services, pricing, and expectations so everything is aligned from day one.
✓ Document Checklist: You’ll receive a list of the documents and account access needed to get started. We keep this process streamlined and secure to ensure a smooth transition.
✓ Secure Access: Your privacy matters. We maintain minimal access to your financial accounts, prioritizing data protection and confidentiality at every step.
Our Services
We offer flexible, high-integrity bookkeeping solutions designed to support small businesses at every stage. Whether you’re launching, scaling, or catching up, we’ll meet you where you are.
Business Startup Support
- Perfect for entrepreneurs who need guidance setting up their financial structure and keeping accurate monthly records from day one.
- Congratulations on launching your new business! Let’s lay a strong financial foundation by designing a custom chart of accounts that fits your operations. We’ll help you choose the right accounting method, set up essential bank accounts, and create a clear, efficient system for tracking transactions and managing payments.
Bookkeeping Cleanup
- Recommended for business owners ready to bring clarity and order to neglected books through careful review, organization, and updates.
- Growth takes focus, and it’s common for financial records to fall behind in the process. Let us help you catch up, clean up, and create a system that gives you clarity and control moving forward.
Monthly Bookkeeping
- Designed for established businesses ready to elevate their financial clarity through meticulous recordkeeping and organized books.
- Whether you prefer a hands-off approach or want to stay actively involved, Platinum LedgerWorks ensures your transactions are accurately classified on a bi-weekly basis. Our comprehensive service includes full accounts payable and receivable support, along with precise recording of assets and liabilities. You’ll receive monthly reconciliations, customized financial reports delivered monthly or quarterly to suit your needs, and prompt, efficient email communication. This package is designed to keep your financial records organized, accurate, and aligned with your business goals—plus, it comes with a host of additional benefits to support your success.
YOUR NUMBERS, ORGANIZED. YOUR BUSINESS, EMPOWERED.
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Proudly serving businesses throughout Stuart, Port St. Lucie, West Palm Beach, and beyond with secure, fully remote accounting support.