AddLedger provides specialized accounting support for
e-commerce businesses, combining bookkeeping,
reconciliation, reporting, and other accounting services
through a structured remote workflow. Our service model is
designed to provide flexible support without requiring a
business to build and manage a full internal accounting team.
We use controlled access, role-based permissions,
secure document-sharing workflows, and defined procedures
for handling client information. Access is limited to the
team members whose responsibilities require it.
Once onboarded, clients using QuickBooks Online can invite
AddLedger as their accountant. The invitation is accepted
through the appropriate accountant-access workflow,
allowing our team to work on the client's books without
requiring the client's personal QBO login credentials.
Documents such as statements, reports, and supporting
records can be exchanged through approved cloud-based
document-sharing platforms such as OneDrive, Google Drive,
or Dropbox, depending on the engagement.
Yes. AddLedger can coordinate with your existing CPA or
tax professional and provide organized financial
information ready for your CPA.
Client accounting data remains with the client's information.
AddLedger accesses and processes the information only for the
agreed service requirements, subject to the engagement terms
and applicable legal or regulatory requirements.
Where payroll support is included, we work with the payroll
information and supporting records provided through the agreed
workflow. The exact process depends on the client's payroll
system and the scope of payroll support included in the engagement.
We first assess the condition of the existing records and identify
the information required to complete the engagement. Where necessary,
cleanup or catch-up bookkeeping can be performed before ongoing
services begin.
AddLedger uses cloud-based accounting, document-sharing,
and communication tools to deliver accounting services
remotely while maintaining a structured workflow with the client.
Book updates and delivery timelines depend on the agreed service
scope, transaction volume, availability of required information,
and the applicable service-level commitment.
Any discrepancy identified during reconciliation is investigated
using the available supporting documentation and relevant
transaction records. Exceptions are resolved or communicated
before final reporting, according to the agreed workflow.
Communication can be handled through agreed channels such as
email, Microsoft Teams, Slack, Zoom, or other suitable
communication platforms depending on the engagement.
