Every service your
business actually needs.

From day-to-day bookkeeping to one-time catch-up projects — Lucky Ledgers handles the full financial back office for small businesses in Palm Beach Gardens, Palm Beach County, and across South Florida.

01
Most Popular

Monthly Bookkeeping

For small businesses in Palm Beach Gardens and across Palm Beach County, monthly bookkeeping is the foundation everything else is built on. When your books are clean and current, tax season is easy, payroll is accurate, and you can actually make business decisions based on real numbers — not guesses.

We handle everything in the background each month so you never have to think about it. You get clear, tax-ready financials every month — we handle all the details.

What's included

Bank and credit card reconciliations every month
Transaction categorization and coding
Accounts payable and receivable tracking
Monthly financial reports (P&L, balance sheet)
Year-end books ready for tax filing — no scrambling
Ongoing support for any financial questions

Flat monthly pricing based on transaction volume — you'll know your exact cost before we start. No hourly billing, no surprise invoices.


Get a free quote →
02
High Demand

Catch-Up & Cleanup

If you've fallen behind on your books — whether it's a few months or a few years — you're not alone. Catch-up bookkeeping is one of the most searched services in Palm Beach County, and there's never any judgment here. Catch-up bookkeeping is one of the most common things we do, and one of the most transformative.

We'll dig into your accounts, sort out the mess, reconcile everything going back as far as needed, and deliver clean, accurate, tax-ready books — serving businesses from Palm Beach Gardens to Jupiter to West Palm Beach and beyond. Most projects are completed in 2–4 weeks.

What's included

Full historical reconciliation across all accounts
Transaction categorization going back as far as needed
Correction of any prior errors or miscodings
Tax-ready output your CPA or accountant can use immediately
Flat project pricing — know the full cost before we start

Starting at $2,500 for most catch-up projects. Exact pricing depends on the timeframe and volume — we'll give you a firm quote after a free consultation.


Get a free catch-up quote →
03

Tax Preparation & Filing

For Palm Beach County small business owners, tax season stops being a scramble and becomes a formality when your books are handled by Lucky Ledgers all year. Everything your accountant needs is already organized and ready — you just say go.

We prepare tax returns for individuals and all common business entity types, working in partnership with Jon Gitman of Gitman Associates CPAs, Inc. to make sure every return is accurate, compliant, and optimized.

What's included

Individual tax returns (1040)
Business returns: sole proprietors, LLCs, S-Corps, C-Corps, partnerships
Deduction review and optimization
On-time filing — no extensions unless you want one
CPA partnership via Gitman Associates CPAs, Inc.

Schedule a tax consultation →
04

Payroll Services

Payroll mistakes cost money and create headaches — late Florida state filings, wrong withholdings, missed IRS deadlines. We take it completely off your plate. We take it completely off your plate so payroll day is just another Tuesday.

Whether you have 1 employee or 50, we handle every aspect of the payroll cycle from processing to year-end reporting.

What's included

Payroll processing on your schedule (weekly, bi-weekly, semi-monthly)
Direct deposit setup and management
Federal and state payroll tax withholding and deposits
Quarterly payroll tax filings (941, 940)
Year-end W-2s and 1099s for all employees and contractors

Talk about your payroll needs →
05

QuickBooks Setup & Training

QuickBooks Online is the right tool for most small businesses in Palm Beach Gardens and across South Florida — but only if it's set up correctly by a certified professional. A messy chart of accounts, wrong tax categories, or a poorly configured system can cause more problems than it solves.

We set it up right from the start (or clean up whatever came before), then train you and your team so you actually know how to use it day-to-day.

What's included

New QBO account setup or existing account cleanup
Chart of accounts configured for your specific business
Bank and credit card feed connections
Invoice and expense templates set up
Hands-on training for you and your team — included

Not sure which QuickBooks plan you need? We'll help you figure that out during the free consultation — no upsell, just honest advice.


Book a QuickBooks consult →
06

Financial Reporting & Dashboards

Most small business owners in Palm Beach County have financial reports sitting in QuickBooks that they don't fully understand — or don't look at because they're confusing. We fix that.

Every month you receive clear, plain-English reports that actually explain what's happening in your business and what you should pay attention to. Not just numbers — insight.

What's included

Monthly Profit & Loss statement with commentary
Balance sheet — know exactly what you own and owe
Cash flow report — never be surprised by a dry spell
Accounts receivable aging — see who owes you money
Custom KPI tracking based on your business type

Get started with reporting →

Not sure which service
you actually need?

That's what the free consultation is for. We'll figure it out together.

Book a Free Call →