Your whole year,
one sheet
per month.
The LedgerFast Year Book is one tax year of your business in one place. Cash jobs, Venmo and Zelle, bank deposits, expenses by category, and helpers you paid — entered in minutes each month. Totals add up as you go, and at year end you download one organized packet. Your numbers — for you first.
14 days free. One-time $99 per tax year. No subscription required.
A few minutes a month. A clean book all year.
No bank connections, no syncing, no learning curve. Each month you fill in one sheet — what came in, what went out, who you paid. The Year Book keeps the running totals.
Fill in your sheet.
Cash Jobs
Record the jobs you were paid in cash. Date, who, what for, how much. Done.
Apps and Bank
Add Venmo, Zelle, Cash App, and bank or card deposits — so your book shows what you actually made, not just what hit the bank.
Expenses by Category
Log what you spent, sorted into familiar tax categories as you go. No shoebox in January.
Helpers Paid
Track who you paid for help — running totals show when someone crosses the $600 1099-NEC line.
Watch it add up.
Month Totals
Every sheet totals itself — money in, money out, and what you kept.
Year-to-Date, Always
Your 12-month grid shows the whole year at a glance: filled months, empty months, and where you stand.
A Sensible Set-Aside Reminder
An educational 25–35% set-aside range keeps tax time from being a surprise. Not advice — just a number worth knowing.
Close the Month
Done with a month? Close it so the numbers stop moving. Made a mistake? Reopen, fix, close again.
No shoebox. No scramble. No January dread. Your year organized as you go — you choose what to share.
Start with the checklist.
Use the free spreadsheets on their own, or see the same month-by-month routine built into the Year Book.
Monthly Bookkeeping Checklist
Nine repeatable steps plus a free Excel entry sheet for income, expenses, helpers, and receipts.
Year-End Bookkeeping Checklist
A 12-month review and handoff worksheet for preparing organized records for your tax professional.
How to Organize Business Expenses
The complete guide: separate accounts, log cash the same day, use Schedule C categories, reconcile monthly.
One download when the year is done.
At year end — or any time — your Year Book packages everything into one organized file. Hand it to whoever does your taxes, or use it yourself.
Annual Summary
Total in, total out, and net for the year — cash, apps, and bank combined into one real picture.
Month-by-Month Breakdown
All 12 sheets totaled side by side. See your good months and slow months at a glance.
Expenses by Category
Every expense already sorted into tax categories — the same buckets your preparer asks about.
Helpers Paid Report
Everyone you paid for help, totaled for the year, with anyone over $600 flagged for 1099-NEC.
Every Entry, Itemized
The full detail behind every total — date, description, category, amount. Nothing lost.
PDF + Excel
Download the packet as a clean PDF or an Excel workbook — whichever your tax person prefers.
LedgerFast organizes your own records for your own business management. LedgerFast does not prepare or file tax returns and does not provide tax advice. What you share, and with whom, is your decision.
Finish the job. We'll get you paid.
Add Collect for $49/month. Enter the customer, job, and amount — we email a professional invoice and follow up automatically on day 3, 7, 14, and 30 until you're paid. You never make the awkward call.
One-Click Invoicing
Enter customer, job, and amount. Invoice created and emailed instantly.
Professional Email Invoices
Branded HTML invoice delivered straight to your customer's inbox.
Automatic Chase Sequence
Day 3, 7, 14, and 30 email follow-ups sent automatically. No awkward calls.
Repeat Customer Recognition
We remember your customers. Just enter the name next time.
You decide what to do with them.
One price for the year. One optional add-on.
The Year Book is $99 per tax year — not per month. Try it free for 14 days first.
One calendar year of your business, filled in month by month. That's about $8 a month — billed once, not monthly.
- 12 month sheets — cash, apps, bank, expenses, helpers
- Expenses organized by tax category
- Running month and year-to-date totals
- Educational 25–35% set-aside guidance
- Close and reopen months anytime
- Year-end packet — PDF and Excel
- Helpers paid report with $600 1099-NEC flags
- Your data stays yours — private and encrypted
Best for owners who want a clean year of records without a monthly bill.
Invoices that chase themselves. Add Collect on top of your Year Book and never follow up on a payment again.
- Unlimited email invoices
- Automatic chase — day 3, 7, 14, and 30
- Repeat customer recognition
- Professional branded invoices
- Cancel anytime — no fees
Optional. The Year Book works fully on its own.
The Year Book is a one-time $99 purchase per tax year. Collect renews monthly at $49 — cancel anytime, no fees, no questions. If the Year Book doesn't make your life easier, we'll refund your money (see our Refund Policy). By purchasing you agree to our Terms of Service. LedgerFast is a record-keeping tool — not a CPA firm — and does not prepare or file tax returns or provide tax advice.