Services · Palm Beach Gardens, FL

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, Wellington, and across Palm Beach County and South Florida.

Jump to: Monthly Bookkeeping Catch-Up & Cleanup Tax Preparation Payroll QuickBooks Financial Reporting
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 make 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.

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 →
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
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, 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 Wellington to West Palm Beach and beyond. Most projects are completed in 2–4 weeks.

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 →
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
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 our CPA partners to make sure every return is accurate, compliant, and optimized.

Schedule a tax consultation →
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 several CPAs
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 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.

Talk about your payroll needs →
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
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 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.

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 →
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
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.

Get started with reporting →
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

Proudly serving Palm Beach County and beyond

Local bookkeeping services for small businesses in:

Palm Beach GardensWellingtonJupiterWest Palm BeachNorth Palm BeachJuno BeachRoyal Palm BeachLake WorthBoynton BeachDelray BeachBoca RatonStuart

Fully remote-ready — we also serve clients nationwide.

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 →
Lucky Ledgers — bookkeeping services Palm Beach County

Professional bookkeeping for small businesses across South Florida and nationwide.

Pages
Services About Jennifer FAQ Contact
Contact
(561) 475-8864 Jen@LuckyLedgers.com Palm Beach Gardens, FL 33418 Mon–Fri, 9am–5pm EST
© 2026 Lucky Ledgers. All rights reserved. · Palm Beach Gardens, FL