Your books are the foundation.
Everything else is built on them.

Bluepeak Ledger handles your bookkeeping and financial analysis so you can run your business instead of chasing numbers. Based in Wilmington, NC. Serving small businesses everywhere.

100% of clients
get their reports on the same date every month
Clean books
handed directly to your CPA at tax time, no scrambling
Finance degree
backed by a UNC Wilmington Business School graduate

Why It Matters

Most small businesses are flying blind.

You are spending 8+ hours a month on your own books.

Every hour you spend reconciling transactions, chasing receipts, and trying to make sense of QuickBooks is an hour you are not spending on your customers. Your time has a dollar value. Use it accordingly.

You do not actually know if your business is profitable.

A busy month does not mean a profitable month. Without a clean monthly P&L and cash flow picture, you are making decisions about hiring, spending, and pricing based on your bank balance instead of your actual financial position.

Tax season is a panic every single year.

Because the books were not kept clean throughout the year, every April means scrambling, missing deductions, and paying your CPA extra to clean up the mess. There is a better way.

Bluepeak Ledger fixes all three. Every month. On time.

Bookkeeping Packages

Simple, transparent pricing. No surprises.

All packages billed monthly. Cancel anytime with 30 days notice. Your monthly price depends on the number of transactions across your accounts, confirmed on your free discovery call. Tax preparation and filing not included. Your CPA handles that. We hand them everything they need.

Basic

$250+/month

For businesses just getting their books organized.

  • Bank & credit card reconciliation
  • Transaction categorization
  • Monthly profit & loss statement (PDF)
  • Clean books ready for your CPA
  • Plain-English summary email with every report
  • Email support (24-hour response)
Get Started

CFO Lite

$750+/month

For businesses that want active financial management.

  • Everything in Standard
  • Monthly cash flow statement
  • Budget vs. actual variance report
  • Written variance commentary & analysis
  • Quarterly strategy call (60 minutes)
  • Annual CPA handoff package
  • Priority text & email support
Get Started

Get a Custom Quote

Want your exact monthly price?

Pick whichever you're comfortable with. Either one gets you a real number for the Basic, Standard, or CFO Lite package — no obligation.

Most accurate

Send your statements

Upload your 3 most recent monthly statements for every connected account (each bank account and credit card). We review your real transaction volume and send back an exact quote.

  • The most precise quote possible
  • Nothing to estimate on your end
  • Uploads straight to our secure storage
Upload Statements Securely

Your documents are kept strictly confidential and never shared.

No documents needed

Estimate your transactions

Not ready to share statements, or have a lot of accounts? Just tell us your average monthly transactions and we'll send an estimated quote.

This is an estimate. Your final quote may change if your actual transaction volume turns out to be very different from the number you give.

Financial Consulting

When you need to go deeper than the books.

All consulting engagements are project-based with a defined scope, fixed fee, and 50% deposit required before work begins. Available as a standalone service or as an add-on for existing bookkeeping clients.

3-Statement Financial Model

$300+

A connected income statement, balance sheet, and cash flow model built around your business.

Cash Flow Forecast

$250+

See where your cash is headed so you can plan spending and avoid surprises.

Annual Budget Build

$300+

A realistic, line-by-line budget you can actually run your year against.

Investor / Lender Pitch Financials

$400+

Lender-ready financials and projections that hold up under scrutiny.

Break-Even & Pricing Analysis

$150+

Know exactly what you must sell to profit, and whether your prices work.

Business Valuation

$500+

A grounded estimate of what your business is worth today.

Monthly Advisory Retainer

$400+/month

Ongoing financial guidance on call for the decisions that matter.

Fractional CFO Retainer

$1,000+/month

Senior financial leadership without a full-time executive salary.

Not sure which service you need? Book a free 30-minute discovery call and we will figure it out together.

Book a Free Call

Why Us

This is not a faceless bookkeeping app. This is a real financial partner.

Finance Degree, Not Just Software Training

Built on a Finance & Economics degree from UNC Wilmington's Cameron School of Business, not just a certification course. You get someone who understands the numbers behind the numbers.

Same Date, Every Month

Your reports arrive on the same date every single month. Not when we get to it. Reliability is not a bonus feature. It is the baseline.

Plain English, Always

No jargon. No acronyms without explanation. Every report comes with a plain-English summary that tells you what happened and what it means for your business.

Your CPA's Favorite Bookkeeper

We organize and deliver everything your CPA needs at tax time, reducing their prep time and your tax prep bill. Clean handoffs, every year.

About

Hi, I'm Ethan.

Ethan, founder of Bluepeak Ledger

I'm a Finance and Economics graduate from UNC Wilmington's Cameron School of Business, and I started Bluepeak Ledger because I kept seeing the same problem: small business owners who were working incredibly hard but had no clear picture of their finances.

They weren't flying blind because they didn't care. They were flying blind because bookkeeping is time-consuming, confusing, and genuinely not what most people go into business to do.

Bluepeak Ledger exists to fix that. Clean books, delivered consistently, explained in plain English, and backed by real financial expertise, not just data entry.

I'm QuickBooks ProAdvisor certified and hold the Intuit Bookkeeping Certification. Every client gets direct access to me, not a junior associate or an automated dashboard. Just an experienced financial professional who knows your business and is genuinely invested in helping it grow. You can reach me directly at .

Based in Wilmington, NC. Serving small businesses everywhere.

  • QuickBooks ProAdvisor Certified
  • Intuit Bookkeeping Certified
  • UNC Wilmington, B.S. in Finance & Economics

My Promise

My promise to every client.

Bluepeak Ledger is new, and I'd rather earn your trust than lock you into a contract. Here is exactly what you can count on from the very first month.

On time, every month

Your reports arrive on the same date every single month. Reliability is the baseline, not a bonus.

Always done by a human

Your books are handled and reviewed by a real person, not just auto-categorized by software and left unchecked. A human catches what an algorithm misses.

Strictly confidential

Your financial documents are kept private and never shared. Handling sensitive information with care is non-negotiable.

No surprise pricing

The price we agree on is the price you pay. No hidden fees, no creeping invoices, no fine print.

No contracts. No lock-in. Every package is month-to-month, cancel anytime with 30 days' notice. I'd rather earn your business every single month than trap you in a contract.

Get Started

Ready to stop flying blind?

Book a free 30-minute discovery call or send a message below. No commitment, no pressure. Just a conversation about your business and whether we are a good fit.

Book a Free Discovery Call

Pick a time that works for you. Completely free.

We respond to all inquiries within 24 hours on business days.