Credit card reconciliation
I match charges to your records, note missing details, and help keep each card account complete and current.
Specializing in nonprofit and local government reconciliation.
Credit card and bank reconciliation made clear and manageable.
ClearLedger Solutions helps small businesses, contractors, property managers and landlords, restaurants, nonprofits, and local government agencies reconcile bank and credit card accounts, match statements, track receipts, review discrepancies, and prepare clean monthly records for review. Based in Humboldt County, I serve clients in Arcata, Eureka, McKinleyville, and nearby communities.
I’m Esme. Based in Humboldt County, I bring years of finance and operations experience to businesses and organizations that need reliable, thoughtful support.
Small businessesContractors & tradesProperty managers & landlordsRestaurantsNonprofitsLocal government agencies
No pressure. No confusing language. Just practical support.
A little peace of mind
Transactions matched ✓Questions identified ✓Records organized ✓You don’t have to sort it all out alone.Here’s how I can help
Credit card and bank reconciliation for a cleaner month-end.
ClearLedger is built around careful account reconciliation, receipt matching, and discrepancy review—not a long list of unrelated services. Whether one account needs attention or your business needs dependable monthly support, the work stays focused and clear.
Bank reconciliation
I compare bank activity with your records and clearly flag differences or items needing a closer look.
Account review & cleanup
If you’re behind or unsure what’s off, I’ll review what you have and organize a manageable path forward.
Support for mission-driven and public-serving teams
Clear records for organizations accountable to their communities.
Nonprofits and local government agencies often manage more than a standard chart of accounts. I help organize the transaction-level details behind programs, grants, departments, and staff purchases so your internal team and accountant can review the month with greater clarity.
Nonprofit organizations
Keep program and grant activity easier to follow.
Support designed for organizations balancing day-to-day operations with restricted funding, program budgets, staff cards, and detailed documentation needs.
- ✓Transactions organized by program, grant, department, or fund
- ✓Receipt matching and missing-document follow-up lists
- ✓Staff and employee card activity clearly separated
- ✓Accountant-ready monthly reconciliation records
Local government agencies
Make purchasing-card review more manageable.
Dependable reconciliation and documentation support for local departments and public-serving teams working within established approval and purchasing processes.
- ✓Bank and purchasing-card reconciliation support
- ✓Transactions organized by department, program, or project
- ✓Missing receipts, unclear charges, and exceptions flagged
- ✓Clean supporting records for internal finance review
Already have an accountant or finance team? That’s expected. ClearLedger supports the detailed reconciliation and record organization behind their work.
Talk with Esme →A sample of my work
From a card statement to a clear, review-ready record.
I organize each transaction, match the supporting receipt, apply the right expense category and fund or program code, and flag anything that still needs attention. This fictional nonprofit example shows the kind of monthly documentation you can expect.
Transactions reviewed12
Total reviewed$3,022.37
Receipts matched11 of 12
Needs attention1 itemRefund still pending
| Cardholder | Trans Date | Description | Amount | Fund | Account # | Notes (purpose, event, or project) | Receipts |
|---|---|---|---|---|---|---|---|
| JORDAN LEE (****4821) | 11/29/2025 | COMMUNITY EMAIL PLATFORM | $89.00 | OPER | 7215 | Monthly supporter newsletter subscription | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/23/2025 | LANGUAGE ACCESS PARTNERS | $162.50 | OUTRCH01 | 7385.12 | Interpretation for community resource night on 11/20/25 | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/23/2025 | COASTAL OFFICE SUPPLY | $63.75 | OUTRCH01 | 7120.04 | Name badges and outreach materials for community event | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/23/2025 | COMMUNITY PRINT SHOP | $1,460.00 | GRANT01 | 7320.08 | Program guides and outreach printing charged to community grant | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/20/2025 | VOLUNTEER SCHEDULING HUB | $48.00 | OPER | 7215 | Monthly volunteer scheduling subscription | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/16/2025 | OFFICE EQUIPMENT STORE | $187.35 | YOUTH01 | 7145.06 | Projector protection plan canceled - refund pending to youth program | Follow-up required |
| JORDAN LEE (****4821) | 11/12/2025 | COASTAL INTERNET | $224.90 | OPER | 7810.03 | Monthly internet for nonprofit office | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/09/2025 | NORTH COAST TECH | $95.00 | OPER | 7160.09 | Printer support needed to complete grant reporting | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/07/2025 | COMMUNITY DESIGN SOFTWARE | $27.50 | OUTRCH01 | 7215 | Monthly outreach and social media design subscription | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/02/2025 | COASTAL MOBILE | $203.40 | OUTRCH01 | 7255.11 | Monthly mobile plans for outreach staff | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/01/2025 | NONPROFIT WORKSPACE SUITE | $318.72 | OPER | 7215 | Monthly email and file storage for staff | View mock receipt PDF |
| JORDAN LEE (****4821) | 11/01/2025 | REDWOOD TRANSIT SERVICES | $142.25 | YOUTH01 | 7430.07 | Participant bus passes for youth leadership program | View mock receipt PDF |
| Total | $3,022.37 | ||||||
Real support from
a real person.
The person behind ClearLedger
Meet Esme
Hello! I’m Esme, the founder of ClearLedger Solutions. Originally from San Diego, I spent several years moving up and down the California coast—from Los Angeles to Santa Rosa and many places in between—before putting down roots in Humboldt County in 2018.
I hold degrees in Business Law and Economics, and my professional experience spans several industries, including banking, technology, marketing, and the nonprofit sector. Most recently, I spent six years as a Director of Finance and Operations, managing financial systems, improving internal processes, and helping organizations operate more efficiently.
After welcoming my daughter in the summer of 2025, I decided to step back from my previous role and create a healthier balance between my career and family life. That decision inspired me to start ClearLedger Solutions and use my experience to help businesses and organizations that need reliable, thoughtful financial support.
I understand how overwhelming it can be to keep your accounts organized while managing everything else your business requires. My goal is to make that part of your work simpler, clearer, and less stressful, so you can focus your time and energy on the people and work that matter most to you.
Upfront pricing
Clear prices. No surprise invoices.
Choose support based on the number of bank or credit card accounts, transactions, and tracking details you manage. If your needs fall outside a package, you’ll receive a clear quote before any work begins.
For solo business owners
Solo Business Account Check
$150one time
One bank or credit card account / one statement month / up to 50 transactions.
Best for: Occasional, one-time account support.
- ✓Focused reconciliation of the selected account
- ✓Basic transaction categorization
- ✓Discrepancy review
- ✓Clear summary of anything needing attention
Monthly support
Essential
$250per month
Up to 2 bank or credit card accounts / 100 transactions.
Best for: Ongoing monthly organization.
- ✓Reconciliation
- ✓Basic categorization
- ✓Receipt matching
- ✓Missing-receipt list
- ✓Discrepancy review
- ✓Monthly summary
Monthly support
Business
$425per month
Up to 4 bank or credit card accounts / 250 transactions.
- ✓Everything in Essential
- ✓Detailed expense categorization
- ✓Transactions separated and tracked by employee cardholder
- ✓Duplicate and unknown transaction review
- ✓Accountant-ready month-end documentation
- ✓Ready for your bookkeeper or accountant by the 10th, provided all statements, receipts, and requested information are received on time
Flexible monthly support
Business Plus
$650+per month
Up to 5 bank or credit card accounts / 300 transactions. Designed for businesses with more complex tracking needs.
- ✓Everything in Business
- ✓Expense tracking by job, project, property, or department
- ✓Organization across multiple employee or purchasing cards
- ✓More detailed discrepancy follow-up, receipt matching, and supporting-document organization
- ✓Customized monthly reporting separated by the categories your business needs
- ✓60 minutes of coordination with your in-house or outside accountant
- ✓Custom quote for needs above 5 accounts, 300 transactions, or the included level of complexity
For nonprofits & local government agencies
Organization & Agency Support
ClearLedger Solutions specializes in supporting nonprofit organizations and local government agencies with the detailed financial organization their work requires.
Custom quoteBased on your actual scope
- ✓Bank, credit card, or purchasing-card reconciliation
- ✓Tracking by department, program, grant, fund, or project
- ✓Receipt and supporting-document organization
- ✓Staff or cardholder transaction tracking
From program, grant, fund, project, and department tracking to purchasing-card reconciliation and supporting documentation, services are customized around each organization’s structure and reporting needs.
You’ll receive a clear written quote before work begins. Pricing is based on account and transaction volume, tracking detail, workflow, and the level of monthly support needed.
Request a custom quote →Optional add-ons
Customize your monthly support
Need additional support? Choose the options available for your monthly package.
Additional Account
$50/month
Add one bank or credit card account beyond the number included in your package.
Additional Transactions
$60/month
Add up to 50 transactions beyond your package’s monthly limit.
Employee-Card Follow-Up
$75/one-time cycle
Available with Essential and Business. Includes one reminder cycle for missing employee-card receipts or transaction details and one consolidated outstanding-items list. Business Plus already includes standard cardholder organization; this add-on is used only when an additional follow-up cycle is requested.
Custom Expense Report
$150/month
Available with Essential and Business. Receive one monthly report organizing expenses by job, project, property, department, program, or grant. This reporting is already included with Business Plus.
Add-ons are intended for small increases in monthly needs. If your account volume, transaction count, or tracking needs regularly exceed your package, I’ll recommend the next package or prepare a custom quote.
What to expect
We’ll take it one step at a time.
You don’t need to prepare a perfect package before reaching out.
We talk
You tell me what feels messy, time-consuming, or unclear.
I take a careful look
I review the records, match the details, and note what needs attention.
You get clarity
I share a straightforward summary and understandable next steps.
Ready when you are
Tell me what’s going on.
Send me a quick note about what feels messy, time-consuming, or unclear. You can click the address to open a secure Gmail message or copy it and use your preferred email service.
hello@clearledgerso.comClearLedger Solutions LLC provides reconciliation, account review, record organization, and financial operations support. We are not a CPA or accounting firm and do not provide tax preparation, audits, attest services, or legal advice.