Designing your service catalog

A walking tour of the LedgerOS workspace
settings/services
Time & Billing
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Services

What your firm sells. Each one carries its own price, its own scope, and what it starts.

Tax
1040 preparation Individual tax return (Form 1040) Proposals Flat $750.00
1120-S preparation S-corporation return Proposals Spawns work Flat $1,450.00
Bookkeeping
Monthly bookkeeping Recurring · monthly Proposals Spawns work Recurring $650.00
Payroll
Payroll processing Base + per employee per run Proposals Per unit $9.00
Advisory
Ad-hoc advisory Billed from logged time · invoice-only Hourly —
Entity restructure review Retired — kept for history Inactive —
Monthly bookkeeping
Name Monthly bookkeeping
Short description (invoices) Monthly bookkeeping — up to 150 transactions Shown on the invoice line.
Service line Bookkeeping
Active Yes
Use in proposals List this service in the proposal builder with a scope of work and acceptance behavior. Off = invoice-only / internal.
Deliverables / scope (proposals) Monthly categorization and reconciliation of up to 150 transactions across two accounts, a month-end close, and a P&L and balance sheet by the 15th. What the client reads on the proposal, and what you're agreeing to.
Service terms (optional) Legal / scope clauses for this service — appended to the engagement letter only when this service is on a proposal.
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Payroll processing · pricing
Billing trigger Recurring Or: on acceptance, on a date, on a milestone.
Frequency Monthly
Price model Per unit
Base (USD)120.00
Unit price (USD)9.00
Unit labelemployee
Default quantity source Client sets Firm sets — you fix the number. Client sets — they enter it on the proposal.
Offer as add-on by default Pre-listed in the composer's add-ons section.
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Import from library
Add prebuilt services as your own editable copies. Rates are left blank — set yours after import.
Search services…
Tax Compliance Federal, state, and information-return preparation and filing. Select all
Individual Tax Return Preparation and e-file of one federal and one resident-state individual return. Flat
S-Corporation Return Preparation and electronic filing of the federal Form 1120-S and one state return, including Schedule L, M-1/M-2 reconciliations, and Schedule K-1 for each shareholder. Assumes books are closed and reconciled at provision; cleanup bookkeeping is scoped separately. Flat
Bookkeeping & Accounting Recurring transaction work and the monthly close. Select all
Monthly Bookkeeping Categorization, reconciliation and a month-end close with statements. Recurring
2 selected Import 2 services

Spawns → pipeline

What a service starts when somebody buys it.

Monthly bookkeepingService On a proposalAs a package line Client acceptsBecomes a client Monthly closeEngagement in the pipeline

A service with no pipeline set is a billing line only — it will invoice, but nothing appears for anyone to do.

Monthly bookkeepingSpawns → Monthly close Spawns work
1120-S preparationSpawns → Business returns Spawns work
Ad-hoc advisoryNone — billing line only
T-SET-10 · Aug 2026