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← Back to Top 24 Bookkeepers in the San Diego-Chula Vista Area, CA (2026)

Fresh Ledger

Evidence Score 62/100 at 83% evidence coverage 2 of 24 on the San Diego-Chula Vista area list How the score works

What we could verify

Registered business?
Not verified
CPA license or firm permit?
Not verified (searched the state board)
Publishes prices?
Not verified
Local or remote?
Local
Software?
QuickBooks Online, Gusto

Who they say they serve: construction, contractors, professional services, restaurants, nonprofits (self-reported, from the firm's own website)

3 of 5 answered from a dated source.

Documents 5 of 5 core services; publishes prices.

Score breakdown

Documented services + buyer fit40 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 14 checked
Operational + pricing transparency18 of 25 pts, 25 checked
Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Fresh Ledger's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Fresh Ledger home page
Website https://www.freshledger.llc/ home page
Office locality San Diego, CA home page
Phone +16194178735 home page
Offers bookkeeping Documented: Fresh Ledger: San Diego Small Business Bookkeeper Bookkeeping, payroll, and CFO services for San Diego's small businesses. Call or Text: (619)... home page
Monthly bookkeeping Documented: ...(619) 417-8735 Get Started Bookkeeping and Advisory Services for San Diego Businesses Monthly bookkeeping, payroll setup, and fractional CFO services for small businesses across... home page 8 pts (max 8)
Catch-up / cleanup Documented: ...or you're spending too much time on tasks that aren't building your business. Months Behind on Books The transactions keep piling up but there's never enough time to catch up. We... home page 5 pts (max 5)
AP / AR Documented: San Diego Accounts Payable Services | Fresh Ledger Bookkeeping, payroll, and CFO services for San Diego's small... /services/bills-payments
Oct 2, 2026
4 pts (max 4)
Payroll coordination Documented: Fresh Ledger: San Diego Small Business Bookkeeper Bookkeeping, payroll, and CFO services for San Diego's small businesses. Call or Text: (619) 417-8735 Get... home page 4 pts (max 4)
Month-end close + reporting Documented: ...Your books updated monthly. Transactions categorized, accounts reconciled, and financial statements prepared so you always know where your business stands. Catch-Up Bookkeeping... home page 6 pts (max 6)
Industries served (documented) construction, contractors, professional services, restaurants, nonprofits, hospitality home page 5 pts (max 5)
Software supported QuickBooks Online, Gusto home page 5 pts (max 5)
Local / remote model stated Local /pricing
Oct 2, 2026
3 pts (max 3)
Pricing approach published Publishes prices: "$249/mo" /pricing
Oct 2, 2026
6 pts (max 6)
What is included / excluded Documented: ...we start. Monthly Bookkeeping One flat monthly rate based on your expense volume. What's included Each month we reconcile your accounts, categorize transactions, and prepare... /pricing
Oct 2, 2026
5 pts (max 5)
Reporting cadence stated Documented: ...and extremely beneficial to our organization. She always prepares invoices and monthly reports ahead of schedule and has been very accommodating when special reporting is... home page 4 pts (max 4)
Named contact / team Erin Sholly, owner /about 3 pts (max 3)
Working contact route verified [email protected] (mail server found) DNS check
Third-party
Sep 26, 2026
2 pts (max 2)
Privacy / data-handling page Documented: Privacy Policy /privacy 2 pts (max 2)

Checked and not found

  • Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Fresh Ledger' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
  • Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Fresh Ledger' in San Diego, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
  • Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).

Searches that find nothing are not a mark against a firm. How we search.

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).

Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.

  • Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

  • 20 of 23 evidenced items come from Fresh Ledger's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

Is this your firm?

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