Welcome to LGE Logistics & Financial Services
where numbers meet clarity and your business meets peace of mind.
We are a trusted provider of bookkeeping, tax preparation, and freight brokering services, proudly serving individuals and small businesses across New York and beyond. .
With experience across a range of industries—including construction, real estate investing, transportation, and service-based businesses—we understand that every business is unique. That’s why we tailor our services to fit your exact needs, whether you need help catching up on your books, managing payroll with QuickBooks Online, or preparing accurate, on-time tax returns.
Our Mission
We believe in:
Transparency – Clear, honest communication about your finances
Accuracy – Reliable bookkeeping and reports you can trust
Efficiency – Organized processes that save you time and money
Support – Personalized service and consistent follow-up
What Bookkeeping Services Do We Offer?
We provide professional bookkeeping services tailored to the needs of Startups companies, Small and Medium-Sized Businesses, and service-based businesses—with flexible support for clients near New York, NY and beyond.
🔹 Monthly Bookkeeping Services
We offer ongoing bookkeeping support to keep your business finances clean, current, and tax-ready:
Monthly transaction categorization (QuickBooks Online)
QuickBooks Online setup and file maintenance
Monthly bank and credit card reconciliations
Generation of key financial statements:
Profit & Loss
Balance Sheet
Cash Flow Statement (as needed)
Your books are updated weekly, and we stay in touch regularly to clarify any transactions we’re unsure of. By the 10th of each month, you’ll receive accurate financial statements for the prior month—for example, January statements will be delivered by February 10th.
🔹 Catch-Up & Clean-Up Bookkeeping
Need to get your books in order before tax time? We specialize in full-year cleanups to bring your books up to date:
Full-year QuickBooks Online cleanup
Chart of Accounts restructuring
Clean-up of Profit & Loss and Balance Sheet
Invoice tracking and customer follow-up
Preparation of Accounts Receivable Aging Reports
🔹 Accounts Receivable Services
If included in your plan, we’ll take care of all aspects of invoicing:
Create and send customer invoices
Follow up on unpaid balances
- A/R (Accounts Receivable) reconciliation
Provide A/R aging reports for better cash flow management
You supply the details—we handle the rest.
🔹 Accounts Payable Services
If included in your plan, we will manage your vendor payments:
Enter, track, and pay bills on your behalf
Keep your accounts current and organized
Provide A/P aging reports for improved visibility
🔹 Monthly Financial Review
If your package includes a consultation, we’ll schedule a monthly call to:
Walk you through your financial reports
Help you understand business performance
Customize reporting (P&L, Balance Sheet, A/R Aging, A/P Aging, etc.)
These reviews give you a deeper understanding of your financial health and help guide smarter business decisions.