LGE Logistics & Financial Services

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Who are we

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

Our mission is to take the stress out of financial management so you can focus on what matters most—growing your business
Helping clients in the logistics and transportation sector streamline their operations and improve delivery performance.
At LGE Logistics & Financial Services, we see ourselves as more than a service provider—we’re a financial partner committed to helping you succeed. Let us take care of your numbers, so you can take care of your business.

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
  • A/R (Accounts Receivable) reconciliation
  • 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.

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Years of Experience

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Books Cleaned

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Businesses Supported

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Satisfied Customers

Are you ready to take your business to the next level?

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