We set out to solve the problem with the bookkeeping industry.

LedgerFi was founded by tax professionals with a passion for small businesses. Our goal is to support, empower and grow your small business through expert advice and coaching.

GET STARTED
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006-About-V2-01-1

We set out to solve the problem with the bookkeeping industry.

LedgerFi was founded by tax professionals with a passion for small businesses. Our goal is to support, empower and grow your small business through expert advice and coaching.

GET STARTED
ABOUT LEDGERFI

A Radical New Approach to Small Business Financial Services.

LedgerFi was born out of a single idea: what if small businesses could enjoy the same level of financial support and assistance as a bigger business, without the exorbitant cost and confusing jargon. We’re not an accounting firm. We’re not a bookkeeping-in-a-box tech package. We’re the finance expert you’ve always wanted on your team, offering financial services, advice and guidance every step of the way. 

 

You need more than just a bookkeeper. You need LedgerFi.

You need more than just someone to label transactions, you need support, guidance and someone to ask questions to. That’s why at LedgerFi, every bookkeeper is a licensed tax professional. So the support you need is just a phone call away.

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018-Bookkeeping-V2-01cropped

You need more than just a bookkeeper. You need LedgerFi.

You need more than just someone to label transactions, you need support, guidance and someone to ask questions to. That’s why at LedgerFi, every bookkeeper is a licensed tax professional. So the support you need is just a phone call away.

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You own your data. 

We’re not a tech firm and we don’t want to hold your QBO hostage. Your data remains where it belongs - with you. If you want to change software programs, you can. Your data will go wherever you do.

TESTIMONIALS

Don't take our word for it.

See what other small businesses have to say about LedgerFi

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They really took the time to understand what I do and the hiccups in my business processes, LedgerFi has been able to provide me with a game plan to track the metrics that matter so I can make informed decisions to grow my business. Aside from bookkeeping, working with a LedgerFi tax coach has been invaluable. It's such a relief having someone I can ask all my tax questions. I can't recommend them enough!

- Zipporah Burman, Greetings From Studios
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You might imagine a first year in business is pretty difficult when you have to learn all the basic accounting principles by yourself, but after they looked at the mess I've made over the last year, LedgerFi was able to help me get me organized, working with the right service providers and at a place where I can clearly see my expenses and income. Can't stop saying good things about them!

- Or Reznichky, Dripdash
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Ledger Fi has come through for me big time - to say that this is a bookkeeping/tax firm is underselling what they really do! For an affordable price, I have gained professional and attentive assistance in those areas AND they have helped me to find solutions to complex issues, recommended technology for streamlining processes, and have gone out of their way to ensure that I understand everything.

- Lauren Krieg, Iris Krieg & Associates
WANT TO WORK WITH LEDGERFI

Let's Work Together

We’re in business to help businesses like yours. Whether your books are in great shape or on life support, we can help you devise a strategy to cut costs, catch up, or a bookkeeping system that will help you track the metrics that matter for your business (and what to do with them!). Get in touch for a free consultation with one of our experts to find out more.