We help small business owners stay on top of their finances.
LedgerFi was founded by accounting and tax professionals from a variety of backgrounds that were tired of seeing small and medium-sized businesses get the short end of the stick. We found that if small business owners took a closer look at their financials and had access to the data they needed they would be able to make the decisions that would help them grow and reach their full potential.
We're proudly not a tech company.
We're a group of financial professionals with diverse backgrounds who are passionate about helping small businesses succeed.
That means you're not getting AI or a computer doing your books. You'll know your dedicated bookkeeper by name, whose passion is getting to transform small businesses and helping them reach their full potential.
We're tax experts.
While we are incredible at bookkeeping, every single member of our team has a background in tax, so you can be sure that they will always be looking out for strategies to help you strategize and make the best decisions to lower your tax bill.
We're all about your goals.
We're real people with small business experience, which means our service isn't like a factory. Every part of it is designed around your business and your needs. We'll work with you to set goals and help you reach them.
Small Businesses ❤️ LedgerFi
LedgerFi is always there for me when it comes to my business finances. Whether it's advice on how to save on my taxes, or assist with how to do the books. Getting information to and from them is easy and convenient, and they are incredibly responsive and speak in plain English. Can't recommend them enough!
Loved working with LedgerFi this past year to file my taxes. This was my first year filing as a business and they made the process so simple and even a bit of a joy! I don't think I have ever been that calm around tax season. I highly recommend their services!
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 more than 2X returns from what I expected!