We'll Build Your Business Blueprint.
You didn't build a business to spend all day running to the bank, dealing with payroll issues and stressing over tax filings. Let LedgerFi automate the small stuff so you can focus on the things that matter.
We'll Build Your Business Blueprint.
You didn't build a business to spend all day running to the bank, dealing with payroll issues and stressing over tax filings. Let LedgerFi automate the small stuff so you can focus on the things that matter.
What's Under The Hood Of Your Business?
We Take The Time To Get To Know Your Business
Are you spending too much on fees? Paying for a CRM you never use? We learn exactly how you want things to work on the ground so we can set you up with the right tools to save you time and make sure the finances work smoothly.
Find Your Perfect Process
Once we’ve identified areas to improve, LedgerFi gets to work with a growing network of partners (including payment platforms, payroll companies, billing software, CRMs) to find the best possible rates and tools for your business. When you work with LedgerFi we receive specialized pricing and support from our partners as well.
Expert Implementation & Automation
LedgerFi will automate the repetitive tasks and processes that shouldn’t take up your time. We’ll take care of the implementation from start to finish and make sure all your services talk to each other; you reap the benefits.
You Own Your Data
We're tech experts but we don't force you on to a proprietary platform or to use any specific providers. We recommend software based on your needs but we're happy to use the tried and true software you already use and make it work better for you.
We aren't interested in stealing your data or holding it hostage. You're the Master Admin on your accounts and you can leave at any time knowing your data is always yours.
What's Under The Hood Of Your Business?
We Take The Time To Get To Know Your Business
Are you spending too much on fees? Paying for a CRM you never use? We learn exactly how you want things to work on the ground so we can set you up with the right tools to save you time and make sure the finances work smoothly.
Find Your Perfect Process
Once we’ve identified areas to improve, LedgerFi gets to work with a growing network of partners (including payment platforms, payroll companies, billing software, CRMs) to find the best possible rates and tools for your business. When you work with LedgerFi we receive specialized pricing and support from our partners as well.
Expert Implementation & Automation
LedgerFi will automate the repetitive tasks and processes that shouldn’t take up your time. We’ll take care of the implementation from start to finish and make sure all your services talk to each other; you reap the benefits.
You Own Your Data
We're tech experts but we don't force you on to a proprietary platform or to use any specific providers. We recommend software based on your needs but we're happy to use the tried and true software you already use and make it work better for you.
We aren't interested in stealing your data or holding it hostage. You're the Master Admin on your accounts and you can leave at any time knowing your data is always yours.
Why Choose LedgerFi?
We're licensed professionals.
Every bookkeeper at LedgerFi is a licensed tax professional. Your dedicated bookkeeper is U.S. based and available to you whenever you need help.
You'll know your dedicated advisor by name and have their direct phone number and email. No 800 numbers, no long wait times, and no automated systems.
We're tech experts.
We're tech experts but we don't force you on to a proprietary platform. We work in the tried and true software you already use and make it work better for you.
We aren't interested in stealing your data or holding it hostage. You're the Master Admin on your accounts and you can leave at any time knowing your data is always yours.
We focus on growth.
Your books should tell the story of your business and identify strengths and weaknesses. Most importantly, they should identify waste and uncover opportunities for growth.
At LedgerFi, our reports are all about you and the questions you want answered to make the right decisions in real time.
Don't take our word for it
See what other small businesses have to say about LedgerFi
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
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
Priced To Meet Your Business Needs
Handle
$299/mo
Starting price for companies with under $25,000 of expenditures.
Set the foundation for your business's financial success with our basic white-glove bookkeeping service.
- Dedicated bookkeeper
- Quarterly Bank Reconciliations
- Quarterly Coaching Meetings
- Basic Chart of Accounts
- Tax Time Financials
- Quarterly estimated tax reporting
Optimize
$449/mo
Starting price for companies with under $25,000 of expenditures.
Position your business for success and meet your financial goals with our most popular bookkeeping plan
- Dedicated bookkeeper
- Monthly Bank Reconciliations
- Monthly Coaching Meetings
- Custom Chart Of Accounts
- Tax savings analytics
- Sales & Product Reporting
Grow
Custom Pricing
Our most comprehensive plan for businesses on an aggressive growth path
Get in touch with one of our small business experts for a custom quote.
- Everything in Optimize
- Scenario planning
- Revenue projections
- Monthly profitability analysis
- Inventory tracking
- Budget variance analysis
- KPI & metric tracking
- Affair monitoring