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. 

LET’S GET STARTED →
Hero Business Automation Desktop
You change the world, we'll handle the books.

 

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. 

LET'S GET STARTED→
Features

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.

01 Business Automation Desktop
02 Business Automation Desktop

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.

 

03 Business Automation Desktop
04 Business Automation Desktop

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.

Features

What's Under The Hood Of Your Business?

 

01 Business Automation Mobile

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.

02 Business Automation Mobile

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. 

  
 
03 Business Automation Mobile

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.

 

04 Business Automation Mobile

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.

The LedgerFi Difference

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. 

Testimonials

Don't take our word for it

See what other small businesses have to say about LedgerFi

Get Started
greetings-from

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
Black_Logo_2020-04-29-01_220x@2xdrip

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
ika-circle-min

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
Pricing

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. 

  • Checkmark Dedicated bookkeeper
  • Checkmark Quarterly Bank Reconciliations
  • Checkmark Quarterly Coaching Meetings
  • Checkmark Basic Chart of Accounts
  • Checkmark Tax Time Financials
  • Checkmark Quarterly estimated tax reporting
GET STARTED
Most popular

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

  • Checkmark Dedicated bookkeeper
  • Checkmark Monthly Bank Reconciliations
  • Checkmark Monthly Coaching Meetings
  • Checkmark Custom Chart Of Accounts
  • Checkmark Tax savings analytics
  • Checkmark Sales & Product Reporting
GET STARTED

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.

  • Checkmark Everything in Optimize
  • Checkmark Scenario planning
  • Checkmark Revenue projections
  • Checkmark Monthly profitability analysis
  • Checkmark Inventory tracking
  • Checkmark Budget variance analysis
  • Checkmark KPI & metric tracking
  • Checkmark Affair monitoring
GET STARTED
Get Started

Talk to A Small Business Advisor Today
Get Started

Talk to A Small Business Advisor Today

Call a Small Business Advisor