Small & Midsize Business
From the first year you take a salary to the year you buy the competitor, the accounting question changes at every stage. So does the team you need answering it.
Explore this practice
Nationwide CPA firm
Fifty years of practice,run at the speed you work now.
LedgerWay handles accounting, tax, planning, advisory and assurance for growth-minded businesses and the families behind them. Everything runs securely online, with offices in five cities for the days you would rather sit down together.
- Client rating
- 4.8 out of 5 from our clients
- Response time
- One business day to hear back
One team, one relationship
You work with the same named team every single time. Nobody is rotated off your account, and nobody has to be caught up first.
- Google rating
4.8
Rated by LedgerWay clients
- Years of practice
50+
Serving small businesses
- Clients served
5,100+
Businesses and individuals
- Industries
52+
From trades to production
What we do
Five disciplines, one team, one set of numbers
Most owners end up with a bookkeeper, a tax preparer and an advisor who have never spoken to each other. Everything here sits under one roof, which is why nothing gets lost between them.
Accounting & Bookkeeping
Monthly reconciliation, clean reporting and cash flow you can read at a glance, closed on a schedule you can set your calendar by.
Tax Preparation
Business and individual returns, multi-state filings and amendments, prepared by CPAs and enrolled agents who have already seen your situation before.
Tax Planning
Entity structure, S corporation elections, quarterly estimates and deduction strategy, reviewed throughout the year while the outcome can still be changed.
Advisory
Cash flow forecasting, KPI reporting, financing readiness and growth decisions, from advisors who have already read your numbers before the call starts.
Assurance
Audits, reviews, compilations and agreed-upon procedures delivered through our licensed CPA firm, plus full representation if the IRS comes calling.
Who we work with
Two kinds of client, one standard of work
The owner building the business and the family holding the proceeds of one need different conversations. Both need the same accuracy underneath them.
Why owners move to us
The parts of an accounting relationship people actually complain about
Slow replies, a new name on every email, and advice that arrives once the year is closed. We built the practice around fixing those three things first.
01
A named team, not a queue
You work with the exact same named team every single time. Nobody is rotated off your account, and nobody has to be caught up before they can answer you.
02
A response time we commit to
One business day, or two during the peak of tax season. Written down here because you should be able to hold us to it.
03
Proactive, not reactive
We raise the issue and the opportunity when we see it, rather than mentioning it next spring when nothing can be done about it.
04
Year round, not seasonal
Planning, reporting and advice run across all twelve months. April is the consequence of that work, not the whole relationship.
05
Built around small and midsize business
We are not a national firm that takes your work when the large accounts are quiet. This is the practice, not a side of it.
06
Aligned to where you are going
Clean books and accurate filings are the floor, not the ceiling. We want to know what you are trying to build, then account for that.
The client experience
Virtual, but never vague
A modern process does not mean a faceless one. Here is exactly what happens between the first call and your first month closed, so nothing about working with us is a surprise.
01
An introductory call
We talk about where your business is, what it needs, and whether LedgerWay is the right fit. Thirty minutes, no charge, no obligation to continue.
02
A written scope and quote
Every engagement is quoted after the consultation, based on the services you actually need. You see the scope in writing before anything begins.
03
Onboarding and handover
We collect your records through a secure portal, connect to QuickBooks Online, and take the history off your hands. You upload once, not repeatedly.
04
Meet the people doing the work
You are introduced to your named team by name and role, with direct contact details. These are the people who will pick up when you call in March.
05
A rhythm you can rely on
Monthly close and reporting, quarterly planning, and access to your advisors between the meetings. The calendar is set at the start of the year.
Client results
What the work looks like once it lands
Published outcomes from businesses we work with. Figures are the ones the owners saw, and the industries are theirs.
Tax strategy that funded a 401(k)
They saved $25k annually in taxes and used that money to fund a 401k for 12 employees.
Septic company$1M revenueBookkeeping that bought back their time
They now take extended breaks, knowing exactly where they stand financially.
Photography business$700K revenueFrom gut instinct to growth
The $30k in tax savings allowed him to buy a second service vehicle and hire an additional employee.
Beer tap service$700K revenue$56K reinvested back into growth
$56K that went straight back into the business, funding the resources and equipment they needed.
Film production company$800K revenueA $500K IRS bill eliminated
That's great news, and a big relief!! Your knowledge and expertise have been very helpful.
Specialty flooring contractor
Certified at the Elite tier
Intuit Certified ProAdvisors, so your books are built by people who know the platform properly.
Platforms we implement and support
Common questions
The questions owners ask before they switch firms
If yours is not here, ask it directly. You will get an answer from a senior advisor, not a form response.
What services do you actually provide?
While you might be searching online for a traditional certified public accountant, LedgerWay has a team of CPAs, EAs and senior advisors that goes far beyond basic compliance. That means accounting and bookkeeping, business and individual tax preparation, year-round tax planning, CFO-level advisory and assurance work, delivered by one team rather than four separate vendors.
Is your team a good fit for a growing solopreneur?
Yes. We have a lot of experience working with solopreneurs who generate between $300,000 and $1 million in annual revenue. At that stage the priorities are usually clean books, an entity structure that is not costing you money, and someone who answers the telephone.
My bookkeeper is overwhelmed. Can you help a three million dollar company?
Absolutely. For growing businesses generating between $1 million and $10 million in revenue, a basic do-it-yourself setup or a simple bookkeeper is rarely enough. We take over the close, rebuild the reporting so it can be trusted, and add planning and advisory alongside it.
My business makes over $5 million and I am applying for financing. What support do you offer?
When the stakes get higher, you need a financial team that can keep up. That means cash flow forecasting, KPI reporting, and statements and projections prepared to the standard a lender or investor expects to receive, with a senior advisor in the room when you present them.
Can you help me lower my tax bill instead of just filing my returns in April?
Yes. We go far beyond basic tax preparation. Entity structure, S corporation elections, owner compensation, depreciation timing and quarterly estimates are reviewed throughout the year, while the outcome can still be changed. By April the number is already decided.
Do I get a dedicated person, or am I passed around every time I call?
You will work with the exact same named team every single time. You are introduced to them by name and role during onboarding, and they stay with your account rather than rotating between clients.
My current preparer takes weeks to reply. How fast do you respond?
We guarantee a response within one business day, or within two business days during the peak of tax season. That commitment covers your whole team, not just your main point of contact.
Can you work with my business remotely, or do I need to be near an office?
We support small businesses across the entire United States. Everything runs securely online, from onboarding through to signature, and we also have offices in Atlanta, Austin, Houston, Los Angeles and Tampa if you would rather sit down together.
Next step
Start with a conversation, not a contract
Thirty minutes to talk about where your business is, what it needs, and whether LedgerWay is the right fit. Every engagement is quoted after that call.