Industries
Fifty-two industries, and two very different conversations
We work with owner-led businesses from the first year they take a salary through to the year they buy a competitor, and with the individuals and families whose personal position has become as involved as a business return.
Services most used here
Practice one
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.
We have worked across more than fifty-two industries: trades and field service, professional services, production, hospitality, retail, healthcare, construction and the long tail of specialist businesses that do not fit a category. What they share is an owner who is closer to the work than to the numbers.
Our job is to close the distance. Reliable monthly reporting, an entity structure that fits the revenue you are doing now, planning that happens while it can still change the outcome, and a senior advisor who has read your file before the call starts.
Reporting you can act on
A close that lands on schedule every month, with statements that read the same way each time and a note explaining what moved.
A structure that stops leaking
The right entity, a defensible owner salary and a distribution strategy that does not create a problem in the following year.
Capital when you need it
Forecasts, projections and supporting schedules ready before the lender asks, not assembled in a panic afterwards.
One team, not four vendors
Bookkeeping, tax, planning and advisory under one roof, so nothing is lost in the handover between them.
By stage
What changes as the revenue grows
The right level of support at $400,000 is the wrong level at $4 million. These are the three stages we see most often.
$300K to $1M
Solopreneurs and owner-operators
You are doing the work and the admin. The priority is clean books, an entity that is not costing you money, and someone who answers.
$1M to $5M
Growing businesses
A basic setup or a single bookkeeper is rarely enough at this point. Planning has to run alongside the reporting, every quarter.
$5M and above
Established operators
Financing, acquisitions and third-party reporting raise the stakes. You need a financial team that can keep up with them.
Services most used here
Practice two
High Net Worth Individuals
When income arrives from several directions at once, the personal return stops being personal admin and becomes the most complicated filing you make all year.
Ownership interests, K-1s from entities you do not control, property in more than one state, equity compensation, investment income and charitable commitments rarely arrive on a single tidy schedule. Coordinating them is the work, and it is the part most preparers treat as data entry.
We take the whole picture: your businesses, your personal filing, your residency position and the timing of what you are planning next. Then we sit alongside your attorney and your wealth advisor rather than in a separate conversation, so nobody is optimising one corner at the expense of another.
Every entity reconciled
Business returns, K-1s and your personal filing prepared together so the figures agree with each other before anything is submitted.
Residency and multi-state
Where you are taxed, why, and what the position needs to look like if you spend the year in more than one place.
Timing and estimates
Withholding and quarterly payments set against a real forecast, so a strong year does not arrive with a penalty attached.
Discretion as standard
A small named team, secure exchange of documents, and no part of your file circulating further than it needs to.
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
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.