Serving businesses nationwide, with offices in Atlanta, Austin, Houston, Los Angeles, Tampa.
Services
Bookkeeping that closes on time, returns that hold up, planning that happens while it still matters, advisory when the decisions get larger, and assurance for the moments a third party is reading your numbers.
01
Books you can actually make decisions from
Monthly reconciliation, clean reporting and cash flow you can read at a glance, closed on a schedule you can set your calendar by.
02
Filed accurately, filed on time, filed without drama
Business and individual returns, multi-state filings and amendments, prepared by CPAs and enrolled agents who have already seen your situation before.
03
The work that decides your bill happens long before April
Entity structure, S corporation elections, quarterly estimates and deduction strategy, reviewed throughout the year while the outcome can still be changed.
04
CFO-level judgement, at the scale you actually need it
Cash flow forecasting, KPI reporting, financing readiness and growth decisions, from advisors who have already read your numbers before the call starts.
05
Independent work, for the moments someone else is reading your numbers
Audits, reviews, compilations and agreed-upon procedures delivered through our licensed CPA firm, plus full representation if the IRS comes calling.
How they fit together
When bookkeeping, tax and advisory sit in three different firms, somebody has to carry information between them, and that somebody is always the owner. The planning conversation happens without the current numbers. The return gets prepared from books nobody has questioned.
Here, the team that closes your month is the team that plans your year and prepares your return. An anomaly found in a September reconciliation becomes a planning conversation in October and a position on the return in March, without anyone re-explaining the business.
One team. One set of numbers. One point of contact who already knows what you are trying to build.
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
Next step
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.