Accounting & Advisory Since 1985

Precision. Partnership. Peace of mind.

Tax planning, audit, bookkeeping, and business advisory. We help you make informed decisions and stay compliant.

Schedule a Call Our Services

Certifications & affiliations

CPA

AICPA

QuickBooks ProAdvisor

Sage

Xero

What We Offer

Comprehensive services

From tax preparation to CFO-level advisory, we have you covered.

Tax Planning & Preparation

Strategic tax planning and compliance for individuals and businesses. Maximize savings, minimize risk.

Audit & Assurance

Independent audits, reviews, and compilations. Trusted by lenders, investors, and boards.

Bookkeeping & Payroll

Accurate financial records and timely payroll. Outsourced or co-sourced to fit your needs.

Business Advisory

CFO-level guidance on growth, mergers, and operational excellence.

Estate & Trust Planning

Estate planning, trust administration, and wealth transfer strategies.

Forensic Accounting

Fraud investigation, litigation support, and dispute resolution.

QuickBooks & Software

Setup, training, and ongoing support for accounting software.

Nonprofit & Government

Specialized expertise for 501(c)(3), government, and grant-funded entities.

Process

Our approach

Assess

We review your current financial situation, goals, and pain points.

Plan

A customized roadmap with clear deliverables and timelines.

Execute

Our team implements solutions with precision and care.

Review

Ongoing monitoring and adjustments to ensure continued success.

Specialties

Industry expertise

Manufacturing

Cost accounting, inventory, and supply chain finance.

Professional Services

Law firms, medical practices, and consulting.

Real Estate

Development, property management, and syndication.

Technology

Startups, SaaS, and venture-backed companies.

Ledger & Co. has been our accounting partner for 15 years. They know our business inside and out. When we had an IRS audit, they handled it flawlessly.

Susan Blake CFO, Manufacturing Solutions Inc.

FAQ

Frequently asked questions

What industries do you specialize in?

We serve manufacturing, professional services, real estate, technology, nonprofits, and more. Our team has deep industry expertise across these sectors.

Do you offer remote or virtual services?

Yes. We offer fully remote engagement options including cloud-based bookkeeping, virtual CFO services, and video consultations.

How do your fees work?

We offer fixed-fee engagements for predictable budgeting, as well as hourly and retainer arrangements. Every proposal is customized to your needs.

What is your typical response time?

We respond to all inquiries within one business day. For urgent matters, we have an on-call system for existing clients.

Can you help with IRS or state tax issues?

Absolutely. We represent clients in audits, appeals, and collections. Our team includes former IRS agents and state auditors.

Do you work with startups and small businesses?

Yes. We scale our services to fit businesses of all sizes, from sole proprietors to mid-market companies.

Ready to simplify your finances?

Schedule a free consultation. We will discuss your needs and outline how we can help.

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