One team for accounting, tax, and advisory
For growth-minded small business owners who want to make smarter decisions and keep more of what they earn.
Schedule a Consultation
Tax Preparation
- Individual and business tax returns
- Multi-state filing
- S-corp, partnership, and LLC returns
- Prior year and amended returns
Tax Planning & Strategy
- S-corp election and entity structure
- Quarterly estimated tax planning
- Deduction and credit optimization
- Year-end tax strategy
Bookkeeping & Accounting
- Monthly bookkeeping and reconciliation
- Financial reporting
- Cash flow tracking
- Payroll coordination
- Accounts payable and receivable
CFO Advisory
- Cash flow forecasting
- Growth and hiring decisions
- Financing and loan readiness
- KPI tracking and financial modeling
IRS Audit Representation
- Audit response and representation
- IRS correspondence management
- Penalty abatement support
- Audit protection coverage
Small Business Growth
- Access to funding partners
- Guidance on buying a business
- Tech stack recommendations, recs, and discounts
- QuickBooks, Gusto, Ramp, and Brightwell integrations
Built for Small Businesses On Their Way Up
We work with solopreneurs to multi-entity business owners who are serious about what comes next.
$300K-$1M
solopreneur or side-hustler
Revenue is growing. Tax complexity is growing with it. You need someone who can keep up and keep you compliant.
$1M-$5M
growing business
You have a real operation and financial decisions that matter. You need accurate books, a proactive tax strategy, and someone who can help you think through what comes next.
$5M+
established business
Applying for financing. Adding a location. Bringing on a partner. The stakes are higher and you need a financial team that can keep up when the decisions get bigger.
What Our Clients
Are Saying
One Team Focused on your Success.
LedgerWay is one team working toward your goals. Tax, accounting, and advisory all aligned, so you get clear numbers, a proactive strategy, and a partner who's truly invested in your growth.
Find a CPA Near You
Serving Clients Coast to Coast, we offer services locally where we have offices
and virtually across the US.
The LedgerWay Difference
Most CPAs and tax software were built to maximize their revenue. We’re built around what actually matters to your business, not what’s easiest for ours.
Proactive communication
We flag opportunities and issues before you have to ask us about them.
1 business day responses
We’ll respond promptly to your inquiry. 2 days during tax season
Small business obsessed
From your first complex tax year to CFO-level guidance and getting funded.
Same team every time
Work with a named team, not someone new every year.
Year-long support
Tax strategy, cash flow planning, opportunity spotting whenever it’s needed.
Your goals are our goals
More revenue, better cash flow, more time off, we work for your dreams.
Ready to have a real financial partner?
Schedule a consultation to get a custom quote for the services you need. We will talk about where your business is, what it needs, and whether LedgerWay is the right fit.
Frequently Asked Questions (FAQs)
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. We provide comprehensive tax preparation, accurate bookkeeping, proactive tax strategy, and chief financial officer advisory services to help you make smarter decisions and grow with confidence.
Yes. We have a lot of experience working with solopreneurs who generate between $300,000 and $1 million in annual revenue. If your side hustle has turned into a serious operation and your tax complexity is growing with it, we make sure you stay completely compliant and stop leaving money on the table.
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. Our team provides accurate monthly financial reporting, a proactive tax strategy, and the expert guidance you need to confidently think through what comes next.
When the stakes get higher, you need a financial team that can keep up. We support business owners making big moves by preparing lender-ready financials, forecasting your cash flow, tracking key performance indicators, and providing guidance on buying a business or adding new locations.
Yes. We go far beyond basic tax preparation. Our team provides proactive tax planning, which includes helping you structure S corporation elections, optimizing your business deductions, and creating year-end tax strategies so you keep much more of the money you earn.
You will work with the exact same-named team every single time. We believe in building a real partnership that scales with you. Your dedicated team handles your books, your taxes, and your financial strategy so nothing ever gets lost in translation.
We guarantee a response within 1 business day, or within 2 business days during the peak of tax season. We know that waiting for financial answers slows your business momentum, so we prioritize staying highly responsive and accessible year-round.
We provide full Internal Revenue Service audit representation and coverage. If you receive an audit notice, our team manages all correspondence, provides audit response support, and assists with penalty abatement, so you never have to face the agency alone. We also provide access to an IRS Audit protection plan that can cover up to $1 million in audit defense services for our tax clients.
Yes. As part of our small business growth support, we provide full technology stack recommendations. We help you integrate and optimize platforms like QuickBooks, Gusto, Ramp, and Brightwell, and we even offer exclusive software discounts directly to our clients.
We support small businesses across the entire United States. Whether you want to meet in person at one of our local offices in Atlanta, Austin, Houston, Los Angeles, Tampa, or Torrance, or you prefer to work completely virtually, you receive the exact same level of trusted, expert support.