Let's Talk About Where You’re Headed
If you're ready for tax
and accounting
partner that’s focused
on helping you get
where you’re going,
you’re in the right
place. Schedule a
consultation to get
started.
What To Expect
A 15 to 30-minute call with
someone on our team, depending on
the complexity of your needs. We’ll cover:
-
Where your business is at and where you need support
-
Which services make sense for your situation
-
What working with LedgerWay looks like and what it costs
Ready to have a real financial
partner for your business?
Get a custom quote for the services you need or start with a free consultation about where your
business is, what it needs, and whether LedgerWay is the right fit.
Frequently Asked Questions (FAQs)
We act as your year-round tax and accounting partner. During our consultation, we will discuss how our team focuses on where you are going and provides proactive strategy all year long, rather than just reaching out when it is time to file.
We are not a licensed CPA firm. Ledgerway is a dedicated team of accountants who go beyond traditional historical reporting to act as your complete financial partner. We focus on the big picture by helping you optimize your technology, manage your financials, and scale effectively.
Yes. Ledgerway specifically focuses on supporting large firms and scaling operations. On our call, we will ask about where your business is currently at to ensure our expertise strongly aligns with your industry and operational size.
We value total transparency. One of the main goals of the 15 to 30-minute consultation is to understand which services make sense for your situation. That way, we can give you a clear, upfront picture of what working with Ledgerway looks like and exactly what it costs.
You will always know exactly who you are working with. Our introductory call helps us understand the complexity of your needs so we can align you with the right team of accountants. You will always have direct communication and clear support.
We know that waiting on financial answers slows down your momentum. On our call, we will outline our communication standards so you always know exactly when to expect a response.
Absolutely. Many businesses come to us because they are tired of just looking at the past and want more proactive advice. During the call, we will discuss which forward-looking tax and accounting services make sense for your situation so you are not leaving money on the table.
Yes. Depending on the complexity of your needs, we offer comprehensive support. We will discuss exactly which services best fit your firm, from daily bookkeeping to optimizing software like QuickBooks or Gusto.
You do not need to bring perfectly organized financial statements to the first meeting. Just bring a clear picture of where your business is at right now, what your goals are, and where you feel you need the most support.
That is exactly what the consultation is for! After our brief chat, you will leave with a clear sense of whether our team of accountants is the right fit to help you get where you are going, and we will too.