Let's Talk About
Where You’re Headed

Yes. The consultation is free, and there's no cost to find out whether LedgerWay is the right fit for your business.

You'll meet with a member of the LedgerWay sales team. The call is a chance to share where your business is today and where you want it to go, and ask questions. Our team will guide you through which services make sense and help match you with the best CPA, EA and/or accounting team for your situation.

Consultations are usually held by video. If you'd rather talk by phone, just let us know and we'll set it up that way.

Businesses that submit a form will be directed our calendar to schedule a call. If you do not schedule a call, we will contact you to learn more about your situation and needs. Individuals who fill in our form will get an email follow-up from our team. While we work with plenty of individuals, we can offer more value to people with more complex situations.

No. Booking a consultation doesn't commit you to anything.

Pricing varies widely based on your complexity and needs. You can review our pricing page to see some starting pricing. On the call we will ask for the information we need to create an accurate quote.

LedgerWay uses flat-fee pricing, billed monthly. You know what you're paying before work begins, so you can plan for it like any other fixed cost. As your business grows and your needs change, we can scale with you. And if one-off needs arise, you can add that on too.

LedgerWay engagements are typically one-year agreements. To cancel, you provide 30 days' written notice. You can review the full terms and conditions before you sign up.

You're not too far behind to get help. LedgerWay regularly takes on business owners with years of accounting left undone and years of unfiled taxes. Your team gets the books caught up, files past-due returns, and then sets up a process so you stay current. Catch-up bookkeeping is quoted separately on a project basis.

At LedgerWay, every return is handled by a licensed CPA or Enrolled Agent. That matters most when your situation is complex, when the IRS has questions, or when you need advice beyond what a form can tell you.

For most small business audits, a CPA or Enrolled Agent is exactly what you need. LedgerWay's team is authorized to represent you before the IRS and will advise if a tax attorney is warranted.

LedgerWay was founded in January 2022 and now serves more than 5,100 active clients in 48 states. Since LedgerWay has acquired several CPA firms, many of our staff and clients have been with us for decades.

Your team includes licensed CPAs and Enrolled Agents. Some LedgerWay CPAs bring five decades of individual experience, so you get deep expertise backed by modern tools and a firm that moves fast.

LedgerWay was built for small businesses and entrepreneurs, from solopreneurs to growing teams with up to $10M in revenue. Individuals are welcome too, including those with rental properties or side businesses. If your finances are getting more complex than software can handle, you're a good fit.

Real estate investors & property owenrs, professional services firms and home service business owners are among LedgerWay's largest client groups. The team also works closely with ecommerce businesses, consulting firms and agencies, oil and gas, and health practices like med spas and therapy offices. With thousands of clients, and clients across the US, there's a good chance we work with a business like yours.

Yes. LedgerWay works with clients in any U.S. state and has active clients in 48 states and territories like Puerto Rico and USVI. If you earn income, own property, or have employees in more than one state, your team will handle each state's filing requirements.

It depends on your situation. Most LedgerWay clients have at least $300,000 in annual revenue or income, and many fall between $1M and $10M. Complexity matters more than size, when it comes to value and ROI. Some strategies, like electing S corp status, can start paying off at around $150,000 in revenue.

Yes. LedgerWay helps clients with back taxes, notices, and audits already underway. In one case, a client came to LedgerWay facing about $1.3 million in penalties and interest after missed filings under prior leadership. After months of review and work with the IRS, that balance came down by roughly $500,000.

Switching is simpler than most people expect. To get started, you connect your QuickBooks or other accounting software and share your last couple of years of tax returns. Your team will then request any other documents your situation calls for, and meet with you to get started.

No. We can prepare and file past-due tax returns.

Yes. Every client gets a named team they know, and that team stays consistent. You won't have to re-explain your business to a new person each time you reach out.

You'll get a real response within two business days. That's a standard the whole firm is built around, because questions about hiring, deals, or a tax notice can't wait weeks for an answer.

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.