Do You Need a CPA Firm in Tampa? 

Most small businesses have a CPA who files the return and checks in once a year. LedgerWay is a proactive financial partner supporting your business growth year-round. 

Do You Need a CPA Firm in Tampa? 

Most small businesses have a CPA who files the return and checks in once a year. LedgerWay is a proactive financial partner supporting your business growth year-round. 

4.8
Google Reviews
Dave Ramsey
Trusted Partner
50+ years
Serving Small Businesses
5100+
Active Clients

Built for Growth-Minded Businesses  Ready for What's Next

  • Your taxes got more complicated

    A side income, a new entity, a rental property, and suddenly, tax software doesn’t feel like enough.

  • You’ve outgrown DIY

    You need current, accurate financials to understand where your business stands every month.

  • You need clean books for financing

    A loan, a line of credit, or an investor conversation is coming, and your financials need to be ready.

  • Your CPA isn’t cutting it

    Slow responses, no proactive advice, and never hearing from them until April.

How We Help Businesses Like Yours

Your accounting, taxes, and financial strategy shouldn’t live in silos.
We bring them together to support smarter growth. 

Tax Preparation and Strategy

Tax Preparation and Strategy

  • Business and individual returns
  • Entity formation and structure
  • Owner compensation
  • Quarterly estimates
  • FL and multi-state filings
  • Rental property returns
Tampa tax services
Bookkeeping and Accounting

Bookkeeping and Accounting

  • Monthly reconciliation and reporting
  • Accounts payable and receivable
  • Payroll recording
  • Balance sheet and P&L
  • General ledger maintenance
Tampa accounting services
CFO Advisory

CFO Advisory

  • Monthly financial reporting
  • Cash flow forecasting
  • Budgeting planning
  • Growth and hiring decision support
  • Lending preparation
Tampa CFO advisory

We Know Your Industry

We work with all types of businesses in Tampa. Here’s who we most often help:

Agency owner Professional services business owner

Professional Services

If your business runs on expertise and client relationships, we understand your margins, your billing structure, and your tax exposure.

  • Marketing and creative agencies
  • Law firms
  • Financial services
  • Management consultants
  • IT Firms
  • Staffing firms
HVAC project manager Home services professional

Home Services

You built the business. We'll make sure the books, the taxes, and your entity structure support your cash flow.

  • HVAC project manager
  • Groundskeeper
  • Custodial work
  • Sanitation technician
Salon manager Brick and mortar professional

Brick & Mortar

Running a physical location means managing inventory, payroll, and overhead while staying focused on the customer. We handle the numbers so you can handle the business.

  • Gym owner/coach
  • Inventory clerk
  • Salon manager
  • Wellness studios
Aviation manager Nice specialties professional

Nice Specialties

We've seen it all after serving tens of thousands of clients for 50 years. If your business doesn't fit a standard category, that's ok. You're in good company.

  • Aviation manager
  • Irrigation specialist
  • Tap line cleaner
  • Grounds maintenance director
  • Event photographer

Our Tampa Team

Meet our team of experienced professionals committed to delivering accurate, strategic accounting and tax support to businesses and individuals across the Tampa community.

Vanessa Sanchez, Administrative Assistant Vanessa Sanchez
Rosana Morris, Accountant Rosana Morris
Kali Dolan, Senior Accountant Kali Dolan
Jessica Sanchez, Administrative Assistant Jessica Sanchez

Ready to have a real financial partner?

LedgerWay serves small businesses and entrepreneurs across the Tampa Bay area.
If you're looking for a CPA firm in Tampa that stays in your corner year-round, let's talk. 

Frequently Asked Questions (FAQs)

We offer tax preparation, tax strategy, accurate bookkeeping, and chief financial officer advisory services. Whether you need monthly financial reporting or preparation for a business loan, our team of accountants supports your growth all year long.

We primarily work with service-based businesses and entrepreneurs generating between $300,000 and $10 million in annual revenue. This includes business-to-business agencies, real estate investors, health and wellness practices, and home service contractors across Tampa.

If your accountant only reaches out during tax season, that is a transaction, not a partnership. Every LedgerWay client works with a dedicated, named team. We are responsive and never ghost you. We handle your taxes, bookkeeping, and financial strategy all in one place, so nothing gets lost and you keep more of what you earn.

You can choose what works best for you. Many of our local clients prefer working fully remotely through our secure client portal. If you prefer to meet face-to-face, our Tampa office is always available. The high level of service is the same either way.

Yes. While the lack of a state income tax simplifies one layer of your finances, federal tax planning is absolutely a year-round effort. We help you navigate complex decisions such as S corporation elections, quarterly estimated payments, and owner compensation, so you are never scrambling or caught off guard when tax deadlines arrive.

Yes, disorganized records are among the most common situations we encounter. If your books are behind or have not been touched in months, we will get them cleaned up and current. Then, we start on reliable monthly accounting services so your numbers are always ready for your next big business decision.

Yes. We regularly help medical spas, therapy practices, and health service businesses manage their payroll, structure owner compensation, and handle the specific compliance hurdles that come with scaling a healthcare practice.

Absolutely. We work closely with real estate investors, landlords, and agents. We help you confidently navigate property depreciation, passive activity rules, and the advanced tax strategies required to build a profitable property portfolio in the Tampa Bay market.

Our advisory service is built for business owners who want to grow smarter. Instead of just looking backward at past numbers, we help you forecast your cash flow, plan your budget, and provide the exact data you need to confidently make big hiring or expansion decisions. Our advisory services also cover entity structure and tax strategies to reduce your tax burden.

Yes. We regularly partner with general contractors, electricians, and trades businesses. We help you manage job costing, handle fluctuating payroll, and set up the right entity structures so your profit margins stay intact even as your business expands.

Scroll to Top