CPA · Tax · Advisory

Numbers that drive growth

Full-service accounting, tax planning, and financial advisory for businesses and individuals who want more than compliance. They want a strategy.

Schedule Free Consultation Our Services

500+ clients served$2.4M avg. tax savings15+ years

Client Dashboard Preview

Revenue YTD

$1.2M

+18% vs last year

Tax Liability

$84K

$23K saved

Cash Flow

$340K

Healthy

Next Deadline

Apr 15

Q1 Estimated

What We Do

Our Services

Financial services for businesses of all sizes.

Tax Planning & Prep

Proactive tax strategy, quarterly estimates, and annual filing for individuals, businesses, and trusts. Year-round support.

Bookkeeping

Monthly reconciliation, financial statements, accounts payable and receivable. Clean books, always audit-ready.

CFO Advisory

Fractional CFO services for growing businesses. Cash flow forecasting, KPI dashboards, and strategic financial planning.

Audit & Assurance

Financial statement audits, reviews, and compilations for businesses, nonprofits, and regulatory compliance.

Payroll Services

Full payroll processing, tax filings, W-2s and 1099s, and benefits administration. Compliance handled.

Business Advisory

Entity structuring, succession planning, M&A support, and strategic consulting for business owners.

Why Ledger & Co.

More than your accountant

We are not here to file your taxes and disappear. We help you build wealth, reduce risk, and make confident financial decisions all year, not just in April.

Every client gets a dedicated CPA, a custom tax strategy, and access to our client portal with real-time financial dashboards.

500+

Clients

$2.4M

Avg. savings

15+

Years

Learn More

Your Advisors

Our Team

CPAs, tax strategists, and financial advisors who speak your language.

Rachel Kim, CPA

Managing Partner

20 years, former Big 4. Specializes in tech startups and high-net-worth individuals.

David Chen, CPA

Tax Director

Multi-state tax specialist and R&D credit expert. Saved clients over $8M in tax credits.

Maria Santos

CFO Advisory Lead

Former CFO at two SaaS companies. Builds financial models and KPI dashboards.

James Wright, CPA

Audit Manager

Nonprofit and government audit specialist. GAAP and GASB compliance expert.

Client Reviews

What clients say

Real feedback from real clients.

Rachel and her team saved us $180K in taxes our first year by restructuring our entity and building an R&D credit strategy. That is strategy, not just bookkeeping.

Mark T. CEO, SaaS Startup · 45 employees

Switching from our old firm to Ledger was the best business decision of 2024. The real-time dashboard alone is worth the fee. I finally understand my numbers.

Amanda K. Owner, E-commerce Brand

A fractional CFO from Ledger let us skip a $200K hire and still get strategic financial guidance. Maria presents to our board quarterly and they trust her.

Jason R. Founder, Series A Startup