About
More than your accountant
Ledger & Co. was built on a simple idea: an accountant should help you make money, not just report it. For 15+ years we have paired every client with a dedicated CPA and a tax strategy tuned to their goals.
Today we serve over 500 businesses and individuals, with an average of $2.4M in tax savings identified across our client base. Every engagement includes access to our client portal and real-time financial dashboards.
How we work with you
We start every relationship with a full review of your last two years of returns and your current books. That review usually surfaces missed deductions and credits before we file a single new form.
What you can expect
- A dedicated CPA who knows your business, not a rotating call center
- A written tax plan updated each quarter, not just at year end
- A client portal with live dashboards for revenue, cash flow, and tax liability
- Flat, predictable pricing agreed up front, no surprise hourly bills