Cleaner books, sharper numbers, a senior accountant behind every report.

Our sweet spot is $500K to $10M in annual revenue, with 3–25+ employees. We work across professional services (law, IT, marketing, consulting), e-commerce, construction, healthcare, and real estate. If you're below $500K we may still be a fit for our quarterly accounting services; if you're above $10M we're absolutely in our element. The qualification questions on this page exist so we can give you an honest answer fast.

No. We serve clients nationwide through our secure client portal, virtual meetings, and email communications. We also have physical offices in Atlanta, Los Angeles, Houston, Tampa, Austin, and Torrance for clients who want in-person meetings. We are happy to match you with your team based on location or preference.

Flat monthly fee based on transaction volume, complexity, and the scope you choose. Bookkeeping-only engagements start lower. With additional services like payroll, controller, accounts payable/recieveable and tax advisory available for additional fees. The fee covers your named accountant, monthly reconciliations and close, financial statements, quarterly tax projections (if scoped), and the additional services you choose. We do our best to create accurate quotes based on the information provided.

Most clean-up engagements close inside 30–45 days, depending on how quickly we get access to the information and answers we need. Clean-up is quoted separately from monthly service so you see the cost upfront.

QuickBooks Online is our primary platform. We can help you get set up if you’re still using spreadsheets or want to switch. We also have experience integrating other business tools such as Shopify, Amazon, Stripe, Square, Gusto, Rippling, Ramp, and most other tools in the modern small-business stack.

While it doesn’t happen often, people do retire or change jobs. Since each client has a team, the historic context of your account won’t be lost and our internal team will help your new senior accountant get up to speed on everything. When transitions happen the named-team model is what protects you from disruption.

After a discovery call and signed engagement letter, we can typically kickoff within a few days. We’ll get access to your QuickBooks account, get to know your business and then clean-up (if any) will start.

If you're a small business owner looking for a team that knows taxes and accounting inside and out, you're in the right place. Many of our team members hold active CPA (certified public accountant) and EA (enrolled agent) certifications, and we have senior accountants with decades of experience. That expertise is at the core of every service we provide: tax preparation, tax planning, bookkeeping, accounting, and CFO advisory.

LedgerWay operates under what's called an Alternative Practice Structure (APS). It’s a model used by many modern accounting firms that separates the business entity from the licensed CPA firm. The tax, bookkeeping, and advisory services you'd work with us on are provided by LedgerWay, Inc., while attest and assurance services (think audits, reviews, and compilations) are performed by our licensed CPA partner firm, AMS CPAs. It's two legally distinct entities working together to deliver one seamless experience.