Ledger is an accounting practice for small and mid-sized businesses that want a clean general ledger, a quiet audit, and a controller who picks up the phone. We post the journal entries. You run the company.
Four parts of the practice, one packet at month end. Audit-ready by default.
Every transaction posts to a chart of accounts mapped to your operating model. Reconciled to source documents weekly, not monthly.
Auditor lands, opens the index, finds every supporting doc. Eleven days from request to opinion.
Federal, multi-state, and book-to-tax differences mapped to your trial balance every quarter.
P&L, balance sheet, cash flow, and a paragraph your directors will actually read.
A 13-week cash forecast updated every Monday. Variance to last week shown in red ink.
Every debit posts a credit. Trial balance, journal entries, and a clean chart of accounts kept current.
Monthly close packet with reconciliations, supporting docs, and management memos prepared for review.
Federal and multi-state corporate tax. Provision walked, deferred tax tracked, returns filed by a CPA.
Quarterly board pack: P&L, balance sheet, cash flow, and a one-page narrative your directors will read.
The same auditor. Two very different folders.
"Our auditor closed the file in eleven days. The supporting workpapers were already in the right folder. Unheard of."
No hourly billing. No surprise statements. Audit support included on Controller and Family office.
For 1-15 person firms keeping a clean general ledger and quarterly tax provision.
For 16-80 person firms with a board, an auditor, and multi-state operations.
For multi-entity holdings, trusts, and operating companies under one office.
Yes. Every closing is signed by a CPA licensed in at least one US state. We list license numbers on each monthly memo and on request.
A 30-minute discovery call with a CPA. We'll review three months of statements and quote the engagement in writing within five business days.