Accounting & finance advisory

Numbers handled,
growth unlocked.

Bookkeeping, tax, payroll and virtual-CFO support from licensed CPAs who actually pick up the phone. Spend less time on the books and more time running the business.

CPA-led · Fixed monthly pricing · No long-term lock-in

Monthly closeOn track
Net cash$284,910
Reconciled100%
Tax set aside$41,200
500+businesses served
$120Mmanaged annually
15 yrsin practice
98%client retention
What we do

One firm for the whole finance stack

Talk to an advisor

Bookkeeping

Clean, reconciled books every month — never scramble at year-end again.

Tax & filing

Proactive planning and on-time filings that keep more cash in the business.

Payroll

Pay your team accurately and on schedule, fully compliant, zero stress.

Virtual CFO

Forecasts, cash-flow models and board-ready reporting on a retainer.

Audit-ready

Documentation and controls so reviews and due diligence go smoothly.

Advisory

Pricing, margins and growth decisions backed by real numbers.

Trusted by founders, clinics and growing firms

NORTHGATEVellum & CoBRIGHTWORKMeridianOaklineCedar Health
Why Ledgerline

The firm finance teams switch to

Licensed CPAs

Every engagement led by a credentialed accountant, not a junior.

Reports by the 5th

Month-end close and dashboards land before the first week is out.

Books you can trust

Reconciled, audit-grade records — clean for lenders and investors.

“Ledgerline cleaned up three years of messy books in a month and now closes every period before the 5th. Our raise went through on the first pass because the numbers were airtight.”
Hannah ReyesCOO, Brightwork Studios

Ready for clean books?

Book a free 30-minute consult. We'll review your setup and map a fixed monthly plan — no obligation.

Book your free call