Accepting new clients for Q4

Financial clarity for modern ambitious teams.

Move beyond spreadsheets. We provide real-time bookkeeping, tax strategy, and CFO services designed for high-growth startups and digital agencies.

Audit-proof books
Tax advisory
Payroll management

Trusted by

ACME VERTEX SPHERE

Get a free consultation

Our experts will analyze your current setup.

Everything in one place

We integrate with your existing stack to provide a unified view of your financial health.

Total Revenue
$124,500.00
+12.5%
Expenses
$42,100.00
2.1%
Net Profit
$82,400.00
+18.2%
Our Expertise

Comprehensive financial solutions

From daily compliance to strategic advisory, we cover the full spectrum of your financial needs.

Compliance & Core

  • Tax Preparation & Planning Including High Net Worth planning & Multi-State filings.
  • Business Tax Preparation LLC, S-Corp, C-Corp, and Partnership returns.
  • Bookkeeping & Month-End Close Accurate, timely financial statements every month.
  • Payroll & Sales Tax Full oversight of payroll processing and sales tax compliance.

Strategic Advisory

  • Outsourced Fractional CFO High-level strategy without the full-time executive cost.
  • Cash Flow Forecasting Predict runway and manage capital efficiency.
  • Business Entity Formation Expert guidance on LLC vs S-Corp selection and setup.
  • IRS Representation Tax resolution and audit defense services.

Industry Specialized

Real Estate Cost segregation, 1031 exchanges, and portfolio analysis.
Medical & Dental Practice benchmarking and revenue cycle management.
Construction WIP schedules, job costing, and contractor compliance.
Tech & SaaS R&D tax credits, burn rate analysis, and KPI tracking.
Non-Profit / Exempt Form 990 preparation and grant compliance monitoring.

Technology & Setup

QuickBooks / Xero Cleanup

Professional setup and training to fix messy data. We optimize your chart of accounts for clarity and accuracy.

Tech Stack Implementation

We implement modern tools like Expensify, Bill.com, and Gusto to automate your back office workflow.

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Local Presence

Serving the Greater Los Angeles Area

While we operate digitally, we maintain dedicated offices to serve our local clients with in-person strategy sessions and audit representation.

Pasadena Office

100 E Colorado Blvd, Pasadena, CA 91105+1 (626) 555-0123

View location page

Serving Clients In:

Pasadena Glendale Burbank Arcadia Downtown LA

Specialized Local Services

Explore our dedicated service offerings tailored for local compliance and industries.

Tax Preparation in Pasadena Bookkeeping Services Glendale IRS Audit Representation LA Tech Startup CPA Burbank
The Team

Expertise you can trust

Our partners bring decades of experience from Big 4 firms and are fully credentialed.

Partner

Thomas Vance

CPA

Managing Partner

Former Director at Deloitte. Specializes in M&A strategy and international tax compliance.

Partner

Sarah Chen

CFA

Head of Advisory

Ex-CFO of a Series B Fintech. Expert in SaaS metrics, fundraising, and financial modeling.

Partner

David Miller

EA

Tax Partner

Enrolled Agent with 15 years experience helping startups navigate R&D credits and IRS representation.

Loved by founders

Join the companies that have scaled from seed to exit with us.

"Ledger & Co. fundamentally changed how we operate. Their real-time dashboards give us the confidence to make big decisions quickly."

EL

Elena Rodriguez

CEO, Nexus AI

"The fractional CFO service is a game changer. It feels like having a senior finance partner on the team for a fraction of the cost."

MJ

Marcus Johnson

Founder, Stacked

"We switched from a traditional firm and the difference is night and day. The tech-first approach saves us 10+ hours a month."

AK

Anna Kim

COO, Swift Logistics

Ready to streamline your finances?

Join 500+ fast-growing companies that trust Ledger & Co.