LedgerFi

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Introduction

LedgerFi is a leading bookkeeping, accounting, and tax preparation firm with clients all across the US. We specialize in providing small business owners the insights that they need to save money on their taxes, stay in compliance with the taxing agencies, identify areas to reduce expenses, and proactively consult on growth opportunities. Our credentialed staff re-imagine the way bookkeeping should be so you can reach your business goals.

Overview

Serves Cupertino, CA

Background checked

9 employees

2 years in business

Business hours

SunClosedMon8:00 am - 6:00 pm

Payment methods

This pro accepts payments via Credit card.

Social media

Instagram

Featured Projects

2 photos

Reviews

Exceptional 5.0

5 reviews

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Thumbtack Customer

2 weeks ago

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From Google

This team is awesome. They were able to step in a help my company with our bookkeeping when I lost my in-house controller. I would highly recommend.

Thumbtack Customer

2 weeks ago

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From Google

As the newer owner of a small business that is over thirty years old, I felt like I was over my head with gaining control of finances, bookkeeping, payroll, and how to frame thinking about expanding our services. Ledger Fi has come through for me big time - to say that this is a bookkeeping/tax firm is underselling what they really do. For an affordable price, I have gained professional and attentive assistance in those areas AND they have helped me find solutions to complex issues, recommended technology for streamlining processes, and have gone out of their way to ensure that I understand everything, even setting up calls and sitting in on meetings with service providers. I hardly ever write these sorts of reviews, but this company is more like a consulting firm that supports you and your business, developing processes that make sense and save time, enabling you to focus on growing your business. As someone without a business degree, I can safely say that in just a few months, I am gaining a solid education on how to run a business. The cherry on top is that the team is super friendly and accessible, and I feel like they genuinely want me to succeed.

Thumbtack Customer

2 weeks ago

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From Google

LedgerFi is like having an extra team for our finances. They helped us navigate multiple data sources and brought everything into one place. More than just a bookkeeping and tax solution, their professional and attentive support has been key in solving complex financial challenges to grow our business.

Thumbtack Customer

2 weeks ago

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From Google

I cant say enough good things about LedgerFi. I was completely overwhelmed trying to manage my businesss finances, especially with QuickBooksit felt like a never-ending, complicated mess. I have a ton of transactions from all kinds of vendors, and keeping everything categorized was taking up way too much of my time and energy. LedgerFi stepped in and just... took care of it.On top of that, they send me these quarterly reports that are incredible. They break everything down so clearly that I finally have a real understanding of where my business stands each quarter. Before them, it wouldve taken me hours every week to figure all that out, and even then, it wouldnt have been as organized or accurate.Theyre super responsive and happy to answer my questions (and I ask a lot). I dont feel like just another clientthey genuinely care about helping me succeed.Highly recommend them for businesses who want to focus on driving value while letting the experts handle the boring financial work.

Thumbtack Customer

Jul 31, 2023

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From Google

Finally a bookkeeper that actually picks up my phone calls! LedgerFi is hands down the best bookkeeping and tax firm I've ever worked with. They took the time to really understand my business and provided customized solutions that have saved me time and money. They are incredibly knowledgeable and have helped me to streamline my financial processes and develop a long-term strategy for success. Plus, they are super friendly and always available to answer my questions!

Credentials

Background Check

Nathan Hodgens

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We grow when you grow! Our pricing is based on the level of detail needed in your bookkeeping and the amount of monthly expenses you have. We also offer occasional discounts for customers who sign up with us for 12 months!
What is your typical process for working with a new customer?
We want to understand what information you're looking to get out of your books and then structure the processes and business insights around those goals.
What education and/or training do you have that relates to your work?
All of our accounting staff is credentialed either as an Enrolled Agent (EA) or Certified Public Accountant (CPA).

LedgerFi

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