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LedgerFi

3

years in business

3

years in business

Contact for price

Responds in about 1 min


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About
LedgerFi is a leading bookkeeping, accounting, and tax 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

3 years in business

Business hours

SunClosedMon8:00 am - 6:00 pm

Payment methods

This pro accepts payments via Credit card.

Social media

Instagram

Projects and media

2 photos

Projects and media

2 photos

Services offered
Accounting needs
Entity type

Partnership

C-Corp / Corporation

S-Corp

Non-profit

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews
Exceptional 5.0

5 reviews

5

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4

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Showing 1-5 of 5 reviews
pro avatar
Past Customer

Nov 26, 2024

From Google

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Past Customer

Nov 23, 2024

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.
pro avatar
Past Customer

Nov 21, 2024

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.
pro avatar
Past Customer

Nov 20, 2024

From Google

pro avatar
Past Customer

Jul 31, 2023

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

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