Who We Work With
We’re not for everyone—and that’s by design. Ledgerly is built for serious entrepreneurs and small business owners who are:
- In service-based industries (law, dental, engineering, mortgage, consulting, etc.)
- Generating $100K–$10M in revenue
- Lean teams (1–10 employees)
- Motivated individuals building their family and businesses
- Seeking clarity, protection, and wealth, not just another tax return.
🎯 If you’re ready to ditch the tax-season scramble and start building real financial strategy—you’re in the right place.
Generating $100K–$10M in revenue
Lean teams (1–10 employees)
Seeking clarity, protection, and wealth
Why We're Different
The Ledgerly Approach: Strategy > Survival
🧠 Strategy Over Compliance
We don’t “just file.” We architect financial structures to grow wealth and minimize exposure—so every dollar works harder for you.
🛡️ Clarity That Protects
We use our proprietary “Trifecta” framework to surface financial blind spots, optimize entity structure, and protect your assets.
📈 Aligned Wealth Building
We align tax strategy with your goals by blending savings, investments, and protection to build wealth for today and the legacy you want tomorrow.
The Founders
We’re Not Old-School Accountants.
Andrew:
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CPA, QBO ProAdvisor
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Big Four roots. Laser-focused on detail, speed, and strategic outcomes
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Hobbies: Lifting, jiu-jitsu, cigars, and snowy mountains
We’re Builders—Just Like You.
Mike:
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CPA, MBA, MSCTA
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Corporate-trained. Entrepreneur by heart. Known for turning complexity into clarity
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Hobbies: Guitar, golf, travel, and time with family
Our Services
01
✅ Tax Advisory
Hands-on, year-round partnership focused on strategy, protection, and optimization.
02
✅Tax Preparation
Professional filings with proactive planning, walkthroughs, and clarity around every number.
03
✅ Bookkeeping & Accounting
Accurate, up-to-date books. Powerful dashboards. Delivered by CPAs—supported by tech.
04
✅ Consulting & Strategy Sessions
One-time or ongoing strategy consults. Perfect for business owners with specific questions or a need for clarity.
"Love working with them. They've adapted to every business change I've had, and helped me through the process of filing everything so I don't need to worry about it."
Chris A.
"Ledgerly has been an invaluable asset to my business. As a small business owner in the construction industry, managing finances and bookkeeping can be overwhelming, but Ledgerly has made it seamless. Their team is highly knowledgeable about the specific needs of my industry, and they handle all my financial records with precision and attention to detail. Now I can focus on growing my business, knowing that my books are in capable hands. I highly recommend their bookkeeping services to any business owner looking for professional and reliable support."
David A.
"Ledgerly did an amazing job with my taxes this year! I’m self-employed and my taxes are fairly complicated. They made sure every deductible was properly accounted for and no stone was left unturned. They were efficient when respond to questions and very easy to work with!"
Dawn T.
Certified Public Accountants (CPA)
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🏆Mike = CT & MA
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🏆Andrew = CT
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💡 Trained in cutting-edge tax strategy
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⚙️ Experts in tech stack implementation (QuickBooks Online, TaxDome, Bill.com, Settle, and more !)
