Who We Are

Ledger-ly Accounting & Tax is a dedicated bookkeeping and financial services firm committed to helping small business owners thrive by offering affordable, accurate, and dependable accounting support. Our team brings together decades of combined experience in corporate finance, accounting operations, and strategic financial planning.

We specialize in working with small to mid-sized businesses across industries including home services (HVAC, plumbing, electrical), healthcare (nursing facilities), restaurant and hospitality, and constructions. We understand the unique challenges small business owners face, and we’re passionate about providing practical financial solutions that support growth and stability.

Our services include:

• Catch-up and clean-up bookkeeping

• Recurring monthly bookkeeping

• Payroll processing

• Accounts payable and receivable management

• Fractional Controller & CFO services

Our team is well-versed in today’s leading financial tools and platforms, including:

• QuickBooks (Online & Desktop)

• ADP

• Paychex

• Bill.com

• Concur

• Expensify

• PointClickCare

• Sage & Sage Intacct

• Microsoft Excel & Office Suite

At Ledger-ly, we take pride in offering professional-grade financial services with a personal touch—because every dollar matters when you're building your business. Whether you’re just getting started or scaling up, we’re here to bring clarity, control, and confidence to your financial operations.