Accounting · Tax · Advisory

Numbers handled.
Mind at ease.

Modern bookkeeping, tax and CFO services for growing businesses — accurate, proactive, and built to save you money.

Book a free consult No obligation · 30 minutes
The Ledgerline team
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$3.4M
Saved for clients last year
CPA-led team Bank-grade security Same-day responses Real-time reporting
What we do

Everything your books need, in one place.

Bookkeeping

Clean, reconciled books every month — accurate numbers you can actually make decisions on.

Tax & Compliance

Year-round tax planning, not a once-a-year scramble. We find every deduction you're owed.

Payroll

On-time, error-free payroll and filings, so your team is paid right and you stay compliant.

CFO Advisory

Forecasting, cash-flow and the strategic guidance of a CFO — without the full-time salary.

Tax Returns

Business and personal returns, filed accurately and on time, with proactive planning all year.

Software Setup

We implement and own the right stack for you — Xero, QuickBooks and the automations around them.

Why Ledgerline

Proactive, not reactive.

Most firms hand you a tax bill in April. We work with you all year — spotting savings, flagging risks and keeping your numbers decision-ready, so there are never any surprises.

See if we're a fit
$3.4M
Saved for clients / yr
600+
Businesses served
98%
Client retention
<4h
Avg. response time
How it works

Onboarding made painless.

Free consult

A 30-minute call to understand your business and where you're leaving money on the table.

Clean-up

We get your books current and accurate, and migrate you onto the right software — owned by you.

Run & report

Monthly books, payroll and clear reporting, with a real person who knows your numbers.

Plan ahead

Quarterly reviews and proactive tax planning so you keep more of what you earn.

Your team

Real people, real credentials.

Partner
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Sarah Whitfield
Managing Partner
CPA, MBA
Tax lead
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David Okonkwo
Head of Tax
CPA, EA
Advisory
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Maria Santos
CFO Advisory
CMA
Bookkeeping
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James Lee
Lead Bookkeeper
Xero Certified

"For the first time, I actually understand my finances. They found $40k in deductions my last accountant missed — in the first month."

— Rachel K., founder, Bloom Studio
Let's talk

Stop dreading tax season.

Book a free, no-obligation consultation. We'll review your situation and show you exactly where we can help.

Book your free consult