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Entity Type
Annual Revenue
$250,000
per year
$50K$2M+
Service Tier
Your Proposal
LLC · $250K ARR
LIVE

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IRS-compliant filings
SOC 2 data security
Response in < 4 hours
1,200+ businesses filed
Your Quote
$0/mo
0 line items
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Service Explorer

Every line item, fully transparent.

Click any service to see exactly what you get, when you get it, and what the market charges for the same work.

Scope

Federal + state income tax return preparation, review, and e-filing with IRS correspondence support included.

Timeline
Completed by Mar 15 (extended to Sep 15 if needed)
Deliverables
  • Federal Form 1065/1120-S/1040
  • State returns (all registered states)
  • K-1 distribution schedules
  • IRS e-filing confirmation
  • Audit support letter
Cost comparisonYou save 36%
Ledger
$89
Market avg
$140
Scope

Quarterly review of payroll tax deposits, estimated payments, and proactive notice monitoring to prevent penalties before they arrive.

Timeline
Ongoing — reviewed each quarter
Deliverables
  • Quarterly estimated tax schedule
  • Payroll deposit verification
  • Penalty abatement letters (if needed)
  • IRS notice response drafts
Cost comparisonYou save 47%
Ledger
$29
Market avg
$55
Scope

Full-cycle bookkeeping: categorize every transaction, reconcile all accounts, and deliver clean financials by the 10th of the following month.

Timeline
Delivered by the 10th of each month
Deliverables
  • Bank + credit card reconciliation
  • Chart of accounts maintenance
  • Monthly P&L statement
  • Balance sheet
  • Accounts payable/receivable aging
Cost comparisonYou save 47%
Ledger
$149
Market avg
$280
Scope

Deep-dive reconciliation every quarter: catch timing differences, verify intercompany transfers, and prepare a clean trial balance for tax purposes.

Timeline
Completed within 15 days of quarter-end
Deliverables
  • Full trial balance
  • Intercompany reconciliation
  • Fixed asset schedule update
  • Prepaid + accrual adjustments
  • Management report package
Cost comparisonYou save 50%
Ledger
$45
Market avg
$90
Scope

Maintain your cap table through every funding round, option grant, and secondary transaction — investor-ready at any moment.

Timeline
Updated within 48 hours of any transaction
Deliverables
  • 409A valuation coordination
  • Option pool modeling
  • Dilution analysis scenarios
  • Investor-ready cap table export
  • Board meeting financial package
Cost comparisonYou save 50%
Ledger
$99
Market avg
$200
Scope

Monthly 60-minute call with your assigned fractional CFO — runway modeling, budget-to-actuals review, and strategic financial decisions.

Timeline
60-min call, first Tuesday of each month
Deliverables
  • Monthly financial review deck
  • Rolling 12-month cash forecast
  • Burn rate + runway dashboard
  • Hiring plan financial modeling
  • Board-ready metrics package
Cost comparisonYou save 53%
Ledger
$199
Market avg
$420
Who This Is For

We built this for your exact situation.

Not a generalist firm. Three types of clients, three sets of problems we've solved hundreds of times.

Small business owner reviewing documents at a desk with papers spread out
Small Business Owner

The shoebox full of invoices

LLC · $150K–$500K ARR
The situation

It's March 8th. You have a box of receipts, three bank accounts, and your last accountant ghosted you after the extension.

What we do

We take the box. We categorize every transaction, file on time, and send you a clean P&L you can actually read — by March 15.

6 days
Avg time to first filing
$4,200
Late penalties avoided
See my plan
Startup founders collaborating around a laptop in a modern office
Startup Founder

Just closed your Series A

C-Corp / S-Corp · Post-funding
The situation

Your cap table is a spreadsheet last touched by your co-founder who left. Your investors want board-ready financials. You have neither.

What we do

We rebuild your cap table from day zero, reconcile every SAFE note, and deliver a board package your lead investor will recognize as professional.

5 business days
Cap table rebuilt in
$18,500
Avg R&D credit found
See my plan
Freelancer working on laptop at home office with coffee and notebooks
Freelancer / Consultant

The spreadsheet held together by hope

Sole Prop · $60K–$200K
The situation

You've been "doing it yourself" with a spreadsheet and a prayer. You overpaid $3,400 last year because you didn't know about the home office deduction.

What we do

We find every deduction your spreadsheet missed, set up quarterly estimated payments so April is never a surprise, and file clean returns in under a week.

$3,100+
Avg deductions found
40 hours
Time saved per year
See my plan
Measured Results

Numbers that don't need footnotes.

Tracked across every client engagement. Updated quarterly.

0+
Businesses filed
$0+
Avg deductions found
0.0/5
Client satisfaction
0 days
Avg days to first filing
"

I handed them a box of 14 months of receipts. Eight days later I had a clean P&L, filed returns, and a refund I didn't know was coming.

$6,200 refund recovered
MW
Marcus Webb
Owner, Webb Electrical LLC
Atlanta, GA
"

We closed our Series A in October. By November 15th, Ledger had rebuilt our cap table, filed our 83(b) elections, and delivered board-ready financials. Our lead investor asked who our accountants were.

Cap table rebuilt in 5 days
PN
Priya Nair
Co-Founder & CEO, Stackform
San Francisco, CA
"

Three years of self-filing with a spreadsheet. Ledger found $4,100 in missed deductions on the first pass. I wish I'd done this in year one.

$4,100 in deductions found
JC
Jordan Calloway
Independent UX Consultant
Austin, TX
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