LedgerUp
FOUNDING YEAR
-
NUMBER OF EMPLOYEES
-
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
LedgerUp
Our solution streamlines data entry, reconciliations, and financial reporting, reducing manual workload and increasing accuracy. By leveraging advanced AI technology, we ensure timely & precise financial management, allowing you to focus on growth and strategic initiatives.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
Clients who are struggling with bookkeeping and want timely & accurate books. Most clients are between $500k-15M in topline revenue and want reconciliations, accounts payable
Clients who wouldNOTbe a good fit
Clients who require highly specialized, industry-specific accounting solutions or those who prefer to maintain entirely manual bookkeeping processes. Additionally, businesses with extremely low transaction volumes or those not open to leveraging AI and automated solutions may not be the best fit for us.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
