LedgerUp
FOUNDING YEAR
-
NUMBER OF EMPLOYEES
-
LOCATION
California
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.
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
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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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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Professional Services
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
