Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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
About 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.
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.
You may be interested in:
26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
13 Client Reviews
"Great! They are fast and responsive. They get the work done."
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
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.
