Prime Ledger
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Prime Ledger is a leading financial management firm that revolutionizes how small to medium-sized businesses handle their finances. Specializing in Fractional CFO services and comprehensive accounting solutions, we serve ambitious companies generating 6-8 figures across technology, healthcare, real estate, and manufacturing sectors.
Our team of CPA-qualified experts delivers more than just numbers – we provide strategic financial leadership that transforms your financial operations into a competitive advantage. From day-to-day bookkeeping and tax preparation to high-level financial strategy and cash flow management, Prime Ledger offers a full suite of services tailored to your business needs.
What sets us apart is our commitment to combining professional expertise with cutting-edge technology. We streamline and automate back-office operations, enabling business owners to make data-driven decisions while saving time and reducing costs. Our client-centric approach ensures that every solution is customized to match your unique business goals, whether you're a startup seeking growth or an established company looking to optimize financial performance.
Based in New York, we pride ourselves on our core values of professionalism, responsiveness, and quality. Our services include comprehensive bookkeeping, strategic tax planning, payroll and HR management, financial reporting, budgeting, and fractional CFO services – all designed to help your business achieve sustainable growth and long-term financial success.
Partner with Prime Ledger to transform your financial management from a business necessity into a strategic asset that drives your company's future.
Our team of CPA-qualified experts delivers more than just numbers – we provide strategic financial leadership that transforms your financial operations into a competitive advantage. From day-to-day bookkeeping and tax preparation to high-level financial strategy and cash flow management, Prime Ledger offers a full suite of services tailored to your business needs.
What sets us apart is our commitment to combining professional expertise with cutting-edge technology. We streamline and automate back-office operations, enabling business owners to make data-driven decisions while saving time and reducing costs. Our client-centric approach ensures that every solution is customized to match your unique business goals, whether you're a startup seeking growth or an established company looking to optimize financial performance.
Based in New York, we pride ourselves on our core values of professionalism, responsiveness, and quality. Our services include comprehensive bookkeeping, strategic tax planning, payroll and HR management, financial reporting, budgeting, and fractional CFO services – all designed to help your business achieve sustainable growth and long-term financial success.
Partner with Prime Ledger to transform your financial management from a business necessity into a strategic asset that drives your company's future.
Supported client types
Personal
Business
Specialties
Ultra High Net Worth Individual
Solopreneur
SMB Owner
Real Estate Investor
Non-Profit Organization
High Net Worth Individual
Franchise Owner
E-commerce Business Owner
Crypto Investor
Qualified Small Business Stock Holder
Services
About Prime Ledger
Employees
Founding year
2010
Rate range
Monthly: $2,000 - $5,000
Quarterly: $1,200 - $4,500
Location
Remote
Support
Dedicated staff for each client
Software
Canopy, Google Drive, Gusto, Microsoft Office Suite, Proprietary software/platform, QuickBooks Online, ShareFile, Slack, Xero, Zoom
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Clients who would be a good fit
Annual income
$100,000 - $500,000 $500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Less than $100,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Less than $100,000
Annual revenue
Pre-revenue $500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Industry
Consulting & Professional Services Advertising & Marketing
Energy & Sustainability
Finance & Legal
Food & Beverage
Healthcare & Wellness
Hospitality & Travel
Manufacturing & Hardware
Media & Entertainment
Non-Profit & Education
Real Estate & Construction
Retail & Ecommerce
Technology & Software
Transportation & Logistics
Energy & Sustainability
Finance & Legal
Food & Beverage
Healthcare & Wellness
Hospitality & Travel
Manufacturing & Hardware
Media & Entertainment
Non-Profit & Education
Real Estate & Construction
Retail & Ecommerce
Technology & Software
Transportation & Logistics
Primary Target Clients:
Small to medium-sized businesses
Startups and VC-backed companies
Companies generating 6-8 figures in revenue
Key Industry Focus:
Technology companies
Healthcare organizations
Real estate firms
Ideal Client Characteristics:
Need scalable financial services
Value professional expertise
Seeking personalized service
Looking for strategic financial guidance
Require comprehensive financial management solutions
Client Pain Points:
Need for professional financial leadership without the cost of a full-time CFO
Require streamlined financial operations
Want data-driven decision-making capabilities
Looking to optimize cash flow
Need expertise in financial reporting and strategy
Service Requirements:
Seeking outsourced accounting solutions
Need strategic financial planning
Require professional bookkeeping
Want expert tax planning and preparation
Looking for payroll and HR management support
Small to medium-sized businesses
Startups and VC-backed companies
Companies generating 6-8 figures in revenue
Key Industry Focus:
Technology companies
Healthcare organizations
Real estate firms
Ideal Client Characteristics:
Need scalable financial services
Value professional expertise
Seeking personalized service
Looking for strategic financial guidance
Require comprehensive financial management solutions
Client Pain Points:
Need for professional financial leadership without the cost of a full-time CFO
Require streamlined financial operations
Want data-driven decision-making capabilities
Looking to optimize cash flow
Need expertise in financial reporting and strategy
Service Requirements:
Seeking outsourced accounting solutions
Need strategic financial planning
Require professional bookkeeping
Want expert tax planning and preparation
Looking for payroll and HR management support
Clients who would NOT be a good fit
Annual income
-
Annual revenue
-
Industry
-
Prime Ledger partners with ambitious businesses ready to transform their financial operations into a strategic advantage. We're not a match for cash-only operations, businesses seeking basic bookkeeping, or companies unwilling to adopt modern financial tools and controls.
Endorsements
No endorsement
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