
LedgerAdvisor™ gives you piece-of-mind while you're doing your own QuickBooks. You'll sleep better if you know that Ledger Solutions' Certified QuickBooks

advisors are helping you avoid costly bookkeeping and tax mistakes. Not only that, but our Tax planning will probably save more in taxes than you would pay Ledger Solutions in overall fees!
...keep an eye on each transaction...

We believe that
do-it-yourself Accounting is actually a great idea. Up to a point. How many CPA's will tell you that? Some business owners need to keep an eye on each transaction, and others are just not ready for our more advanced services. Whatever the reasons, a business owner can't do everything forever, and we get a lot of clients because they need someone qualified in accounting software, bookkeeping, and taxes to look over their shoulders and help them avoid expensive mishaps in bookkeeping and tax matters.
How does it work?

It's simple: You share your QuickBooks file over a secure link with our Certified QuickBooks ProAdvisors, and we check your work monthly. We look for mistakes, double-check that you're making the right filings and payments for income and employment taxes, AND we help you with basic tax planning that a majority of small businesses never get around to.
More than likely, we will save you more in taxes than our overall fee.
Not only that, but we become your help-desk for QuickBooks work, which saves you a lot of time and grief.
What does this do for you?

Aside from the obvious savings in time and mistakes, LedgerAdvisor™ does two big things for you:
- We make sure you're getting accurate financial information, so you can make the right business decisions. It doesn't matter WHO's doing your bookkeeping, if your statements are wrong.
- We reduce your stress over bookkeeping and taxes so that you can concentrate your efforts where YOU are most valuable: building your business.
"Do" is our most important verb: we aim to DO your accounting system oversight mainly so you can DO what's important for you: building your business, and not agonizing over bookkeeping and taxes.
LedgerAdvisor™ clients can span from startup to about $15 million in annual revenues, but generally the larger the number of transactions, the more likely the client will move across to LedgerKeeper™. That transition depends on how quickly the bookkeeping burden gets in the way of company growth and efficiency.
Contact us for a free analysis of what product would be best for you!
- Approximate Banking Transactions - over 50 per month
- More than 25 invoices per month
- See our Services Matrix to determine the right plan for your business.