Prime Ledger
Prime Ledger is a New York-based outsourced financial services firm providing bookkeeping, fractional CFO, payroll/HR, and tax services to small and medium-sized enterprises, startups, and venture capital portfolio companies across diverse US industries, delivered through third-party accounting platforms on recurring subscriptions.
- Company typePrivate
- Founded2017
- HeadquartersGreat Neck, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Prime Ledger does
Prime Ledger is a US-based outsourced financial services firm founded by Jordan Goldman (CPA, MS) and headquartered in New York, providing a four-line service offering to small and medium-sized enterprises, startups, and venture capital portfolio companies: Outsourced Accounting & Bookkeeping, Fractional CFO, Payroll & HR Management, and Tax Planning & Preparation. The firm serves clients across diverse industries including technology, healthcare, manufacturing, real estate, construction, legal, dental, automotive, retail, and energy, with engagements typically delivered remotely on a recurring monthly or annual subscription basis.
The firm's core technology layer consists of integrations with leading third-party cloud accounting, ERP, and CRM platforms (QuickBooks Online, Xero, NetSuite, Zoho Books, Sage 50, FreshBooks, Wave, OneUp, Salesforce, HubSpot) plus an internal client portal for document management. Prime Ledger does not develop proprietary software; instead, it monetizes professional expertise applied through these platforms. AI/ML capability is limited to features embedded in the third-party stack (ML-driven transaction matching in QuickBooks, forecasting in OneUp, variance analysis tools), with no proprietary models or data assets.
Prime Ledger's go-to-market is primarily sales-led and consultative, converting inbound website traffic into HubSpot-scheduled consultations, supplemented by content marketing (blog, webinars such as the 'Mastering Financial Management' series), referrals, and a differentiated VC Partnership Program that operates as a B2B2B distribution channel for portfolio companies. Pricing is customized per engagement rather than publicly disclosed. The firm has historically operated with 1-10 employees and no external funding, and in December 2025 announced a strategic partnership with NASDAQ-listed Cosmos Health Inc. to manage a $300 million Digital Asset Treasury and design a token issuance platform, signaling a move up-market into blockchain-based financial infrastructure alongside its traditional SMB practice.
Prime Ledger firmographics
Firmographics- Name
- Prime Ledger
- Legal name
- Prime Ledger
- Website
- https://prime-ledger.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Prime Ledger is a New York-based outsourced financial services firm providing bookkeeping, fractional CFO, payroll/HR, and tax services to small and medium-sized enterprises, startups, and venture capital portfolio companies across diverse US industries, delivered through third-party accounting platforms on recurring subscriptions.
- Ownership category
- akta.pro rank
Prime Ledger industry classification
Industry- Product category
- Outsourced Finance & Accounting Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
Keywords
Where Prime Ledger is headquartered
LocationHeadquarters
- HQ city
- Great Neck
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Prime Ledger business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Services (Outsourced): Prime Ledger generates revenue primarily through providing outsourced financial services including outsourced accounting and bookkeeping, fractional CFO services, payroll and HR management, and tax planning and preparation. Pricing is customized based on the specific services required, the size of the client's business, and the complexity of their financial needs. The company also offers standardized service packages for ease of engagement. Services are typically billed on a subscription/recurring basis, with flexible pricing accommodating businesses at various stages of growth. Additional project-based engagements include one-off financial assessments, exit strategy and M&A advisory, fundraising support, and financial process improvement projects.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Outsourced Accounting & Bookkeeping — customized service packages and per-engagement pricing |
| Subscription | Monthly | Fractional CFO — part-time/contract-based financial leadership |
| Subscription | Monthly | Payroll & HR Management — per-employee or flat-fee pricing |
| Subscription | Annual | Tax Planning & Preparation — project-based or recurring annual engagement |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Prime Ledger product offering
Product offeringCore offering
Prime Ledger is a US-based outsourced finance and accounting services firm that delivers CPA-qualified Outsourced Accounting & Bookkeeping, Fractional CFO, Payroll & HR Management, and Tax Planning & Preparation to small and medium-sized businesses and startups. The firm operates on subscription and customized project-based engagements, using leading cloud accounting platforms (QuickBooks, Xero, NetSuite, Zoho Books, Sage 50, FreshBooks, Wave, OneUp) to serve clients across technology, healthcare, manufacturing, real estate, construction, legal, and other industries throughout the United States.
Product overview
Prime Ledger is a US-based financial outsourcing firm providing a comprehensive suite of CPA-qualified financial services. The core offering consists of four integrated service lines: Outsourced Accounting & Bookkeeping (financial reporting, reconciliation, transaction recording), Fractional CFO (strategic financial leadership, budgeting, forecasting), Payroll & HR Management, and Tax Planning & Preparation. The firm also operates a Partnership Program targeting venture capital firms and their portfolio companies with preferential pricing and dedicated support. All services are delivered by qualified professionals using industry-standard accounting platforms, with a focus on serving small and medium-sized enterprises across various industries including technology, healthcare, manufacturing, and business services.
Differentiator
Problem solved
Functional benefit
Products and services
- Outsourced Accounting & Bookkeeping Comprehensive bookkeeping and accounting services including financial reporting, cash flow management, account reconciliation, transaction recording, payroll tax filing, and financial statement preparation, delivered by CPA-qualified experts to small and medium-sized businesses.
- Fractional CFO Part-time strategic financial leadership service providing budgeting, cash flow management, financial reporting, performance analysis, and growth strategy guidance for SMBs and startups, delivered without the cost of a full-time executive.
- Payroll & HR Management Streamlined payroll processing, tax filing, compliance management, employee benefits administration, and HR policy development services for small and medium-sized businesses.
- Tax Planning & Preparation Tax strategy optimization, compliance management, filing preparation, and audit support services delivered through a curated partner network, offered on a project-based or recurring annual engagement.
Quantifiable outcome
- Tech startup client secured additional funding, expanded market presence, and achieved impressive revenue growth following Prime Ledger's financial strategy engagement
- +2 more outcomes
Companies that use Prime Ledger
Customer profileNamed customers8 records
Segments6 records
Ideal customer profiles6 records
Prime Ledger technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability5 records
Prime Ledger partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cosmos Health Inc.flagshipPrime Ledger entered a long-term strategic partnership with Cosmos Health Inc. (NASDAQ: COSM) to digitally transform its financial operations. The multi-phase agreement, commencing in Q4 2025, establishes a compliant framework for Digital Asset Treasury management and integrates Cosmos Health's data infrastructure using Prime Ledger's existing relationship with Conduit Network. Prime Ledger is managing a $300 million treasury facility and designing a token issuance platform for Cosmos Health's healthcare and wellness intellectual property assets. The collaboration aims to enhance security, efficiency, and unlock new investment channels through blockchain-based solutions, with the initial phase focusing on strategy, regulatory compliance, and platform design.
Scale indicators2 records
Recent moves4 records
Expansion highlights5 records
Prime Ledger competitors and assessment
Company assessmentDirect peers
- Bench: Bench provides tech-enabled bookkeeping and financial reporting for small businesses in the US and Canada. It is a direct competitor offering outsourced bookkeeping with bundled software, similar in target market (SMBs) and service model to Prime Ledger.
- Pilot: Pilot offers bookkeeping, accounting, tax, and CFO services for startups and SMBs, with strong traction among VC-backed companies. It directly competes with Prime Ledger in outsourced accounting and fractional CFO services for the same target customer.
- Kruze Consulting: Kruze Consulting provides bookkeeping, accounting, tax, and CFO services specifically to VC-funded startups. It mirrors Prime Ledger's fractional CFO and VC partnership program strategy, making it a highly comparable direct competitor.
- Bookkeeper360: Bookkeeper360 is a US-based outsourced accounting firm offering bookkeeping, controller, and CFO services for SMBs across industries. Its service mix and SMB target overlap almost entirely with Prime Ledger's offerings.
- Botkeeper: Botkeeper combines AI-driven automation with human accountants to deliver bookkeeping services to SMBs and accounting firms. It targets the same outsourced bookkeeping market as Prime Ledger with a more automation-led model.
- 1-800Accountant: 1-800Accountant provides small business accounting, bookkeeping, tax, and payroll services nationwide in the US. Its scale, service breadth, and SMB focus place it as a broader direct competitor in Prime Ledger's category.
- CFOshare: CFOshare provides fractional CFO, controller, bookkeeping, and tax services to growth-stage SMBs. It is a direct peer in the outsourced financial leadership space with comparable pricing models and target customers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Prime Ledger social profiles
Digital presencePrime Ledger financial estimates
Financial estimateRevenue estimate
Valuation estimate
Prime Ledger leadership team
Management profileNumber of profiles
Profiles1 record
Prime Ledger funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Prime Ledger M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Prime Ledger
What does Prime Ledger do?
Prime Ledger is a US-based outsourced finance and accounting services firm that delivers CPA-qualified Outsourced Accounting & Bookkeeping, Fractional CFO, Payroll & HR Management, and Tax Planning & Preparation to small and medium-sized businesses and startups. The firm operates on subscription and customized project-based engagements, using leading cloud accounting platforms (QuickBooks, Xero, NetSuite, Zoho Books, Sage 50, FreshBooks, Wave, OneUp) to serve clients across technology, healthcare, manufacturing, real estate, construction, legal, and other industries throughout the United States.
Is Prime Ledger a public or private company?
Prime Ledger is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Prime Ledger founded?
Prime Ledger was founded in 2017. It employs 1 to 10 people.
Where is Prime Ledger based?
Prime Ledger is headquartered in Great Neck, United States, in the North America region.
How does Prime Ledger make money?
One revenue line is on record: financial Services (Outsourced).
Who are Prime Ledger's main competitors?
Direct peers on record are Bench, Pilot, Kruze Consulting, Bookkeeper360, Botkeeper, 1-800Accountant and CFOshare.
Does Prime Ledger have an API?
No public API is recorded for Prime Ledger.
What industry is Prime Ledger in?
Prime Ledger's product category is Outsourced Finance & Accounting Services. Its primary akta.pro industry code is FSAGAEAI, High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking). Its NAICS code is 54121 and its SIC code is 6199.