What LedgerGurus does

LedgerGurus is a Utah-headquartered, privately held outsourced accounting firm founded in 2014 that provides professional services exclusively to consumer-products ecommerce brands doing $3 million or more in annual revenue. The firm delivers four core service lines — monthly ecommerce accounting built on QuickBooks Online and A2X, fractional CFO advisory, inventory and COGS advisory, and multi-state sales tax compliance — supplemented by channel-specific modules for Amazon and Shopify sellers and a library of free downloadable tools (inventory forecasting template, tariff impact calculator, exit checklist). Underlying technology is third-party-platform-based rather than proprietary: the firm integrates QuickBooks Online (primary ledger), A2X (multi-channel sales reconciliation including Amazon, Shopify, Walmart, TikTok Shop, eBay, Etsy), inventory management systems (Cin7, Finale Inventory, Katana), and BI dashboards (Grow) into repeatable client workflows.

The business is bootstrapped with no disclosed funding rounds. Revenue is generated through subscription-based monthly engagements with custom, quote-based pricing discovered via free discovery calls. Go-to-market is sales-led and account-based, targeting founders and CFOs of 7- and 8-figure DTC brands who have outgrown generalist accountants. Distribution is primarily direct via the firm website, with content marketing (podcast, YouTube, newsletter, webinars, free templates) functioning as a top-of-funnel demand engine.

The team has grown from 2 founders to 65+ employees distributed across 9 US states (32% full-time, 68% part-time), and the firm has hired and trained more than 150 accountants over its 10-year history. Leadership is co-founder-led by CEO Brittany Brown (CPA, QuickBooks Online Advanced ProAdvisor, Intuit Partner Council member) and COO Stephen Brown. The company holds recognized partner status with Intuit, A2X, and Cin7, and has co-developed a Client Accounting Services curriculum with Utah Valley University to build its talent pipeline.

Name

LedgerGurus

Legal name

LedgerGurus

Website

https://ledgergurus.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

LedgerGurus is a Utah-based outsourced ecommerce accounting firm providing bookkeeping, fractional CFO advisory, inventory/COGS, and sales tax compliance services exclusively to 7- and 8-figure consumer-products ecommerce brands doing $3M+ in annual revenue.

Ownership category

akta.pro rank

Product category

Ecommerce Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211)

SIC

Services-Management Services (8741)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Ecommerce accounting services
• Bookkeeping for ecommerce
• CFO advisory services
• Sales tax compliance
• Inventory and COGS accounting

Headquarters

HQ city

American Fork

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Ecommerce Accounting Services: Monthly bookkeeping and accounting services for ecommerce brands including A2X + QuickBooks setup and management, multi-channel reconciliation, and monthly reporting
2. CFO Advisory Services: Strategic financial leadership including cash flow planning, budgeting, forecasting, KPI dashboards, growth strategy, and capital planning
3. COGS & Inventory Advisory: Inventory and COGS consulting including landed cost calculations, SKU-level reporting, and IMS selection consulting
4. Sales Tax Compliance: Nexus analysis, VDAs, audit support, and sales tax filings for multi-state ecommerce businesses

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

LedgerGurus is an outsourced accounting and advisory firm that provides monthly ecommerce bookkeeping, multi-channel reconciliation (A2X + QuickBooks Online), CFO advisory, inventory/COGS accounting, and multi-state sales tax compliance. Services are purpose-built for 7- and 8-figure direct-to-consumer ecommerce brands doing $3M+ in revenue, and are delivered remotely by a distributed team of accountants.

Product overview

LedgerGurus is an outsourced ecommerce accounting firm that offers a suite of professional services organized around the financial complexities of online selling, supplemented by free downloadable tools. The core service portfolio consists of four main service lines: Ecommerce Accounting (bookkeeping with A2X + QuickBooks Online), CFO & Advisory Services, Inventory & COGS Advisory, and Sales Tax & Compliance — each available as standalone services or bundled. Channel-specific add-on modules cover Amazon Accounting and Shopify Accounting. LedgerGurus also provides QBO + A2X Setup as a distinct consulting engagement. Complementing the service offerings is a library of free Excel templates and checklists including an Inventory Forecasting Template, Tariff Impact Calculator, Inventory & COGS Template, Ecommerce Budgeting Template, Marketing Budget Calculator, Ecommerce Exit Strategy Checklist, Cost Cutting Quick Wins Checklist, and an End-of-Year Sales Tax Checklist. The company targets 7- and 8-figure ecommerce brands and is headquartered in Utah.

Differentiator

Problem solved

Functional benefit

Products and services

• CFO & Advisory Services Strategic financial leadership for ecommerce brands doing $3M+ in revenue, providing cash flow planning, scenario planning, budgeting, forecasting, KPI dashboards, growth strategy, capital planning, and channel profitability analysis without the cost of a full-time CFO.
• Ecommerce Accounting Monthly outsourced bookkeeping built for ecommerce, including A2X + QuickBooks Online setup and management, multi-channel and payment processor reconciliation, monthly reporting with actionable insights, and payroll/AP/AR management for 7- and 8-figure consumer products brands.
• Inventory & COGS Advisory Monthly COGS accounting matched to client data quality, inventory account reviews with periodic true-ups, and advisory support for landed costs, bundles, returns, SKU-level reporting, and IMS selection and workflow consulting for ecommerce brands.
• Sales Tax & Compliance Multi-state sales tax compliance for ecommerce brands, including nexus analysis, comprehensive sales tax support, Voluntary Disclosure Agreements (VDAs), and audit support to help online sellers avoid penalties across multiple jurisdictions.
• QBO + A2X Setup and Consulting One-time setup and consulting engagement that configures QuickBooks Online and A2X for ecommerce brands, including chart of accounts, connector setup, and workflow design for multi-channel reconciliation.
• Amazon Accounting Services Specialized accounting services for Amazon sellers, covering FBA reconciliation, Amazon fee analysis, A2X integration for order-to-report automation, and channel-specific profitability reporting.
• Shopify Accounting Services Specialized accounting services for Shopify sellers, covering Shopify Payments reconciliation, Sales Tax by State setup, and multi-channel integration with other sales platforms.
• Inventory Forecasting Template Free downloadable Excel template that helps ecommerce sellers plan inventory purchases and forecast demand by individual SKU using historical sales data, lead times, and total order cost estimates.
• Tariff Impact Calculator Free downloadable Excel calculator for ecommerce sellers to analyze how tariffs affect COGS, expenses, and net income, and to run what-if scenarios for pricing changes and price elasticity.
• Inventory & COGS Template Free downloadable spreadsheet for ecommerce sellers to track inventory counts, reconcile quantities, calculate COGS per SKU, and keep product costs organized, with built-in formulas and a step-by-step video guide.
• Ecommerce Budgeting Template Free downloadable Excel template for ecommerce businesses to forecast sales, budget for COGS (product costs, shipping, fulfillment), plan operating expenses and payroll, and build a scalable financial plan.
• Ecommerce Marketing Budget Calculator Free downloadable calculator and guide for ecommerce brands to determine the right marketing budget based on COGS, ROAS, and overhead; calculate customer acquisition cost; and run what-if scenarios to avoid overspending.
• Cost Cutting Quick Wins Checklist Free downloadable checklist for ecommerce sellers to identify waste, trim low-impact expenses, compare spending against healthy ecommerce benchmarks in fulfillment, payroll, and marketing, and protect profitability without stalling growth.
• End-of-Year Sales Tax Checklist Free downloadable checklist covering year-end sales tax compliance for ecommerce sellers, including Shopify Plus updates, audit preparation, nexus review, and multi-state responsibilities.

Quantifiable outcome

• Books turned around 10-14 days faster than previous accounting firms
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Premara GroupcoreStrategic or Co-development PartnerPartnership with Premara Group for ecommerce exit planning services. Combined expertise to provide actionable checklist for increasing company value and preparing for business exit.
• QuickBooks (Intuit)coreTechnology or IntegrationPrimary accounting platform partner. Team includes QuickBooks Online Advanced ProAdvisor and member of Intuit's Partner Council.
• A2XcoreTechnology or IntegrationOfficial A2X integration partner for Amazon seller accounting. Handles A2X + QuickBooks setup and management for clients.
• Utah Valley UniversityminorStrategic or Co-development PartnerCo-designed and co-teaching CAS (Client Accounting Services) curriculum with Professor David Waite to bridge gap between accounting education and industry needs.
• IntuitcoreStrategic or Co-development PartnerMember of Intuit Partner Council; participates in ProAdvisor program with Advanced ProAdvisor certification; engaged in CAS curriculum development partnership.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Botkeeper: Botkeeper is an AI- and human-assisted bookkeeping service targeting SMBs and accounting firms. It is an emerging player whose automated approach competes for the lower-margin bookkeeping layer that anchors LedgerGurus' recurring revenue.
• Found: Found combines a business banking account with built-in bookkeeping and tax tools aimed at self-employed and small business owners. It represents an emerging, software-led approach to bookkeeping that could pull entry-level ecommerce sellers away from specialist firms like LedgerGurus.
• Numeric: Numeric is an AI-driven accounting workflow platform aimed at accounting teams handling high-volume monthly closes. It overlaps with LedgerGurus' core monthly close and reconciliation work and represents a software-led threat to traditional outsourced bookkeeping models.

Broad incumbents

• 1-800Accountant: 1-800Accountant is an established national accounting services provider for small and mid-sized businesses, offering bookkeeping, tax, and advisory. It competes for the same buyer profile but as a generalized firm rather than an ecommerce specialist.
• Bench (now Owner): Bench is a large SMB-focused bookkeeping platform offering monthly bookkeeping, tax, and financial reporting across many verticals. It is a broad incumbent that overlaps with LedgerGurus on the bookkeeping layer but lacks LedgerGurus' ecommerce-specific tooling and advisory depth.

Direct peers

• Acuity CFO: Acuity (formerly Acuity Complete) provides ecommerce accounting, inventory management, and fractional CFO services to DTC and Amazon brands. Its niche vertical positioning and similar service lines make it one of the more direct competitors in the 7- and 8-figure ecommerce accounting space.
• Pilot: Pilot is a tech-enabled bookkeeping, tax, and CFO services firm that explicitly serves ecommerce and other venture-backed startups. It is one of the closest direct competitors to LedgerGurus in ecommerce-native monthly bookkeeping and CFO advisory, though its delivery model is more software- and AI-driven.
• CFO Hub: CFO Hub is a fractional CFO and accounting services firm built for ecommerce and SaaS companies. It overlaps with LedgerGurus on CFO advisory, cash flow forecasting, and KPI dashboards for online sellers.
• Bean Ninjas: Bean Ninjas is an outsourced bookkeeping firm focused exclusively on ecommerce sellers using Xero and inventory management integrations. It targets multi-channel DTC brands in a nearly identical ICP to LedgerGurus, differentiating on ecommerce specialization and inventory accuracy.
• Bottega Bookkeeping: Bottega is an ecommerce-specialized accounting and CFO services firm serving Shopify, Amazon, and multi-channel brands. It offers bookkeeping, sales tax, inventory and fractional CFO services directly comparable to LedgerGurus' service stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/LedgerGurus
• YouTubeyoutube.com/@LedgerGurus
• Facebookfacebook.com/LedgerGurus
• LinkedInlinkedin.com/company/10150919
• Instagraminstagram.com/ledgergurus

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LedgerGurus