What LedgerWay does

LedgerWay, Inc. is a US-based professional services firm providing accounting, tax preparation, bookkeeping, IRS audit representation, and fractional CFO advisory to growth-stage small businesses, operating under a Delaware-incorporated holding structure paired with Accounting Management and Advisory Services, Inc. (AMS CPAs), a separately licensed Florida CPA firm, via an Alternative Practice Structure (APS). Services span business and individual tax preparation, proactive tax planning, monthly bookkeeping and reconciliation, IRS audit support with up to $1M audit protection coverage, virtual/fractional CFO advisory including cash flow forecasting and financing readiness, and small business growth support offering access to funding partners and tech stack recommendations (QuickBooks Online, Gusto, Ramp, Brightwell, Homegrown). Internally rolled-up legacy brands (Creal & Creal, Levy Sapin Ko and Freeman, Insogna CPA) operate as wholly-owned divisions under the LedgerWay banner, and the firm presents a unified customer-facing relationship while structurally complying with AICPA professional conduct rules that bar non-CPA entities from providing attest services.

The go-to-market is sales-led with dedicated named client teams delivering custom-priced subscription engagements rather than standardized tiers; pricing is set after an initial consultation and varies by business complexity, revenue range (target clients at $300K–$10M annual revenue), and scope. Distribution combines nine physical offices in five metros (Atlanta ×2, Los Angeles ×3, Austin, Tampa, Houston) with a nationwide virtual CPA channel offering the same quality tier coast-to-coast. Customer segments span solopreneurs ($300K–$1M), growing businesses ($1M–$5M, the primary segment), and established businesses ($5M+), with vertical specialization in real estate, contractors and home services, and entertainment/media including Georgia Film Tax Credit expertise. Marketing centers on blog content, podcasts, client testimonials, and Google Reviews (4.8/5), with the firm leveraging a Dave Ramsey Endorsed Local Provider designation and multiple Inc. Magazine recognitions for inbound trust.

The revenue model is recurring professional services with custom subscription billing; 5,100+ active small business clients are served across all locations and 52+ industries. Technology layer is composed primarily of third-party platforms integrated into the recommended client stack (QuickBooks, Gusto, Ramp, Brightwell, Alternative Payments), with no proprietary AI models, patents, or in-house data assets disclosed. Firmographic data indicates year_founded 2023 with 11–50 employees, despite marketing claims of "50+ years serving small businesses" that reflect the legacy of the acquired brand portfolio rather than continuous single-entity operation. A January 2025 funding round with Upper90 has supported subsequent geographic and product expansion.

Name

LedgerWay

Legal name

LedgerWay, Inc.

Website

https://theledgerway.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

51–100 employees

Short description

LedgerWay is a US-based accounting, tax, and fractional CFO advisory firm serving 5,100+ growth-minded small businesses ($300K–$10M revenue) across Atlanta, Los Angeles, Austin, Tampa, Houston, and a nationwide virtual channel, delivered via dedicated client teams and custom subscription pricing.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting, Tax, and Advisory: LedgerWay generates revenue through subscription-based professional services including tax preparation, bookkeeping, CFO advisory, and business consulting. Services are customized and priced based on business complexity and scope of engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

LedgerWay delivers subscription-based accounting, tax preparation, bookkeeping, IRS audit representation, CFO advisory, and small business growth support to U.S. small businesses. Services are delivered through dedicated client teams across nine physical offices and a nationwide virtual channel, with pricing customized by business complexity and revenue size ($300K-$10M+). The firm operates under an Alternative Practice Structure alongside a separately licensed CPA entity, AMS CPAs, enabling bundled delivery of non-attest advisory and licensed attest services.

Product overview

LedgerWay is an accounting and tax advisory firm providing a unified suite of professional services for small businesses. The core offering combines Business Tax Preparation, Individual Tax Preparation, Tax Planning & Strategy, Bookkeeping & Accounting, IRS Audit Representation, and CFO Advisory/Fractional CFO Services into one integrated relationship. Additional services include Small Business Growth Support (access to funding, M&A advisory, technology stack optimization) and a Client Portal for secure document exchange. Services are delivered through physical offices in Atlanta, Austin, Houston, Los Angeles, Tampa, and virtual delivery nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Tax Preparation Tax preparation services for businesses including multi-state filing, S-corp, partnership, and LLC returns, prior-year and amended returns; targeting growth-minded U.S. small business owners.
• Individual Tax Preparation Tax preparation services for individual taxpayers covering various income sources and filing situations; complementary to business tax services for small business owner-operators.
• Tax Planning & Strategy Proactive year-round tax planning including S-corp election and entity structuring, quarterly estimated tax planning, deduction and credit optimization, and year-end tax strategy for small businesses.
• Bookkeeping & Accounting Monthly bookkeeping and reconciliation, financial reporting, cash flow tracking, payroll coordination, and accounts payable/receivable management for small business clients.
• IRS Audit Representation Full IRS audit response and representation, correspondence management, penalty abatement support, and audit protection coverage up to $1 million for small business clients.
• CFO Advisory / Fractional CFO Services Virtual and fractional CFO and controller services including cash flow forecasting, growth and hiring decision support, financing and loan readiness, KPI tracking, financial modeling, weekly strategic finance working sessions, and fundraising support for growing small businesses.
• Small Business Growth Support Growth capital access via partner lenders (e.g., Homegrown expansion loans), buy/sell-side business advisory, and technology stack recommendations integrating QuickBooks, Gusto, Ramp, and Brightwell with partner discounts.

Quantifiable outcome

• $25K annual tax savings for septic company, enabling 401k funding for 12 employees
• +3 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Alternative PaymentscoreGTM or Marketing Partner · 3 June 2026Strategic partnership to deliver AI-powered accounts receivable automation to over 5,000 small businesses across North America. LedgerWay will make Alternative Payments' AR automation suite—including AI workflow automation, automated invoicing, secure payment portals, and real-time payment tracking—available as its recommended solution for clients, providing faster collections, improved cash flow, and integrated AR management tools.
• QuickBooks OnlinecoreTechnology or IntegrationTechnology integration partner for bookkeeping and accounting services. LedgerWay helps clients build and optimize their tech stack with QuickBooks Online, providing implementation, optimization, and ongoing support.
• GustocoreTechnology or IntegrationHR and payroll services integration partner. LedgerWay provides tech stack recommendations and discounts for Gusto's online HR services including payroll, benefits, and HR tools.
• RampcoreTechnology or IntegrationAI operating system for accounting integration. LedgerWay implements and optimizes Ramp's platform to help clients reduce manual work and improve financial visibility.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BDO USA: Top-10 US accounting firm providing tax, audit, and advisory to mid-market and SMB clients. Comparable to LedgerWay on the SMB/mid-market tax and advisory lines but operates at significantly larger scale and full-service breadth.
• Intuit QuickBooks Live: Intuit's bundled bookkeeping service pairing QuickBooks software with human bookkeepers. Competes with LedgerWay's bookkeeping offering for very small businesses and represents the platform-driven incumbent threat to traditional CPA firms.
• RSM US: Major US accounting and advisory firm focused on middle-market businesses. Comparable to LedgerWay's growth and established SMB segments on tax and advisory, though operating at much greater scale with full audit capabilities.

Direct peers

• Whinot: Outsourced bookkeeping and accounting services for SMBs with subscription-based pricing. Comparable to LedgerWay's recurring bookkeepin...
• 1-800Accountant: Virtual accounting and tax services for SMBs and individuals across the US. Directly comparable to LedgerWay's virtual CPA delivery model, broad SMB customer base, and integrated tax + bookkeeping + advisory offerings.
• Bench (by Employer.com): Online bookkeeping and tax services for small businesses, combining software with dedicated bookkeepers. Directly competes with LedgerWay's bookkeeping and tax-preparation offering for the same SMB segment, with a stronger self-serve/PLG motion.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services for SMBs and startups. Directly comparable to LedgerWay's target customer (small businesses), service mix (bookkeeping + tax + CFO advisory), and horizontal SMB focus, though Pilot skews more venture-backed/startup.
• CFO Pro Partners (Anders CPAs): Outsourced CFO and controller services for SMBs combined with tax and bookkeeping. Directly comparable to LedgerWay's integrated CFO advisory + bookkeeping + tax model targeting growing US businesses.

Emerging players

• Paro: Marketplace for fractional CFO, controller, and finance talent serving SMBs. Directly comparable to LedgerWay's fractional CFO advisory offering and competes for the same growing-business segment.
• Botkeeper: AI-powered bookkeeping automation platform serving accounting firms and SMBs. Overlaps with LedgerWay's bookkeeping service line and competes for the same end SMB customer, with a more software-led/automation-led approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/LedgerWayInc
• LinkedInlinkedin.com/company/ledgerway

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

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 LedgerWay