Q4 planning calls are open: lock in your 2026 tax strategy before December 31

Accounting for owners, not accountants

Know your numbers by the 10th

Ledgerline closes your books every month, files your taxes on time and tells you what the numbers mean in plain English. One flat fee. One advisor who knows your business.

Free 30-minute call. No commitment, no sales script.

Editorial photograph of a calm modern accounting office in a converted brick warehouse, two advisors in relaxed…

Certified on the tools you already use

  • QuickBooks Online ProAdvisor
  • Xero Gold Partner
  • Gusto
  • Bill.com
  • Minnesota Society of CPAs
  • AICPA

What changes when you work with us

Fewer surprises. Better decisions.

Most owners come to us after a rough April. Here is what the year looks like afterwards.

Books closed monthly

Reconciled accounts and a clean profit and loss in your inbox by the 10th of every month.

Taxes planned, not guessed

Quarterly estimates calculated from real numbers, so there is no five-figure shock in spring.

A real person, fast

Your advisor answers within one business day. No ticket queue, no rotating juniors.

Cash you can see coming

A rolling 13-week cash forecast that tells you when to hire, buy or hold off.

Audit-ready files

Receipts matched, payroll filed and every return backed by a documented workpaper.

Secure by default

Encrypted client portal, multi-factor login and no tax documents sent by email.

A senior financial advisor, a Scandinavian man in his late forties with a navy sweater, walking a female business…

$412k

Average credit line secured for CFO clients in 2025

Fractional CFO

A finance lead without the full-time salary

When you outgrow a bookkeeper but are not ready for a $180,000 hire, our CFO partners step in. Budgets, pricing, lender packages and the board deck, a few days a month.

  • Annual budget and monthly variance review
  • 13-week cash flow forecast
  • Pricing and margin analysis by product line
  • SBA and bank loan packages
  • Investor and board reporting

Ledgerline in numbers

Twin Cities businesses on monthly plans
240+
Twin Cities businesses on monthly plans
Day of the month your books are closed
10th
Day of the month your books are closed
Average reply time from your advisor
1 day
Average reply time from your advisor
Client retention over the last three years
97%
Client retention over the last three years

Getting started

From shoebox to clean books in 30 days

  1. 1

    Free discovery call

    Thirty minutes to understand your business, your software and what is keeping you up at night.

  2. 2

    Fixed-fee proposal

    A written scope and monthly price within two business days. No hourly billing, ever.

  3. 3

    Cleanup and setup

    We connect your bank feeds, catch up past months and build a chart of accounts that fits.

  4. 4

    Your first close

    By day 30 you get reconciled books, a one-page summary and a call to walk through it.

Client stories

Owners who sleep better in April

“We had three years of messy books and a sales tax notice from the state. Ledgerline cleaned it up in five weeks and negotiated the penalty down by half.”
RTRachel ThompsonOwner, Northbound Outfitters
“Marcus built our first real budget and a lender package in the same quarter. We closed a $350,000 line of credit with our community bank on the first try.”
TRTomás ReyesCo-founder, Ferro Fabrication
“I finally understand my margins. The monthly summary is one page and I actually read it, usually with my coffee on the 11th.”
AMAisha MohamedFounder, Lake Street Dental Lab
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Start the new year with clean books

Book a free 30-minute call. You will leave with at least one thing to fix, whether you hire us or not.

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