Clear books.
Calm tax seasons.

Ledgerly is a small practice of qualified accountants for freelancers, families and growing businesses. Fixed fees agreed up front, a named accountant, and replies within one business day.

Book a free call

See pricing

4.85

14 years in business

180+ reviews

Elena Ruiz, Founding Partner at Ledgerly

Reviewed and signed by

Elena Ruiz

Founding Partner · 18 years

CPA

CPA certified

CFA

CFA member

What clients kept last season,

in plain numbers.

$2,850

Average extra refund found on personal returns we took over from another preparer

$2,850

Average extra refund found on personal returns we took over from another preparer

$9,400

Average tax saved per small business client through year-round planning

$9,400

Average tax saved per small business client through year-round planning

$0

In late-filing penalties across 1,900 payroll runs

11 hrs

Of admin handed back to business owners each month, on average

Averages across Ledgerly clients in the 2025 tax season. Your results depend on your circumstances.

Trusted by 400+ small businesses and the people who run them

Northfield & Co.

HARBOR DENTAL

Oak + Iron

meridian studio

Bloom Bakehouse

Fennel & Fig

Trusted by 400+ small businesses and the people who run them

Northfield & Co.

HARBOR DENTAL

Oak + Iron

meridian studio

Bloom Bakehouse

Fennel & Fig

Trusted by 400+ small businesses and the people who run them

Northfield & Co.

HARBOR DENTAL

Oak + Iron

meridian studio

Bloom Bakehouse

Fennel & Fig

Everything your numbers need,

handled in one place.

Tax, bookkeeping, payroll and advice under one roof, from people who know your numbers as well as you do.

Everything your numbers need,

handled in one place.

Tax, bookkeeping, payroll and advice under one roof, from people who know your numbers as well as you do.

Tax preparation

Personal and business returns filed accurately and on time, with year-round planning.

From $450

Monthly bookkeeping

Reconciled books every month and reports you can actually read, so year-end takes days, not weeks.

From $290 / mo

Payroll

Pay runs, payslips and payroll filings handled on schedule, for teams of one to fifty.

From $90 / mo

Business advisory

Cash flow forecasts, pricing and growth decisions, with an accountant who already knows your numbers.

From $350 / mo

Catch-up bookkeeping

Months or years behind? We rebuild your records and get you current, on a fixed quote.

Quoted per project

Year-end accounts

Year-end adjustments and financial statements prepared properly, ready for your tax return and your bank.

From $650

One call to get started,

then we take it from here.

No long onboarding forms and no hourly billing. Here is what working with us looks like.

One call to get started,

then we take it from here.

No long onboarding forms and no hourly billing. Here is what working with us looks like.

1

20 minutes · free

Free 20-minute call

Tell us where things stand. We ask a few questions and tell you honestly whether we’re the right fit.

2

Within 2 business days

A fixed quote, in writing

You get a clear scope and price before any work starts. No hourly billing, no surprise invoices.

3

From day one

Your accountant takes over

We set up your secure portal, collect what we need, and keep you posted at every step.

Who we usually work with,

and what we take off their plate.

Payroll run

8 staff · paid Friday

Owner-run businesses

Cafés, shops, studios and clinics with a team of one to fifty.

You run the place. We reconcile the books every month, run payroll and file on time, so the numbers are ready when you need to make a call.

We usually handle

Monthly bookkeeping

Payroll

Business tax returns

Payroll run

8 staff · paid Friday

Owner-run businesses

Cafés, shops, studios and clinics with a team of one to fifty.

You run the place. We reconcile the books every month, run payroll and file on time, so the numbers are ready when you need to make a call.

We usually handle

Monthly bookkeeping

Payroll

Business tax returns

Payroll run

8 staff · paid Friday

Owner-run businesses

Cafés, shops, studios and clinics with a team of one to fifty.

You run the place. We reconcile the books every month, run payroll and file on time, so the numbers are ready when you need to make a call.

Receipts matched

42 this month

Trades and service pros

Contractors, electricians, cleaners, salons and repair crews.

Your office is a van or a chair. Snap a receipt and we match it to the job, show what each job actually earned, and set tax aside as you go.

We usually handle

Receipt capture

Job costing

Quarterly tax planning

Receipts matched

42 this month

Trades and service pros

Contractors, electricians, cleaners, salons and repair crews.

Your office is a van or a chair. Snap a receipt and we match it to the job, show what each job actually earned, and set tax aside as you go.

We usually handle

Receipt capture

Job costing

Quarterly tax planning

Receipts matched

42 this month

Trades and service pros

Contractors, electricians, cleaners, salons and repair crews.

Your office is a van or a chair. Snap a receipt and we match it to the job, show what each job actually earned, and set tax aside as you go.

Set aside for tax

$3,150 this quarter

Freelancers and consultants

Designers, developers, writers, coaches and other one-person businesses.

You bill the clients; we handle the rest. Deductions you can defend, a set-aside figure for every invoice, and a return filed without the deadline scramble.

We usually handle

Self-employed tax returns

Expense tracking

Tax set-asides

Set aside for tax

$3,150 this quarter

Freelancers and consultants

Designers, developers, writers, coaches and other one-person businesses.

You bill the clients; we handle the rest. Deductions you can defend, a set-aside figure for every invoice, and a return filed without the deadline scramble.

We usually handle

Self-employed tax returns

Expense tracking

Tax set-asides

Set aside for tax

$3,150 this quarter

Freelancers and consultants

Designers, developers, writers, coaches and other one-person businesses.

You bill the clients; we handle the rest. Deductions you can defend, a set-aside figure for every invoice, and a return filed without the deadline scramble.

Next year planned

Review booked for Thursday

Individuals and families

Households with rental income, investments, side work or a big change in life.

When a return stops being simple, we prepare it properly and plan the year ahead, so there are no surprises and nothing left on the table.

We usually handle

Personal tax returns

Rental and investment income

Year-ahead planning

Next year planned

Review booked for Thursday

Individuals and families

Households with rental income, investments, side work or a big change in life.

When a return stops being simple, we prepare it properly and plan the year ahead, so there are no surprises and nothing left on the table.

We usually handle

Personal tax returns

Rental and investment income

Year-ahead planning

Next year planned

Review booked for Thursday

Individuals and families

Households with rental income, investments, side work or a big change in life.

When a return stops being simple, we prepare it properly and plan the year ahead, so there are no surprises and nothing left on the table.

1 accountant.

1 fixed fee.

The person who prepares your return is the person who answers your email. Your fee is agreed in writing before any work begins, and it does not change because you asked a question.

See our fees

An accountant explaining a client's figures across a desk

Simple, fixed monthly fees,

agreed before we start.

Every plan includes a named accountant and replies within one business day. Need something different? We will quote it.

Simple, fixed monthly fees,

agreed before we start.

Every plan includes a named accountant and replies within one business day. Need something different? We will quote it.

Essentials

For freelancers and sole proprietors who want their taxes handled properly.

$190

/ month

Billed monthly. Cancel anytime.

  • Personal and business tax returns

  • Reminders before every filing deadline

  • Secure document portal

  • Email support with 1-day replies

Get started

Growth

Most popular

For small businesses that want clean books every month and taxes handled.

$490

/ month

Billed monthly. Cancel anytime.

  • Everything in Essentials

  • Monthly bookkeeping and reports

  • Payroll for up to 10 people

  • Quarterly review call

Get started

Advisory

For growing companies that need forecasting and a finance partner.

$1,250

/ month

Billed monthly. Cancel anytime.

  • Everything in Growth

  • Cash flow forecasts and budgets

  • Monthly advisory meeting

  • Priority phone support

Talk to us

Example fees shown. All prices exclude applicable taxes.

Compare all plans

Fewer surprises,

more time back.

Fewer surprises,

more time back.

Fewer surprises,

more time back.

4.85

14 years in business

180+ reviews

“

For the first time in eight years of running the studio, I actually understand my numbers. Quarterly check-ins alone have paid for the fee twice over.

MO

Maya Okafor

Founder, Okafor Design Studio

“

For the first time in eight years of running the studio, I actually understand my numbers. Quarterly check-ins alone have paid for the fee twice over.

MO

Maya Okafor

Founder, Okafor Design Studio

“

For the first time in eight years of running the studio, I actually understand my numbers. Quarterly check-ins alone have paid for the fee twice over.

MO

Maya Okafor

Founder, Okafor Design Studio

“

They found two years of missed deductions in our first meeting and set up bookkeeping that actually runs itself.

JW

James Whitaker

Owner, Whitaker Plumbing

“

They found two years of missed deductions in our first meeting and set up bookkeeping that actually runs itself.

JW

James Whitaker

Owner, Whitaker Plumbing

“

They found two years of missed deductions in our first meeting and set up bookkeeping that actually runs itself.

JW

James Whitaker

Owner, Whitaker Plumbing

“

Clear fees, clear answers, and nobody makes me feel silly for asking. That is rarer than it should be.

PN

Priya Nair

Freelance researcher

“

Clear fees, clear answers, and nobody makes me feel silly for asking. That is rarer than it should be.

PN

Priya Nair

Freelance researcher

“

Clear fees, clear answers, and nobody makes me feel silly for asking. That is rarer than it should be.

PN

Priya Nair

Freelance researcher

The people behind your numbers,

not a support queue.

Every client works with a named accountant from our team, backed by a partner who reviews the work.

The people behind your numbers,

not a support queue.

Every client works with a named accountant from our team, backed by a partner who reviews the work.

DR

Elena Ruiz

Founding Partner

Qualified accountant · 18 years

GL

Grace Liu

Tax Partner

Tax advisor · 11 years

MB

Marcus Bell

Head of Bookkeeping

Certified bookkeeper · 9 years

The dates that matter,

tracked for you.

We remind every client ahead of each filing date and have the paperwork ready before it is due.

The dates that matter,

tracked for you.

We remind every client ahead of each filing date and have the paperwork ready before it is due.

Jan

15

Fourth quarterly installment due

Last estimated payment for the previous tax year, for individuals and sole proprietors.

Individual

Jan

15

Fourth quarterly installment due

Last estimated payment for the previous tax year, for individuals and sole proprietors.

Individual

Jan

31

Year-end payroll forms due

Annual pay summaries go to employees and contractors, with copies filed.

Payroll

Jan

31

Year-end payroll forms due

Annual pay summaries go to employees and contractors, with copies filed.

Payroll

Feb

28

Annual payroll reconciliation

Confirm that tax withheld across the year matches what was paid in.

Payroll

Feb

28

Annual payroll reconciliation

Confirm that tax withheld across the year matches what was paid in.

Payroll

Mar

15

Business tax returns due

Partnership and corporate returns, or file for an extension by this date.

Business

Mar

15

Business tax returns due

Partnership and corporate returns, or file for an extension by this date.

Business

Example dates for illustration. Your deadlines depend on where you live and how your business is set up.

See all deadlines

Questions, answered

before you ask.

Let’s get your books

in order this year.

Tell us where things stand. We’ll tell you what it takes to fix it, what it costs, and how soon we can start. No obligation.

Book a free call

or call (555) 014-2290

Let’s get your books

in order this year.

Tell us where things stand. We’ll tell you what it takes to fix it, what it costs, and how soon we can start. No obligation.

Book a free call

or call (555) 014-2290

Let’s get your books

in order this year.

Tell us where things stand. We’ll tell you what it takes to fix it, what it costs, and how soon we can start. No obligation.

Book a free call

or call (555) 014-2290

Talk to an accountant,

not a sales team.

Office

14 Mercer Street, Suite 300

Your City, Postcode 00000

Phone

(555) 014-2290

Email

hello@ledgerly.co

Hours

Monday to Friday, 9am–5pm

Start with a few details

Takes about two minutes. A named accountant reads every enquiry and replies within one business day.

We only use these details to reply to your enquiry. No mailing lists.

Create a free website with Framer, the website builder loved by startups, designers and agencies.