A better accounting firm for startups

Ledger & Tax combines professional accountants with modern technology to put your accounting on autopilot, so you can focus entirely on building your business.

Become a Client
Log In

We are currently in private beta. Sign up to get your invitation.

A better accountant for startups

A dedicated controller for your startup

Your CPA will take care of your day-to-day accounting so you can get back to running your business


We record your transactions, reconcile your accounts, manage invoices / payables, and prepare month-end financial statements.


We prepare and file your taxes to keep you compliant - from 1099s to sales tax to annual state & federal income taxes.


We will help you setup your payroll & benefits and ensure that your employees get paid on time, every time.


 We decode your financials to deliver metrics such as unit profitability, burn rate, and runway so you can scale your business confidently.

"Ledger & Tax pairs you with an experienced, in-house CPA who understands the unique dynamics of a startup and becomes a trusted advisor to the founders adding tremendous value beyond just tracking your financials."

- Adi Avad (Co-Founder, SafetyStratus)

Built for Startups. Designed to Scale.

Built for startups. Designed to scale.

You don't have to explain SAFE, convertible notes or liquidation preference to us. We understand startup finance because Ledger & Tax is built by serial entrepreneurs and CPAs from the world's most prestigious acounting firms.

From accrual-basis bookkeeping to GAAP financials, preparing tax returns to analyzing R&D tax credits - we are with you at every step of your journey so you can scale your business confidently knowing your financials are in order.


Which type of companies is Ledger & Tax best suited for?

Although our service is primarily designed for early-stage technology ventures, we think Ledger & Tax is a great match for any innovative startup regardless of industry. In our experience, companies with fewer than 50 employees typically find it significantly more cost-efficient to outsource than to hire full-time accountants. If you’re not sure whether Ledger & Tax is right for you, please get in touch with us.

How is Ledger & Tax different from other online bookkeeping & tax companies?

We designed our service to give you maximum freedom to spend your time where it matters most for your business. With Ledger & Tax, you get an experienced CPA who manages all your bookkeeping, tax compliance and payroll for an affordable, flat monthly subscription fee. Our accountants work in-house and are always plugged in to provide concierge-level support and answer any questions you may have. 

What type of accounting method does Ledger & Tax use?

Our goal is to build a solid financial foundation for your company that can scale with your business. For that reason, we provide the majority of our clients with accrual basis accounting, which is the standard accounting method used by many private and all public companies.  

What's the difference between accrual and cash-basis accounting?

Cash-basis accounting only tracks when money enters or leaves a bank account. Accrual method records when revenue was earned or expenses incurred giving you a more accurate view of your company's financial position. Most institutional investors require accrual-basis and Ledger & Tax sets you up with accrual-basis from day one to avoid a difficult transition later as your business scales.

How do taxes work with Ledger & Tax?

We offer a fully-integrated solution that includes both bookkeeping and tax compliance. As your accountants, we already understand your business at a fairly intricate level allowing us to do your taxes efficiently and accurately. Tax returns that we file for you come packaged with complete audit defense, so you can stay at ease knowing that you are covered in the unlikely event you receive an IRS notice. 

However, if you decide to have someone else do your taxes, we can easily hand off the books we've prepared to the tax prep firm of your choice for no extra charge.  

How does pricing work?

Our pricing is a flat monthly subscription where you pay for the services you use based on your company's average monthly expense rate over the past 3 months. Plus, we offer all our clients a 30-day risk-free trial to experience our service. 

Ready to get started?

Become a Client

founders@ledgerandtax.com | San Francisco, CA

© 2019 Ledger & Tax, Inc.