We like tidy books and plain answers.
Ledgerline started in 2015 in a shared office above a Denver bakery. Eleven years later we close the books for 410 small businesses, and the bakery is still a client.
What we believe.
Every number has a source.
If we can't tie a transaction to a statement or receipt, we ask instead of guessing.
Reports should be readable.
Every close comes with a short summary in plain English, not just three financial statements.
Deadlines are early, not on time.
Filings go out at least three business days before they're due.
The team.
Ran the books for her family's hardware store at 16. Started Ledgerline in 2015.
Prepares business returns and leads year-end handoffs to client CPAs.
Specializes in restaurants, cafés and multi-location retail.
Keeps 120 payrolls running on time and quarterlies filed early.
Demo figures for a fictional firm.
How we keep your data safe.
We connect with read-only bank feeds, store documents in an encrypted client portal and require two-factor sign-in for every staff account.
- Read-only access to bank and card accounts
- Encrypted document portal, no email attachments
- Two-factor authentication for all staff
- Annual security training and background checks
- Signed confidentiality agreement with every client