LedgerFi
For LedgerFi
Is this your company?
Edverise AI compiled this profile from public information so buyers could find you. Claim it to edit every field, add your portfolio and respond to reviews.
Claim & verify for free
Manage the listing yourself. Verify by work email or company domain to earn the verified badge.
Suggest an edit
Not ready to claim? Send a correction and our team will review and update verified factual errors.
Overview
10 - 49
Employees
2022
Year Founded
ABOUT LEDGERFI
You change the world we'll handle the books.
LedgerFi was established by accounting and tax experts from diverse backgrounds who were frustrated with how small and medium-sized businesses were often overlooked. The company collaborates with leading fintech firms globally to develop innovative strategies that assist small businesses in organizing their finances and promoting growth. Rather than being just another financial firm, LedgerFi aims to transform the future for small businesses.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
2022
Year Founded
Services
Focus
Industries
Clients
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Strategy & Planning
About the Team
OUR STORY
LedgerFi was created by passionate tax professionals determined to transform bookkeeping for small businesses. Recognizing that small enterprises deserve the same financial support larger companies enjoy—without overwhelming costs or jargon—LedgerFi offers more than traditional bookkeeping. Every bookkeeper is a licensed tax professional, providing personalized guidance, advice, and coaching tailored to your needs. Unlike typical tech solutions, LedgerFi doesn’t trap your data; you retain full ownership and flexibility with your financial information. Clients praise LedgerFi for understanding business nuances, offering strategic insights, and simplifying tax complexities. Whether you’re organized or struggling financially, LedgerFi aims to empower you with expert strategies to optimize costs and monitor key metrics. Their mission is to be the trusted financial expert by your side every step of the way.
Locations
Headquarters
20065 Stevens Creek Boulevard B-1B
Cupertino, California, United States 95014