Chartered advisory · Established 2004
Financial clarity for the decisions that compound.
Tax strategy, outsourced CFO advisory and disciplined monthly reporting for founders and professional partnerships who expect their accountant to have an opinion.
22
Years in practice
94%
Client retention
3,400+
Returns filed
180
Advisory clients
Engagements
Four ways we work with owners.
Each engagement carries a defined scope, a fixed fee and a named partner accountable for the outcome.
Why Ledger
Judgement, not just compliance.
A partner on every file
The person who quotes the work is the person who signs it and answers the phone.
Plain-language reporting
Every pack is written for the decision-maker, with the technical appendix behind it.
Fixed fees, agreed first
You will never receive an invoice for a phone call you did not expect to pay for.
Forward calendar
Planning conversations are scheduled in January, not triggered by a filing deadline.
Sector expertise
Depth where it changes the answer.
- Professional partnershipsLaw, architecture, medical groups
- Founder-led companies$2M – $40M revenue
- Family enterprisesSuccession and holding structures
- Real estate holdingsCost segregation and 1031 planning
Client outcomes
Work that shows up in the balance sheet.
$1.4M
Recovered through a three-year amended filing programme for a multi-state architecture partnership.
11 days
Reduction in monthly close time for a manufacturer after a full systems and process rebuild.
4.2×
Valuation multiple achieved at exit for a founder-led services firm we advised through diligence.
Insights
From the partners' desk.
Consultation
Forty-five minutes. A written recommendation. No fee.
Bring two years of returns and a question you have been putting off. You will leave with a position, in writing.