Accounting · Bookkeeping · Tax · Payroll

Every number tells a story. We make sure it's a good one.

Ledgerline is the accounting partner for small businesses who want more than tax season phone calls — bookkeeping, payroll, tax prep, and advisory, handled with clarity all year round.

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Managed for clients
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Small businesses served
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What We Do

Four ways we keep your business in the black.

Click any service to learn more about how we help businesses like yours.

01

Tax Prep

Filed right, filed on time.

Federal, state, and local tax prep with proactive planning, not just April scrambling.

What's included:

  • Federal & state filing
  • Quarterly estimates
  • Tax planning strategy
  • Audit support
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02

Payroll

Payroll that runs itself.

Automated, compliant payroll so your team gets paid right, every time.

What's included:

  • Automated processing
  • Tax withholding
  • Direct deposit
  • Compliance management
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03

Bookkeeping

Books you can actually trust.

Real-time, reconciled bookkeeping so you always know where you stand.

What's included:

  • Monthly reconciliation
  • Financial statements
  • Expense tracking
  • QuickBooks setup
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04

Advisory

A CFO's brain, on demand.

Forecasting, cash flow strategy, and growth planning built around your goals.

What's included:

  • Cash flow forecasting
  • Budget planning
  • Growth strategy
  • Financial modeling
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Our People

The people behind
your numbers.

We're a team of CPAs, enrolled agents, and advisors who believe that great accounting is about more than compliance — it's about giving you the clarity to make confident decisions.

Maya Chen

Maya Chen

Founder & Lead Advisor

Ten years untangling small-business books, one spreadsheet at a time. Maya founded Ledgerline because she believed every business owner deserves an accountant who actually explains things.

CPA QuickBooks ProAdvisor
James Okafor

James Okafor

Senior Tax Specialist

Turns tax code into plain English. Has never met a deduction he didn't love. James keeps clients ahead of deadlines — not scrambling at the last minute.

EA IRS Enrolled Agent
Sarah Mitchell

Sarah Mitchell

Bookkeeping Lead

Organized to a fault. Your books will be spotless, and you'll actually understand them. Sarah makes sure every penny is accounted for and every report tells a clear story.

CPA QuickBooks ProAdvisor Xero Certified
David Park

David Park

Advisory Director

Former startup CFO who now helps small businesses think big without overextending. David builds financial plans that grow with you — not against you.

CFP MBA
Client Stories

Don't take our word for it.

Insights & Guides

Straight talk on money, tax,
and running a business.

Practical guides, tax updates, and financial insights — written for business owners, not accountants.

Q3 Tax Deadlines You Can't Miss
Tax 5 min read

Q3 Tax Deadlines You Can't Miss

Stay ahead of the IRS with this essential checklist of quarterly estimated payments, 1099 filings, and state-level deadlines that could save you from penalties.

Read article
How to Read Your P&L in Five Minutes
Bookkeeping 7 min read

How to Read Your P&L in Five Minutes

Profit and loss statements don't have to be intimidating. Here's a plain-English guide to the numbers that actually matter for your business decisions.

Read article
Payroll Mistakes That Cost Small Businesses the Most
Payroll 4 min read

Payroll Mistakes That Cost Small Businesses the Most

From misclassifying employees to missing withholding deadlines, these are the payroll errors that trigger audits, penalties, and unhappy teams.

Read article
Get Started

Let's look at your books.

No sales pitch — just a real conversation about your numbers.

We'll get back to you within 24 hours. No spam, no pressure.