LedgerFi was founded by tax professionals with a passion for small businesses. Their goal is to support, empower and grow small business through expert advice and coaching.
They provide AI-powered bookkeeping where Abby (short for abacus) helps understand why financial events happened and what to do next. Every bookkeeper is a licensed tax professional so support is just a phone call away.
AI-powered bookkeeping (Abby the AI CFO)
Every bookkeeper is a licensed tax professional
Data ownership - not a tech firm holding QBO hostage
Founded by tax professionals
Reports in plain English
Services
Bookkeeping & Payroll
Streamlined bookkeeping processes with smart automation and personalized support.
Licensed Tax Advisor to help your business grow, available by phone.
Tax CoachingYear-End PlanningTax Compliance
Powerful Reporting
Customized reporting with insights that matter in plain English.
Custom ReportsFinancial Insights
Business Automation
Unlock the power of business automation with LedgerFi.
AutomationProcess Optimization
Credentials & Certifications
Licensed Tax Professional
Reviews
Rating
5
★★★★★
Reviews
4
"He was incredibly friendly, professional, and clearly knew his stuff."
Frequently Asked Questions
What is Abby at LedgerFi? +
Abby is an AI CFO that doesn't just track what happened but helps understand why it happened and what to do next, with expert insight and accountability.
Where is LedgerFi located? +
LedgerFi is located at 20065 Stevens Creek Blvd. Ste.B-1B, Cupertino, CA 95014.
What makes LedgerFi different? +
Every bookkeeper is a licensed tax professional, so support is just a phone call away. They offer a radical new approach to small business financial services.
Do they offer virtual services? +
Yes, they serve small businesses virtually anywhere in the U.S.
5.0
