Specialized staffing solutions designed to integrate seamlessly with your existing workflow and software stack.
Our Expertise
Specialized staffing solutions designed to integrate seamlessly with your existing workflow and software stack.
Our Expertise
Specialized staffing solutions designed to integrate seamlessly with your existing workflow and software stack.
Our Expertise
Our Services
Our Services
Our Services
Solutions We Provide
Tax Preparation
Why It Matters:
Tax season burnout is the #1 threat to firm stability. We provide scalable capacity during crunch time, allowing your senior staff to focus on final review and client relationships rather than data entry.
What’s Included:
Individual (1040) & Business (1065, 1120, 1120S) returns
Preparation up to 90% review-ready stage
Multi-state nexus filings
Tax planning & projection support
Software expertise: Lacerte, Drake, UltraTax, ProConnect
Tax Preparation
Why It Matters:
Tax season burnout is the #1 threat to firm stability. We provide scalable capacity during crunch time, allowing your senior staff to focus on final review and client relationships rather than data entry.
What’s Included:
Individual (1040) & Business (1065, 1120, 1120S) returns
Preparation up to 90% review-ready stage
Multi-state nexus filings
Tax planning & projection support
Software expertise: Lacerte, Drake, UltraTax, ProConnect
Tax Preparation
Why It Matters:
Tax season burnout is the #1 threat to firm stability. We provide scalable capacity during crunch time, allowing your senior staff to focus on final review and client relationships rather than data entry.
What’s Included:
Individual (1040) & Business (1065, 1120, 1120S) returns
Preparation up to 90% review-ready stage
Multi-state nexus filings
Tax planning & projection support
Software expertise: Lacerte, Drake, UltraTax, ProConnect
Bookkeeping & Accounting
Why It Matters:
Clean books are the foundation of high-value advisory work. We handle the daily grind of transaction categorization and reconciliation so you can deliver timely financial insights to your clients.
What’s Included:
Full-cycle monthly bookkeeping
Bank & Credit Card Reconciliations
Accounts Payable & Receivable Management
General Ledger maintenance
Month-end & Year-end closing support
Bookkeeping & Accounting
Why It Matters:
Clean books are the foundation of high-value advisory work. We handle the daily grind of transaction categorization and reconciliation so you can deliver timely financial insights to your clients.
What’s Included:
Full-cycle monthly bookkeeping
Bank & Credit Card Reconciliations
Accounts Payable & Receivable Management
General Ledger maintenance
Month-end & Year-end closing support
Bookkeeping & Accounting
Why It Matters:
Clean books are the foundation of high-value advisory work. We handle the daily grind of transaction categorization and reconciliation so you can deliver timely financial insights to your clients.
What’s Included:
Full-cycle monthly bookkeeping
Bank & Credit Card Reconciliations
Accounts Payable & Receivable Management
General Ledger maintenance
Month-end & Year-end closing support
Payroll & Sales Tax
Why It Matters:
Compliance work carries high liability but low margins for senior CPAs. We ensure your clients remain compliant across all jurisdictions without draining your internal resources.
What’s Included:
Monthly/Quarterly Sales Tax Filings
Payroll processing & journal entries
Multi-state registration assistance
1099 preparation & filing
Notice resolution support
Payroll & Sales Tax
Why It Matters:
Compliance work carries high liability but low margins for senior CPAs. We ensure your clients remain compliant across all jurisdictions without draining your internal resources.
What’s Included:
Monthly/Quarterly Sales Tax Filings
Payroll processing & journal entries
Multi-state registration assistance
1099 preparation & filing
Notice resolution support
Payroll & Sales Tax
Why It Matters:
Compliance work carries high liability but low margins for senior CPAs. We ensure your clients remain compliant across all jurisdictions without draining your internal resources.
What’s Included:
Monthly/Quarterly Sales Tax Filings
Payroll processing & journal entries
Multi-state registration assistance
1099 preparation & filing
Notice resolution support
Financial Advisory Support
Why It Matters:
Scaling your firm means moving from "Compliance" to "Advisory." Our team supports your Virtual CFO services by preparing the deep-dive analysis and reports you need to guide your clients' growth.
What’s Included:
Cash Flow Forecasting & Analysis
Budget vs. Actuals reporting
KPI Dashboard creation
Financial modeling for growth scenarios
Board presentation deck preparation
Financial Advisory Support
Why It Matters:
Scaling your firm means moving from "Compliance" to "Advisory." Our team supports your Virtual CFO services by preparing the deep-dive analysis and reports you need to guide your clients' growth.
What’s Included:
Cash Flow Forecasting & Analysis
Budget vs. Actuals reporting
KPI Dashboard creation
Financial modeling for growth scenarios
Board presentation deck preparation
Financial Advisory Support
Why It Matters:
Scaling your firm means moving from "Compliance" to "Advisory." Our team supports your Virtual CFO services by preparing the deep-dive analysis and reports you need to guide your clients' growth.
What’s Included:
Cash Flow Forecasting & Analysis
Budget vs. Actuals reporting
KPI Dashboard creation
Financial modeling for growth scenarios
Board presentation deck preparation
Our Works
Our Works
Our Works
Our Success Stories
Discover how we’ve helped businesses and organizations achieve remarkable results.
Business Strategy
SaaS Startup
Helped a SaaS startup grow revenue 65% in 12 months.
We helped a fast-growing SaaS company refine its go-to-market strategy, resulting in a 65% revenue increase in just 12 months.
Operations Optimization
Manufacturing
Get 20% Cost Savings & Efficiency for Manufacturing company
Through a detailed operations audit, process redesign, and automation of key workflows, we reduced overhead by 20% while improving on-time delivery rates and overall efficiency.
Financial Advisory
e-commerce
Transforming Financial Strategy for Sustainable Growth
A leading consulting firm helped a mid-sized enterprise optimize finances, improve cash flow, and implement strategic investments, resulting in increased profitability and long-term business resilience.
We Work With
Trusted By
We Work With
Trusted By
We Work With
Trusted By
Ready to Scale Your Firm?
Schedule a free consultation and discover how LedgerPick can streamline your back office, cut overhead costs by 50%, and let you focus on growing your client base.
Ready to Scale Your Firm?
Schedule a free consultation and discover how LedgerPick can streamline your back office, cut overhead costs by 50%, and let you focus on growing your client base.
Ready to Scale Your Firm?
Schedule a free consultation and discover how LedgerPick can streamline your back office, cut overhead costs by 50%, and let you focus on growing your client base.