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Financial Fiduciary Excellence • Guaranteed Closing by 10th Monthly

Pristine General Ledgers. Flawless Financial Compliance.

Partner with dedicated veteran CPAs paired with modern cloud accounting automation. From daily multi-currency reconciliations and multi-state sales tax to board-ready reporting packages, keep your business continuously audit-proof.

$5M Professional Indemnity Insured
AICPA • Illustrative security policy
TRUSTLEDGER REALTIME GENERAL LEDGER v4.2
Audit Stream Live
Net Available Runway
18.2 Months
+2.4 Mo vs Q3 Forecast
Book Closing Progress
100% Verified
Realized R&D Tax Credits
$24,800
Auto-applied to payroll
Assigned Practice Lead
SJ

Sarah Jenkins

Senior CPA Partner

Direct Fiduciary SLA
Recent Reconciliations Example security standard
Stripe US Multi-Currency Payout
$142,850.22
Ramp Expense Sync & Receipts
($18,340.00)
$1.4B+ Verified Transaction Flow

Annual client ledger balance reconciled across 14 currencies.

99.98% First-Pass Filing Rate

Zero federal penalties or audit corrections since 2019.

Day 10 Monthly Closing SLA

Financial packets in your inbox on schedule, every calendar month.

4.9
Client Retention & Trust

Across 400+ venture-backed tech and international SMBs.

SPECIALIZED PRACTICE GROUPS

Tailored for complex business models.

Accounting cannot be one-size-fits-all. Our CPAs master your exact business economics, chart of accounts nuances, and regulatory nuances.

View All Industry Protocols

Technology & SaaS

Comprehensive deferred revenue recognition (ASC 606) for complex monthly and annual billing. Direct synchronization with Stripe, Ramp, and Carta.

ASC 606 SaaS Revenue Recognition
Investor-Ready Burn Rate & CAC/LTV
Section 174 & 41 R&D Tax Credits

Retail & Omnichannel

Accurate landed inventory valuation across domestic and 3PL warehouses. Seamless reconciliation of Amazon, Shopify, and TikTok Shop payouts with automated fee parsing.

50-State Sales Tax Nexus Monitoring
COGS & Landed Freight Costing
Multi-Warehouse Inventory Ledger

Agencies & Advisory

Granular project profitability and client retainers. Manage global freelance 1099 compliance, W-8BEN withholdings, and cross-border invoicing without friction.

Client-Level Gross Margin Tracking
Global Contractor 1099/1042-S Filings
Multi-Currency Retainer Reconciliation

The Four Tenets of Audit-Proof Fiduciary Management

We combine accredited human judgment with relentless system automation so your balance sheet remains permanently ready for board inspections, bank audits, and investor rounds.

01

Continuous Daily Reconciliation

No end-of-month panic. Banking feeds, credit lines, and clearing accounts are reconciled every 24 business hours with verified receipt matching.

Sub-24h Processing SLA
02

Full-Spectrum Tax Shield

Guaranteed defense against state and federal penalty assessments. Federal 1120, state franchise, and local sales tax fully orchestrated.

100% Guaranteed Filing Accuracy
03

Forward-Looking Cash Modeling

Transform backward-looking ledgers into executive foresight. 13-week rolling cash forecasts and scenario models for hiring and expansion.

Executive Board Deck Formats
04

Designated Portfolio CPA

You work directly with a seasoned U.S.-licensed CPA who knows your corporate constitution inside out—never an anonymous support ticket queue.

Direct Slack & Phone Access
REAL-TIME PRICING ENGINE

Predictable Fiduciary Retainers

Select your organization's monthly operational expenditure to calculate your precise flat monthly engagement rate.

Your Average Monthly Operational Expenses $85,000 / mo
$10k / mo $150k / mo $300k+ / mo
Scale Tier Retainer
$1,250 / month fixed

Includes full daily reconciliations, automated payroll journal integration, sales tax compliance, and month-end close by the 10th.

Dedicated Senior CPA & Staff Bookkeeper
Up to 6 Connected Operating & Credit Accounts
Multi-Currency Ledger Reconciliations
Year-End Corporate Tax Return Integration
No long-term locks • 30-day notice • Full ledger portability
Lock In This Rate

Illustrative pricing only. The calculator uses sample tiers and does not issue a binding quote.

Illustrative pricing only. The calculator uses sample tiers and does not issue a binding quote.

Trusted by High-Velocity Founders & CFOs

Real ledger outcomes from international enterprises who traded bookkeeping headaches for verified accuracy.

"TrustLedger completely transformed our Series A due diligence. The lead investors requested three years of audited historicals, and Sarah's team delivered a clean, categorized ledger in 48 hours without a single discrepancy."

AL

Alexandre Laurent

CEO, Kvantum AI (London & SF)

"We run $2.5M in annual sales across Shopify and Amazon with inventory in three states. TrustLedger fixed two years of tangled sales tax nexus filings and saved us over $42,000 in redundant penalties."

MR

Maya Rodriguez

COO, Nordica Goods (Austin, TX)

"Knowing my books are closed on the 10th of every month without exception gives me true fiduciary peace of mind. Their fractional CFO advisory also identified R&D credits we had left on the table."

DT

David Thorne

Founder & CFO, Orbit Cloud Systems

Complimentary 48-Hour Chart of Accounts Diagnostic

Ready to eliminate bookkeeping friction forever?

Allow our certified CPAs to perform a deep-dive forensic diagnostic of your current Quickbooks or Xero setup. We pinpoint chart misclassifications, tax exposure, and workflow bottlenecks at zero cost.

NDA Protected No Ledger Access Credentials Stored Delivered Within 48 Hours