Predictable Monthly Accounting. Scale As You Grow.

Don't worry—over 65% of new clients arrive with several months of unreconciled accounts or tangled ledgers. On our annual engagements, we provide a complete catch-up cleanup service led by a senior CPA at no additional cost. We audit historical bank feeds, recategorize misallocated deductions, and bring you fully audit-proof for your next tax deadline.

We do both! If you already have a trusted tax CPA who files your annual return, we act as their dream bookkeeping partner: providing pristine monthly closes, scheduled workpapers, and clean balance sheets directly to them. Alternatively, if you need full-service tax preparation and corporate return filing, our in-house CPAs can handle your entire financial lifecycle under one roof.

Switching takes under 15 minutes of your active time. We handle the handoff seamlessly: we request accountant-level access to your QuickBooks Online or Xero file, securely import your bank integrations via Plaid, and perform an initial diagnostic ledger review within 48 hours without disrupting ongoing operations.

We stand behind our precision. In the exceedingly rare event that an error on our part leads to an IRS or state tax interest penalty, TrustLedger will calculate the rectification, pay 100% of the penalties on your behalf, and provide full audit representation at zero expense. Our work is fully bonded under our $5M policy.