We keep your books accurate every month, turn them into clear financial reports, and help you read what the numbers mean, so you can plan with confidence. Bookkeeping, accounting, reporting and financial analysis in QuickBooks, Xero or Excel.
QuickBooks ProAdvisorElite tier
QuickBooks OnlineCertified ProAdvisor
XeroAdvisor certified
ExpensifyApproved accountantBookkeeping, reconciliations, payroll support and monthly reports in QuickBooks or Xero — so your CPA gets clean numbers at tax time.
Explore business services → I RUN A CPA OR EA FIRM Tax-season capacity without new hiresWhite-label 1040, 1120, 1120-S and 1065 prep and client bookkeeping, in your software, under your review — Section 7216-ready.
Explore CPA firm services →Our services
Everything a US small business needs from its back office — built around US books, US software and US deadlines.
Accurate, organized records — categorized and reconciled every month.
Learn more →Year-end packages and 1099 data your CPA can file from — no scramble in March.
Learn more →P&L, balance sheet, cash flow and management reports.
Learn more →Payroll runs in Gusto, ADP or QuickBooks Payroll, with journals posted to your books.
Learn more →Setup, clean-up, migration and ongoing support from a certified ProAdvisor.
Learn more →Books kept in Excel or Google Sheets, plus custom schedules, reconciliations and dashboards.
Learn more →Bills paid on time and invoices chased, with a weekly aging report.
Learn more →Budgets, rolling forecasts and analysis under US GAAP or IFRS.
Learn more →New: Financial analysis & forecasting under US GAAP and IFRS →
How your books get done
Six steps we run for every client, every month. Pick a step to see the work involved and what you get from it.
We pull every transaction into one place: bank and card feeds, payment processors, bills and receipts.
Work involved
Your benefit: nothing is missed, and you never re-type a statement.
Imported this week Sample
Each transaction goes to the right account in your chart of accounts, with rules for the ones that repeat.
Work involved
Your benefit: a P&L you can trust, and deductions your CPA can find.
Categorized Sample
| Adobe Creative Cloud | Software | −$59.99 |
| Stripe payout | Sales | +$4,812.40 |
| Gusto payroll | Payroll | −$9,604.12 |
| WeWork | Rent | −$2,200.00 |
Every account is matched to its statement, line by line, so your books and your bank agree to the cent.
Work involved
Your benefit: cash figures you can rely on when you make decisions.
October reconciliation Sample
Bills are scheduled before they are due, and unpaid invoices are chased before they get old.
Work involved
Your benefit: cash comes in faster and vendors stay happy.
Receivables aging Sample
A checklist closes the month the same way every time, and a second accountant reviews it before it’s final.
Work involved
Your benefit: books closed on time, every month, with no surprises at tax time.
Close checklist Sample
You get your P&L, balance sheet and cash flow, plus a short note on what changed and why.
Work involved
Your benefit: clear numbers for decisions, lenders and your CPA.
Profit & loss · October Demo data
| Revenue | $48,200 |
| Cost of sales | −$19,800 |
| Gross profit | $28,400 |
| Operating expenses | −$17,100 |
| Net profit | $11,300 |
Financial analysis
This is the kind of dashboard we build from your books. Try it with a sample business: change the period, pick a month, or test a sales-growth assumption.
All figures belong to a made-up sample business and are for demonstration only. They are not results from a client.
See the work
A screen recording of a client-style dashboard: revenue and expenses, profitability, cash-flow trends, budget versus actual, and the decisions they point to.
View Our Financial Dashboard DemoFrom receiving your records to processing transactions, reconciling accounts, a second review, and delivering your monthly reports. After you book, we send a fixed quote within 48 hours.
Book a Free ConsultationIndustries we serve
Every industry has its own month-end. We follow a workflow built for yours, with a plan sized to your volume.
Payout reconciliation, COGS and multi-state sales tax data
View workflow & plans →Job costing, WIP schedules, retainage and AP/AR
View workflow & plans →Per-property books, owner statements and 1099s
View workflow & plans →Deposit matching, insurance receipts and practice KPIs
View workflow & plans →POS and delivery-app sync, tips and food-cost tracking
View workflow & plans →Monthly close, project profitability and budgeting
View workflow & plans →Per-truck P&L, fuel and IFTA data, driver settlements
View workflow & plans →MRR, deferred revenue, burn rate and runway reporting
View workflow & plans →Why choose The Ledger Max
Our dedicated remote team works on your overnight hours, with the processes, security and review standards US clients expect.
Senior-led accountants working in US books, US software and US deadlines.
Encrypted portals, MFA, NDAs and strict confidentiality.
Our day starts as yours ends — work sent tonight, done by morning.
Fixed monthly fees — far below the cost of a full-time hire.
For US CPA & EA firms
White-label 1040, 1120, 1120-S and 1065 preparation and client bookkeeping — in your software, under your review, overnight.
US tax calendar
We have your books closed and your CPA’s package ready well before each date.
| Date | Deadline | Forms | Who |
|---|---|---|---|
| Feb 1, 2027Monday | W-2s and 1099-NEC due Jan 31 falls on a Sunday | W-2 · 1099-NEC | Businesses |
| Mar 15, 2027Monday | S corporation & partnership returns | 1120-S · 1065 | Businesses |
| Apr 15, 2027Thursday | Individual & C corporation returns | 1040 · 1120 | Businesses & individuals |
Federal deadlines for calendar-year filers. Dates on a weekend or legal holiday move to the next business day; IRS disaster relief can extend them. State deadlines vary — your CPA confirms the dates that apply to you.
Pricing
No hourly billing. One fixed fee every month.
Your exact fee depends on monthly transactions, accounts and employees. You get a fixed quote after the free call.
About us
Most growing US businesses don’t lack ambition — they lack reliable, on-time financial information. And most small CPA firms can’t hire fast enough for tax season. We built The Ledger Max to solve both, with a dedicated remote team that works while you sleep.
Every engagement is overseen by our founder: 10+ years across finance, operations and business management, an M.Phil. in Finance, CMA (USA) in progress, and an Intuit QuickBooks ProAdvisor (Elite).
FAQ
We’re a fully remote team that works during your overnight hours. Calls happen in your US business day, and work sent in the evening is usually ready by the next morning.
Encrypted file portals, multi-factor authentication, role-based access, signed NDAs and a written information security plan. Sensitive data never sits on personal devices.
We keep your books tax-ready and prepare year-end packages and 1099 data for your CPA. Returns are signed and filed by a licensed US CPA or EA — yours, or a partner firm we can introduce.
Your client signs an offshore disclosure consent, you mask SSNs before files leave your system, and we prepare in your software. You stay preparer of record and file under your own credentials.
Fixed monthly fees based on transaction volume and services: bookkeeping plans start from $299 a month and Virtual CFO from $1,999. You’ll know the price before we start.
Ready to get started?
Book a free 20-minute call and find out how The Ledger Max can support your business.
