Financial Dashboard
Marcus Rivera
Est. Tax Savings
Next Milestone
Apr 15, 2026
Q1 Filing
Assigned Advisor
Catherine Reyes, CPA
Senior Tax Strategist · 9 yrs exp.
Income Breakdown
2026 Timeline
REF #LDG-2026-4471 · Generated May 30, 2026
Your financial life
starts here.
The shoebox receipts, the missed deadlines, the spreadsheet you swore you'd fix — that chapter is closed. We've already started building your roadmap.
Catherine Reyes, CPA
Senior Tax Strategist
"I've reviewed your intake. You have at least three deduction categories most founders miss. We'll cover all of them in your first call."
What's happening right now
Before Ledger. After Ledger.
The contrast isn't between us and a competitor. It's between the financial life you had and the one that starts now.
Receipts in a shoebox
Transactions scattered across 3 bank accounts, a Venmo history, and a notes app. Reconciliation takes a full weekend every quarter.
Automated transaction feeds
Every transaction categorized in real time. Monthly close happens automatically. You get a clean P&L every 30 days without lifting a finger.
Filing at 11:58 PM on April 14th
Scrambling to find last year's 1099s. Missed the home office deduction again. Paid $4,200 more than necessary because there was no plan.
Proactive tax planning, year-round
Quarterly estimated payments calculated and scheduled. Every deduction identified in advance. Your effective tax rate drops because we plan, not react.
"I'll get an accountant next year"
Three years of DIY filing. No one to call when the IRS notice arrived. No structure for entity selection, payroll, or equity planning.
A CFO in your corner
Dedicated advisor who knows your numbers. Entity structure optimized. S-corp election, payroll setup, and equity plan documented and executed.
Ready to see the full plan?
Your personalized roadmap is ready.
Three services, active immediately.
Automated Bookkeeping Pipeline
Your bank feeds connect within 24 hours. Every transaction categorized against your chart of accounts. Monthly reconciliation handled automatically — you get a clean P&L without opening a spreadsheet.
4
Accounts connected
~340
Avg. monthly transactions
14 hrs
Time saved / month
Quarterly Tax Planning
Estimated payments calculated and scheduled each quarter. No more April surprises — your tax liability is known and managed all year long.
Strategic Advisory Access
Direct line to Catherine Reyes, CPA. Entity structure review, S-corp election analysis, payroll setup, and equity documentation — all part of your engagement. Schedule anytime, respond in hours.
They were exactly where you are.
Startup founders, freelancers, small business owners — all of them submitted the same form you just did.
I got my first IRS notice in March and panicked. Ledger had it resolved in 11 days. The penalty was waived. I've never felt so relieved about a tax document.
Tomas Andersson
Founder, Drift Analytics
Three years of 'I'll do it myself.' One year with Ledger and I saved $9,400 in deductions I had no idea existed. The S-corp election alone changed my quarterly take-home.
Priya Nambiar
Independent Consultant
My QuickBooks was a disaster — transactions going back to 2022 that had never been reconciled. Catherine's team cleaned it up in two weeks. I actually understand my P&L now.
Marcus Webb
Owner, Webb Design Studio
I got my first IRS notice in March and panicked. Ledger had it resolved in 11 days. The penalty was waived. I've never felt so relieved about a tax document.
Tomas Andersson
Founder, Drift Analytics
Three years of 'I'll do it myself.' One year with Ledger and I saved $9,400 in deductions I had no idea existed. The S-corp election alone changed my quarterly take-home.
Priya Nambiar
Independent Consultant
My QuickBooks was a disaster — transactions going back to 2022 that had never been reconciled. Catherine's team cleaned it up in two weeks. I actually understand my P&L now.
Marcus Webb
Owner, Webb Design Studio
Inaction is the most
expensive option.
Every week without a plan is a week of missed deductions, untracked expenses, and unscheduled estimated payments. Your advisor is assigned. Your roadmap is compiled. The only thing left is you.
Catherine Reyes, CPA
30-min Strategy Call
Next available slots:
Timezone: EST · Video call link sent automatically
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