For US small businesses & CPA firms
Reliable remote bookkeeping, accounting & tax prep support
Tax-ready books every month for US businesses, and white-label bookkeeping and tax preparation for US CPA and EA firms — done overnight, at a fraction of in-house cost.
- Accurate & timely monthly reports
- QuickBooks & Xero experts (ProAdvisor Silver)
- Secure & confidential
Example client checklist
Bookkeeping, 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
Comprehensive remote finance solutions
Everything a US small business needs from its back office — built around US books, US software and US deadlines.
Bookkeeping
Accurate, organized records — categorized and reconciled every month.
Learn more →Tax-ready books & 1099 support
Year-end packages and 1099 data your CPA can file from — no scramble in March.
Learn more →Financial reporting
P&L, balance sheet, cash flow and management reports.
Learn more →Payroll support
Payroll runs in Gusto, ADP or QuickBooks Payroll, with journals posted to your books.
Learn more →QuickBooks & Xero support
Setup, clean-up, migration and ongoing support from a certified ProAdvisor.
Learn more →Excel & spreadsheet accounting
Books kept in Excel or Google Sheets, plus custom schedules, reconciliations and dashboards.
Learn more →Accounts payable & receivable
Bills paid on time and invoices chased, with a weekly aging report.
Learn more →Analysis & forecasting
Budgets, rolling forecasts and analysis under US GAAP or IFRS.
Learn more →New: Financial analysis & forecasting under US GAAP and IFRS →
Industries we serve
Tailored to how your business runs
Every industry has its own month-end. We follow a workflow built for yours, with a plan sized to your volume.
E-commerce & online sellers
Payout reconciliation, COGS and multi-state sales tax data
View workflow & plans →Construction & contractors
Job costing, WIP schedules, retainage and AP/AR
View workflow & plans →Real estate & property
Per-property books, owner statements and 1099s
View workflow & plans →Medical & dental practices
Deposit matching, insurance receipts and practice KPIs
View workflow & plans →Restaurants & hospitality
POS and delivery-app sync, tips and food-cost tracking
View workflow & plans →Professional services
Monthly close, project profitability and budgeting
View workflow & plans →Trucking & logistics
Per-truck P&L, fuel and IFTA data, driver settlements
View workflow & plans →SaaS & tech startups
MRR, deferred revenue, burn rate and runway reporting
View workflow & plans →Why choose The Ledger Max
A partner you can rely on
Our dedicated remote team works on your overnight hours, with the processes, security and review standards US clients expect.
Experienced team
Senior-led accountants working in US books, US software and US deadlines.
Data security
Encrypted portals, MFA, NDAs and strict confidentiality.
Quick turnaround
Our day starts as yours ends — work sent tonight, done by morning.
Cost effective
Fixed fees up to $1,000 a month — far below a full-time hire.
How it works
Simple 4-step process
Get started in a week and let us handle the rest.
- 1
Book a discovery call
Tell us about your needs and goals. Free, no obligation.
- 2
Get a fixed-fee plan
A tailored proposal with a clear monthly price, within 48 hours.
- 3
Onboard & set up
Secure access, data transfer and your team assigned.
- 4
See results
Accurate reports, timely updates and ongoing support.
For US CPA & EA firms
Your offshore back office, ready before tax season
White-label 1040, 1120, 1120-S and 1065 preparation and client bookkeeping — in your software, under your review, overnight.
US tax calendar
Key federal tax deadlines — 2026 tax year
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
Simple, fixed monthly pricing
No hourly billing. Every plan is capped at $1,000 a month.
- Monthly bookkeeping
- Bank & card reconciliations
- Monthly P&L and balance sheet
- Quarterly review call
- Everything in Essentials
- Payroll up to 15 employees
- Quarterly cash flow forecast
- Monthly review call
- Everything in Growth
- 13-week rolling cash forecast
- Budget & KPI dashboard
- Monthly strategy meeting
Where you land in each range depends on monthly transactions, accounts and employees. You get a fixed quote after the free call.
About us
Senior-led. Every account.
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 (Silver).
FAQ
Questions owners ask us first
When does your team work?
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.
How do you protect my financial data?
Encrypted file portals, multi-factor authentication, role-based access, signed NDAs and a written information security plan. Sensitive data never sits on personal devices.
Can you file my business taxes?
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.
We’re a CPA firm. How do you handle Section 7216?
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.
How do you price your work?
Fixed monthly fees based on transaction volume and services, never more than $1,000 a month. You’ll know the price before we start.
Ready to get started?
Let’s build a stronger financial future together
Book a free 20-minute call and find out how The Ledger Max can support your business.