Partner with Ledgr
At Ledgr, we help CPAs make their clients’ bookkeeping smooth and simple so they can focus on the big picture. If you are an accounting firm, offer CFO services, or help businesses with their finances in any way, we’d love to team up with you. Let’s work together to make financial tasks easier and faster for everyone involved. Join us to bring better, clearer financial solutions to your clients.
Benefits
Why should you partner with Ledgr?
Not only do we guarantee accurate, timely, and compliant bookkeeping for your clients, but a Ledgr partnership comes with a heap of other benefits. Here are some of the reasons people are partnering with Ledgr.
Revenue Share
Earn lucrative recurring revenue from every customer you refer to us for the first 12 months, once your referral becomes a customer.
Co-Marketing
We offer several opportunities to feature you across all of our communication channels, including social media, email newsletters, blog posts, webinars, and in person events.
Priority Support
We pride ourselves on our customer service. When you refer us a client, we have an obligation to impress them! As a Ledgr Partner, your clients will receive the high touch support we are known for, plus you will have a dedicated resource in the event of any emergency or high priority items.
White Label Options
We can equip partners with white label solutions, so that you can elevate the service you are offering, while we do the heavy lifting of the day to day work.
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Services
Full Charge Bookkeeping and Corporate Accounting
Your time is valuable, and Ledgr can help free up more of it while addressing your clients’ needs. When our services overlap, Ledgr will only handle the tasks that augment your offering, so you are never competing for your own clients. Here are some of the tasks we can take on:
Monthly Bookkeeping
From expense categorization to monthly reconciliation and close, Ledgr can handle all of the transactional and monthly bookkeeping your clients need.
Accounts Payable and Accounts Receivable
Ledgr can invoice your clients’ customers, follow up with reminders on past due payments, and handle every stage of the invoicing process. We can organize and pay your clients’ bills, with systems for digital sign off on all outgoing cash.
Payroll and Benefits Admin
Ledgr offers full service payroll, ensuring your clients’ employees are paid on time, accurately, and with the best technology available. We will also handle all of the payroll accounting, and can be the main admin for your clients’ payroll and benefits.
Custom Processes and Spreadsheet Maintanance
Let the Ledgr team support your clients’ custom accounting workflows. From maintaining models and spreadsheets, to keying data from system to system, Ledgr can handle almost any task that touches finance or accounting.
Integrations
The Ledgr Tech Stack
At Ledgr, we believe that success in accounting and business management is built upon strong partnerships and cutting-edge technology. That’s why we’ve strategically aligned ourselves with the finest accounting and business tech providers in the industry.
Our commitment is to deliver seamlessly integrated systems that empower our partners to thrive. We go beyond mere implementation, advocating best practices to ensure our partners are always at the forefront of innovation. We prioritize your data and security above all else, and we ensure that our clients own licenses to all platforms, giving them full control over their valuable data.
With Ledgr, you’re not just getting a service. You’re forging a partnership that’s dedicated to your success, armed with the best tools and a commitment to your data security. Experience the difference with Ledgr.
Getting Started
Onboarding and
Cleanup
Our onboarding is meticulously designed to offer ample guidance and support. During this phase, we obtain access to all relevant platforms that intersect with your accounting functions, from payroll systems to expense management tools. This enables us to develop custom integrations and workflows that seamlessly blend into your existing operations. The objective is not merely to rectify past errors, but to establish a streamlined, efficient financial management system that enhances your workflows without causing disruption.
Client needs some bookkeeping cleanup? No problem! We help with this in about 90% of our engagements. Recognizing the importance of a smooth transition, Ledgr has integrated a comprehensive cleanup phase into our onboarding process.
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