Services
Four services, each at a fixed fee and each with a due date in writing.
How the firm works
Fixed fees, fixed dates.
Three rules hold for every client and every service.
One partner per client
The partner who reads your intake closes every month and answers every question.
Dates in writing
Each service has a due date in the engagement letter. A missed date waives that month’s fee.
Your own software
Ledgerhouse works in the accounting software you already have, with read-only bank feeds.
Four services Fixed fees
Monthly closeEvery account tied to the bank, one question list, one signed report by the fifth working day.
Quarterly estimatesEstimated tax computed from closed books, with the amount and the date to pay it.
Annual returnsThe business return and the owners’ returns, drafted by February and signed by the tax partner.
Catch-upPast months rebuilt from bank statements, quoted once at intake, then closed like any other month.
Not sure which
Intake chooses for you.
Eight questions, and a partner recommends one service with its fee.