Team portrait
Maya Okafor, CPA
Managing Partner
Former Big Four tax senior manager. Runs every client’s first planning meeting — and the firm’s Saturday trail runs.
CPAs for owner-led businesses & the families behind them
Numbers you can trust. Advice you can act on.
Tax strategy, monthly accounting and fractional CFO support from one team that actually knows your business — with fixed monthly pricing and a named CPA who answers within one business day.
4.9 on Google · 280+ client reviews
Serving Texas & all 50 states remotely
Sample client dashboard
September close
Closed in 6 days
- Revenue
- $482,310
- Gross margin
- 41.2%
- Cash runway
- 14.5 mo
- Net income
- +$63,904
$38,400Projected 2026 tax saved through entity & retirement planning
Q4 · Jan 15Next estimated payment, already scheduled
Credentials & partnerships
- AICPA Member Firm
- Texas Society of CPAs
- QuickBooks ProAdvisor
- Xero Certified Partner
- SOC 2 Type II Portal
Start where you are
Most clients come to us with one of these.
Pick the one that sounds like you — each path goes straight to the CPA who handles it.
01
“I outgrew my bookkeeper”
Revenue is up, the books are behind, and you are making decisions on last quarter’s numbers.
02
“I got a letter from the IRS”
Notices, back taxes or unfiled years. We represent you and build a plan you can actually pay.
03
“I want to pay less tax — legally”
Entity structure, retirement plans, R&D credits and timing moves your current preparer never mentions.
04
“I need a CFO, not a full-time hire”
Forecasts, cash planning and board-ready reporting for a fraction of an executive salary.
05
“A lender or investor wants audited financials”
Audits, reviews and compilations delivered on the timeline your deal requires.
06
“I’m planning to sell or pass the business on”
Valuation prep, succession and exit tax planning, coordinated with your attorney and advisor.
Services
One firm for the whole financial picture.
Your books, your return and your plan live with the same team, so nothing gets lost between your bookkeeper, your tax preparer and your financial advisor.
Compare service packages-
Tax planning & preparation
Year-round planning for businesses, owners and families — not a once-a-year scramble. Multi-state, entity and estate work included.
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Accounting & bookkeeping
Monthly close in under ten business days, reconciled and reviewed by a CPA, with a dashboard you can read in two minutes.
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Fractional CFO & advisory
Budgets, 13-week cash forecasts, KPI scorecards and the hard conversations about pricing, hiring and growth.
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Audit & assurance
Peer-reviewed audits, reviews and compilations for lenders, investors, nonprofits and benefit plans.
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Wealth & family office
Tax-aware investment, retirement and estate planning that connects your business decisions to your personal balance sheet.
How we work
The Clear Ledger Method™
Three phases, the same for a solo practice or a 200-person company. You always know what happens next and what it costs.
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Diagnose Week 1–2
We review your last three years of returns and books, find what’s missing and flag every savings opportunity.
You get: a written findings memo and a fixed-fee proposal. -
Rebuild Week 3–6
Clean up the books, connect your bank and payroll feeds, and set up the portal, calendar and close process.
You get: accurate books and a tax calendar you never have to track. -
Advise Ongoing
Monthly close, quarterly planning meetings and a named CPA on call for every decision with a tax consequence.
You get: one team, one fee, no surprises in April.
96%
Client retention
Measured each year across all recurring engagements.
<1 day
Response time
Every client email answered by a named CPA within one business day.
8 days
Average monthly close
Books closed and reviewed by the 8th business day of the month.
22 yrs
In practice
Founded in Austin, now serving clients in all 50 states.
Industries
We speak your industry’s numbers.
Each industry has its own specialists, its own KPIs and its own page with the answers owners in that field ask most.
Construction & trades
Job costing, WIP schedules, bonding-ready financials.
Medical & dental practices
Provider comp, practice valuations, payer mix reporting.
Real estate
Cost segregation, 1031 exchanges, syndication K-1s.
Tech & startups
R&D credits, SaaS metrics, investor-ready reporting.
Nonprofits
Form 990, grant tracking, single audits.
Professional services
Partner comp models, utilization, entity planning.
E-commerce & retail
Sales tax nexus, inventory accounting, channel margins.
Restaurants & hospitality
Prime cost tracking, tip reporting, FICA tip credit.
Pricing
Fixed monthly fees. No surprise invoices.
Every package includes a named CPA, unlimited email questions and a secure client portal.
Essentials
For owners who need clean books and a return done right.
$405 /mo, billed yearly
- Monthly bookkeeping & reconciliation
- Business tax return
- Quarterly estimated tax reminders
- Secure client portal
- Email support from your CPA
Growth
Most chosenFor growing businesses that want planning, not just filing.
$1,125 /mo, billed yearly
- Everything in Essentials
- Owner’s personal tax return
- Quarterly tax planning meetings
- Payroll & sales tax filings
- KPI dashboard & monthly review call
CFO Partner
For companies ready for a finance department without the headcount.
$3,150 /mo, billed yearly
- Everything in Growth
- Fractional CFO, 2 days a month
- 13-week cash & annual forecasts
- Board & lender reporting
- Fundraising & exit support
Need a one-time return, an IRS notice resolved or an audit? Get a project quote in 24 hours.
Our team
Real names. Real credentials. Real people who call you back.
Team portrait
Daniel Reyes, CPA, CFP®
Partner, Tax & Wealth
Specializes in owner exits and estate planning. Coaches youth baseball when it isn’t tax season.
Team portrait
Priya Natarajan, CPA
Director, Audit & Assurance
Leads nonprofit and benefit-plan audits. Has never missed a lender deadline.
Team portrait
Tom Whitaker, EA
IRS Representation
Fifteen years resolving notices, liens and payment plans. Calm on every call.
“We went from guessing to knowing. Our close takes a week, and Maya found a retirement plan structure that cut our tax bill by five figures in year one.”
“They answered an IRS notice I’d been dreading for months in a single afternoon. It feels like having a finance team down the hall.”
Free guide
The 2026 Year-End Tax Playbook for business owners
27 moves to make before December 31 — retirement contributions, equipment timing, entity elections and the deadlines that matter.
Questions
Before you book a call
How much does it cost to work with Ledger & Lane?
Most ongoing clients choose a fixed monthly package between $450 and $3,500, based on transaction volume, entities and the level of advice you want. One-time projects are quoted in writing before any work begins.
Do you only work with Texas clients?
No. We are based in Austin and serve clients in all 50 states through our secure portal, video meetings and e-signature.
Can you take over from my current accountant mid-year?
Yes. We request your prior returns and files, reconcile everything through the switch date and handle the handoff so nothing falls through the cracks.
What software do you use?
We work in QuickBooks Online and Xero and connect them to your bank, payroll and payment tools. If you are on something else, we will recommend whether to keep it or migrate.
Is my financial data secure?
Documents move through an encrypted client portal with multi-factor authentication. We never ask you to send tax documents by email.
Get started
A 30-minute call. A written plan. No obligation.
Tell us where things stand. Within one business day you’ll hear from the CPA who’d actually handle your account.
(512) 555-0148 hello@ledgerandlane.example 400 Lane Street, Suite 1200 · Austin, TX 78701