Strategy first, filings second — one partner-led team for the whole year, not just tax season.
The framework The Ledgerly Trifecta™ Income, Assets, and Family Legacy — aligned on purpose, so opportunities surface and leaks get plugged. Try the Trifecta →No ghosting. No gatekeeping. A system you can see from day one — tax time becomes just another checkpoint, not a panic attack.
Every road ends at the same door — a free 15-minute discovery call.
Book Your Free Discovery CallWe’re not your typical CPAs. We don’t “just file” — we architect financial structures that grow wealth and minimize exposure, so every dollar works harder for you.
Free · 15 minutes · Find out how we can save you thousands — this year and every year after
Our proprietary framework breaks your financial life into three key areas — Income, Assets, and Family Legacy — so we can identify opportunities, plug leaks, and build a custom game plan. Turn each ring until its strategy set clicks into alignment, and watch that leg’s blind spots come into focus.
Drag a ring, use its steppers, or tab to a ring and use the arrow keys.
The vault is the plan. Align all three rings and this is where it starts for real — a free discovery call with the partners.
Trifecta aligned. That’s the whole idea — income, assets, and legacy planned as one strategy instead of three separate surprises.
Book Your Free Discovery CallFree · 15 minutes · No obligation — your findings are yours to keep
An illustration of how the framework fits together. Your own Trifecta™ is built with a partner in your strategy consultation — no two combinations are the same.
Hands-on, year-round partnership focused on strategy, protection, and optimization.
See the 12-month program →Professional filings with proactive planning, walkthroughs, and clarity around every number.
How we work →Accurate, up-to-date books. Powerful dashboards. Delivered by CPAs — supported by tech. More than a bookkeeper: a CFO’s eye on your numbers.
Meet the team →One-time or ongoing strategy consults. Perfect for business owners with specific questions or a need for clarity.
What you walk away with →1099s, estimated filings, entity setup, Form 2553 — the paperwork layer, handled. 1099 filings start at $50/form + filing fees; other forms priced by scope.
Your TaxDome portal is set up, your first documents requested, your organizer and signed engagement letter in place. You always know what happens next — and what we need from you.
A deep-dive, 2-hour session led by one of our partners. You walk away with a custom Trifecta™ — 10–20+ strategies on the table — an action plan, and clear next steps.
Monthly advisory support and live calls, custom tax and entity strategies, risk mitigation and asset protection plans — plus templates, recordings, slide decks, and recap notes after every meeting.
Live strategy & Q&A calls · ongoing support · priority communication · payroll level & allocation review · estimated tax calculations, federal & state
A comprehensive consultation after filing — and again six months later, while there’s still time to act on it
Business and individual return preparation & filing — prepared from a year of strategy, not a shoebox of surprises
VIP partner cell-phone access. When something comes up, you reach a partner — not a ticket queue.
Partner & Co-Founder
Mike is a CPA, MBA, and Main Street Tax Pro with years of experience in audit, tax, corporate finance, and consulting. He’s worked inside billion-dollar companies and now brings that expertise to entrepreneurs who need clarity, not complexity.
Corporate-trained. Entrepreneur by heart. Known for turning complexity into clarity.
Based in CT with his wife Laurie — also a CPA. Off the clock: guitar, golf, travel, live music, fine dining, and time with family.
Partner & Co-Founder
Andrew brings a powerhouse mix of Big 4 audit expertise and small business agility. He started his career at Ernst & Young auditing companies with $3B–$11B in revenue, then transitioned into tax and advisory — with a senior accountant seat at a boutique firm along the way.
Big Four roots. Laser-focused on detail, speed, and strategic outcomes.
Off the clock: lifting, jiu-jitsu, cigars, snowy mountains — and coaching wrestling on the side.
Certified Main Street Tax Pro · QuickBooks ProAdvisors · Trained in cutting-edge tax strategy · Experts in tech stack implementation
Love working with them. They’ve adapted to every business change I’ve had, and helped me through the process of filing everything so I don’t need to worry about it.
Ledgerly has been an invaluable asset to my business. As a small business owner in the construction industry, managing finances and bookkeeping can be overwhelming, but Ledgerly has made it seamless. Their team is highly knowledgeable about the specific needs of my industry, and they handle all my financial records with precision and attention to detail. Now I can focus on growing my business, knowing that my books are in capable hands. I highly recommend their bookkeeping services to any business owner looking for professional and reliable support.
Ledgerly did an amazing job with my taxes this year! I’m self-employed and my taxes are fairly complicated. They made sure every deductible was properly accounted for and no stone was left unturned. They were efficient when respond to questions and very easy to work with!
Ledgerly has transformed our non-profit’s finances, making everything clearer and more efficient. Andrew and Mike took the time to truly understand our needs, and their expertise and personal service have been invaluable. It’s a pleasure working with them.
Mike and Andrew are easy to reach and have added value to every conversation I have had with them. From Tax Strategy, Business Planning, Organization and more, Ledgerly is what you’d want in a business relationship.
Mike and the team at Ledgerly have proven to be a valuable asset and partner for my businesses. They’re highly engaged, thorough and always consider what’s best for you and your business. They’ve always been able to answer my questions on the spot or point me in the right direction/connect me with the right people.
Service-based businesses — law, dental, engineering, mortgage, consulting, and similar — generating $100K–$10M in revenue with lean teams of 1–10. Owners who are seeking clarity, protection, and wealth, not just another tax return. We’re not for everyone, and that’s by design — if we’re not the right fit, we’ll tell you straight.
Fifteen minutes. We uncover deductions and strategies you can still implement — ones your current CPA has never mentioned — show you exactly how much you’re overpaying the IRS in real, specific numbers based on your situation, and give you a clear action plan. The findings are yours to keep, whether we work together or not.
Our proprietary framework breaks your financial life into three key areas — Income, Assets, and Family Legacy — so we can identify opportunities, plug leaks, and build a custom game plan. It’s how we surface financial blind spots, optimize entity structure, and protect your assets, all in one picture.
It runs on a set cadence all year. Monthly: live strategy and Q&A calls, ongoing support, priority communication, payroll level and allocation review, and estimated tax calculations — federal and state. Semi-annually: a comprehensive consultation after filing, and another six months later. Annually: your business and individual returns, prepared and filed. Strategy stops being a tax-season event and becomes the operating system.
Yes. Our one-time consultations are 1–2 hour sessions with a partner over Google Meet, built around your specific questions. You leave with the call recording, recap notes, resources and templates, and a next-step plan. Pricing varies by topic — you’ll know the scope before we start.
Both — that’s the point. Bookkeeping & Accounting is one of our core services: accurate, up-to-date books and powerful dashboards, delivered by CPAs and supported by tech — QuickBooks Online, TaxDome, Bill.com, and Settle. Because the same partners see your books and your tax strategy, the two finally agree with each other.
Advisory, preparation, and bookkeeping are scoped to your situation, so we don’t publish one-size pricing. What we do publish: IRS form filings such as 1099s start at $50 per form plus filing fees, and other forms are priced by scope. Your discovery call is free — book it and you’ll see exactly what working together looks like before you commit to anything.
Your client portal is TaxDome — onboarding, your organizer, documents, and your signed engagement letter all live there. Partner sessions run on Google Meet, and after every meeting you get the recording, recap notes, and clear next steps. No ghosting. No gatekeeping.
Book your free discovery call and find out how we can save you thousands — this year and every year after. Show you exactly how much you’re overpaying the IRS, in real, specific numbers, and leave with a clear action plan either way.
Prefer email? info@goledgerly.com · Ledgerly LLP · PO BOX 110035, Trumbull, CT 06611 · Clients: TaxDome portal
