FINANCIAL INTELLIGENCE UNIT

Stop guessing. Start scaling.

We combine forensic accounting with predictive AI to keep your business compliant and profitable. The modern CFO stack for growth companies.

TAX SAVINGS (YTD) LIVE

$142,500

*Average client optimization in first 90 days.

The Protocol

How we modernize your financial stack in 30 days.

1

Integrate

We connect directly to your bank feeds, Stripe, and payroll to aggregate data instantly.

2

Analyze

Our team performs a forensic deep-dive to find leaks, tax credits, and inefficiencies.

3

Optimize

We deliver a quarterly playbook to increase margins and extend your runway.

Command Center

What you see when you work with us.

CASH FLOW $1.2M ▲ 12% vs Last Month
TAX LIABILITY REDUCTION
-24% Projected for Q4
BURN RATE $42k / Month
RUNWAY 18 Mo Conservative

Client Outcomes

★★★★★

"The Ledger found $40k in missed deductions in our first month. They paid for themselves instantly."

— Sarah J., CEO of TechFlow

★★★★★

"Finally, an accounting firm that understands SaaS metrics and burn rate. Highly recommended."

— Mike T., Founder

★★★★★

"The dashboard access is a game changer. I know my cash position in real-time."

— Elena R., CFO

ROI Estimator

Annual Revenue $500,000
Profit Margin 20%
POTENTIAL TAX SAVINGS
$15,000

Common Questions

Yes, we specialize in US, UK, and EU cross-border tax implications for digital companies.
We use bank-grade 256-bit AES encryption for all document transfers and storage.
We are certified partners with QuickBooks Online, Xero, and NetSuite.

Secure Inquiry

Initialize a secure, encrypted conversation with our team.


DIRECT LINE

(212) 555-0199


ENCRYPTION

TLS 1.3 / SOC2