Client accounting for CPA firms
Built by a CPA firm. Run every day on our own clients.
LedgerCrest handles write-up for dozens of small clients from one firm login: the ledger, checks on blank stock, after-the-fact payroll forms, fund accounting and invoicing.
Trial balance
| Account | Debit | Credit |
|---|---|---|
| 1000 Cash – Operating | 48,210.55 | |
| 1200 Accounts receivable | 12,940.00 | |
| 2000 Accounts payable | 9,318.20 | |
| 4000 Sales | 96,402.35 | |
| 6100 Wages | 31,870.00 | |
| 6400 Rent | 12,700.00 | |
| Totals | 105,720.55 | 105,720.55 |
Everything a write-up practice does in a month
No per-client subscriptions to juggle and no logging in and out of separate company files.
One login, every client
Switch between clients in a click. Restrict sensitive clients to chosen staff; administrators see everything.
Client users, on your terms
Invite a client's staff to view their books, enter transactions and print their own checks, walled off from everyone else's.
Checks on blank stock
Print check-on-top vouchers with MICR on blank paper. No preprinted check orders for every client.
After-the-fact payroll
Enter paychecks by employee and date. Print 941s, W-2s and the Kentucky K-5, create the SSA W-2 e-file, and post the journal entry automatically.
Fund accounting when you need it
Turn on cash-basis funds with budgets for small libraries and nonprofits, each fund with its own bank account.
Simple invoicing
Create a quick invoice for services or fees, email it from the app, and record the payment when it arrives.
Coming from Full Contact Accounting?
LedgerCrest was built to replace it in our own office, so it works the way an FCA firm already works: many small clients, run by your staff.
- 1We import your charts of accounts and vendors.Client by client, straight from your existing data.
- 2Your staff get two live training sessions.Taught by the people who use it every day.
- 3You run a handful of clients side by side for 90 days.Keep going only if it earns its place in your office.
Your clients' data stays yours
Walled off by firm
No firm can see another firm's clients. Ever.
Encrypted and backed up
Encrypted in transit and at rest, with daily backups on U.S. hosting.
Written security program
Maintained under the FTC Safeguards Rule and IRS Publication 4557. Ask for a copy.
Leave with everything
Export any client's books to CSV and PDF at any time.
One price per firm, not per client
A flat monthly fee, tiered by how many bookkeeping clients you run. Every tier includes every feature.
Founding-firm pricing
- Tiers for up to 25, 50 and 100 clients
- Unlimited firm staff and client users
- Data import and training at onboarding
- Founding-firm rate locked for 24 months
Founding-firm pilot: a few spots this year
We're taking on fewer than five firms in the first year so every one gets real attention.
- 90 days on up to 10 of your clients
- Free import and two training sessions
- Biweekly calls that shape the product
- Founding-firm pricing if you stay