About Ledgerline
Numbers people,
for growth people
Since 2005 we have believed small businesses deserve the same financial clarity that big companies take for granted. So we built a firm that pairs senior expertise with modern tools — and treats your books like our own.
By the numbers
20+
Years in practice
350+
Businesses served
$1.2B
Payroll processed
98%
Client retention
Our story
Ledgerline started with a simple frustration: founders and owners spending nights wrestling spreadsheets instead of building their business. Two decades later, we have grown into a team of accountants, tax strategists, and payroll specialists — but the mission has not changed. We handle the numbers with precision, so you can focus on what you do best.
What we stand for
Principles behind every entry
Precision first
Every number is reconciled and double-checked. Clean books are not a nice-to-have — they are the whole job.
Plain language
No jargon, no runaround. We explain what the numbers mean and what to do next, in words that make sense.
In your corner
We are proactive partners, not a once-a-year vendor. When something matters to your finances, you hear from us first.
The team
Senior people on your account
DC
Dana Cole, CPA
Founder & Principal
SN
Sam Nguyen
Head of Tax
PV
Priya Varma
Payroll Lead
MO
Marcus Owusu
Client Accounting
Let us put your books in good hands
Book a free consultation and meet the team that will handle your finances with precision.
Get a Free Consultation