Ledgerline CPA Request a consultation

Ledgerline CPA
Minneapolis, Minnesota

Most of it fits the lines.The rest is where we come in.

Bookkeeping, payroll, and tax preparation for Minneapolis small businesses — kept current, kept on schedule, and readable. Advisory for the decisions that don't fit the routine.

Request a consultation See the services

01 — Services

Four services, one set of books.

Every engagement starts with the same question: what does the business need to see, and how often?

  1. 01

    Bookkeeping

    Monthly close, reconciled bank and card accounts, and a general ledger that reads the way you would expect it to.

  2. 02

    Payroll

    Payroll runs, withholding, and quarterly filings, scheduled alongside the bookkeeping so nothing is counted twice.

  3. 03

    Tax preparation

    Federal and Minnesota returns for sole proprietors, partnerships, S corporations, and C corporations, prepared from books we already know.

  4. 04

    Advisory

    Cash-flow planning, entity and compensation questions, and the decisions that don't fit a routine.

02 — Process

A close you can put on the calendar.

You should know the date your statements arrive, and what we need from you to get there.

An accountant reviewing printed financial statements at a desk in a small office
The monthly close, start to finish.
  1. 01

    Onboarding

    We read last year's return and your current books, then agree on what we keep and what we clean up.

  2. 02

    Monthly close

    Statements on a fixed date, with our questions written in plain language rather than buried in a report.

  3. 03

    Filings and payroll

    Payroll runs, quarterly filings, and the annual return move on their own schedule, not all at once in April.

  4. 04

    Mid-year review

    Twice a year we sit down with the numbers and talk about what has changed in the business.

03 — Advisory

The rest is where we come in.

Advisory starts once the routine work is already handled and the questions change.

They tend to be about timing and trade-offs: what a new hire costs before the hire earns anything back, how a piece of equipment fits into the year, what a lender will want to see on the statements.

We work through those with your own numbers — the same ones that appear on the statements — rather than a template.

  • Can the business support another hire this year?
  • Should we stay an LLC, or elect S corporation status?
  • How much should be set aside for taxes each quarter?
  • What does a lender want to see before we apply?
An accountant and a small business owner reviewing figures together at a table
Advisory, worked from your own statements.

04 — Minneapolis

Minneapolis, and the metro around it.

Ledgerline CPA works with owner-operated businesses in Minneapolis and the surrounding metro — the kind of company where the owner still signs the checks.

Most of the work happens remotely, with books shared securely and a scheduled call when a conversation is faster than a thread of messages. When it helps to meet in person, we meet.

A small storefront on a quiet Minneapolis commercial street in morning light
Minneapolis, Minnesota.

05 — Consultation

Request a consultation.

Tell us what the business looks like and what you need help with. We will follow up by email to set a time.

Bookkeeping · Payroll · Tax · Advisory

We reply by email to schedule a time.