Example site · not a live listing

An accounting firm website that books tax consults

Want an accounting firm website that books tax consults? Ledgerwise Accounting is a sample accounting firm in Chicago whose site sends every request into a simple admin CRM, so nothing sits unanswered.

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CPA firm · QuickBooks Online and Xero certifiedMon–Fri 8:30–5:30 · Sample (312) 555-0114

Chicago small business accountants

Clean books every month. No April panic.

Ledgerwise closes your books by the 15th of every month, files your business and personal returns, and runs payroll, all for one flat monthly fee. You get a dedicated accountant, not a ticket queue. This is a demo, not a real CPA firm.

See pricing

Upcoming deadlines

Clients get reminders 30, 14, and 3 days out.

  • Q4 estimated tax paymentJan 15
  • W-2 and 1099-NEC to workersJan 31
  • S-corp and partnership returnsMar 15
  • Individual and C-corp returnsApr 15
  • Illinois sales tax (monthly)20th
15thmonthly close date
1 dayemail response time
320+small business clients
CPAreviewed returns
Accountant pointing at a calculator on a desk

A CPA who answers

Your own accountant, all year

Each client gets a named CPA, a secure portal, and a reply within one business day, not only at tax time.

Services

Your back office, handled

Monthly bookkeeping

Bank reconciliations, categorization, and a P&L in your inbox.

Business tax returns

LLC, S-corp, partnership, and C-corp filings with planning.

Personal returns

Owners, rentals, and side businesses, coordinated with your company.

Payroll

Direct deposit, filings, and year-end W-2s through Gusto.

Catch-up bookkeeping

Months or years behind? We rebuild them on a fixed quote.

CFO advisory

Cash-flow forecasts, pricing, and lender-ready financials.

Pricing

Flat monthly packages

Essentials

Up to $25k monthly expenses.

  • Monthly bookkeeping
  • Quarterly check-in
  • Year-end tax package
$350 / month
Most popular

Growth

Up to $100k monthly expenses.

  • Everything in Essentials
  • Business tax return included
  • Payroll up to 15 people
$650 / month

Scale

Multi-location and inventory businesses.

  • Everything in Growth
  • Monthly CFO meeting
  • Budget vs. actual reports
$1,200 / month

Client portal

Everything in one secure place

  • Upload receipts and statements from your phone
  • See monthly reports the day they close
  • E-sign engagement letters and tax forms
  • Message your accountant without email chains
  • Bank-level encryption and two-factor sign-in

Who we serve

Industries we know well

Restaurants & cafésConstruction tradesHealth & wellnessCreative agenciesE-commerceReal estate investorsProfessional servicesNonprofits

Team

Meet your accountants

RK

Rachel Kim, CPA

Founder. Tax planning for S-corps and owners.

DO

David Osei, CPA

Restaurants, payroll, and multi-location reporting.

LM

Lena Marsh

Senior bookkeeper. Catch-up projects and cleanup.

FAQ

Questions owners ask

Can you take over mid-year?

Yes. We start with a catch-up quote for the months you are behind, then move you to a monthly package.

Do I have to switch software?

No. We work in QuickBooks Online or Xero and keep your existing bank connections.

Is the discovery call free?

Yes. It is 30 minutes, and you leave with a fixed-price proposal within two business days.

Behind the website

Every inquiry lands in the admin CRM

This example comes with a working admin CRM demo. Send a test inquiry, then open the admin to book the discovery call, send an engagement estimate, and invoice it. Test requests use made-up details and stay in this browser.

Open the admin CRM

Get a fixed-price proposal this week

Book a 30-minute discovery call. No obligation, no hourly surprises.

Call (312) 555-0114