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LedgerCrest
Client accounting for CPA firms

Built by a CPA firm.
Run every day on our own clients.

One firm login for all your write-up clients: the ledger, checks on blank stock, after-the-fact payroll forms, fund accounting and invoicing. Designed and used daily by Maddox & Associates CPAs on about 100 bookkeeping clients.

What it does

One login, every clientSwitch clients in a click; restrict sensitive clients to chosen staff.
Client users, on your termsClients can view books, enter transactions and print checks when you allow it.
Checks on blank stockCheck-on-top vouchers with MICR. No preprinted checks to order.
After-the-fact payroll941s, W-2s, KY K-5 and the SSA W-2 e-file, with the journal entry posted for you.
Fund accountingCash-basis funds with budgets for small libraries and nonprofits.
Simple invoicingQuick service invoices, emailed from the app, with payments recorded.

Switching is simple

  1. We import your charts of accounts and vendors, including from Full Contact Accounting.
  2. Two live training sessions for your staff.
  3. Run a few clients side by side before you commit.

Secure by design

  • Each firm's data walled off from every other firm.
  • Encrypted, backed up daily, hosted in the U.S.
  • Written security program under the FTC Safeguards Rule and IRS Pub. 4557.
  • Export any client to CSV and PDF anytime.
Founding-firm pilot: fewer than five firms in year one
90 days on up to 10 of your clients · free import and training · biweekly feedback calls · founding-firm pricing locked for 24 months if you stay. One flat monthly price per firm, never per client.
Book a 30-minute walkthrough · Paul Maddox, CPAhello@ledgercrest.online · ledgercrest.online