We are America's
Small Businesses' Most Trusted
Accounting Team.
Our vision at Upward Ledger was straightforward: every small business in America deserved accounting services that were both competent and accessible to them, without the hassle. This is why we made it our mission to offer you all three.
We Exist to Take the Financial Stress Off Your Plate
The small business owner does not need to be an accountant to keep up with everything. Accountancy bookkeeping mistakes, QuickBooks issues, payroll issues – these will cost you your time and mental relaxation.
The purpose of Upward Ledger is to solve these issues for you. We provide you with a professional level of assistance and reasonable prices across the whole 50 US states spectrum.
Mission
Provide small businesses and CPAs with dependable accounting and QuickBooks services with total integrity and speed, and at no additional cost.
Vision
To become the number one US-based provider of accounting services to small businesses, recognized for accuracy and results that are second to none.
Promise
We always provide professional experts to handle your services, not chatbots or foreign scripts. Every job is backed by our satisfaction guarantee.
Upward Ledger by the Numbers
"We don't just fix your books — we give you back control of your business."
— Founder, Upward LedgerCreated Ground Up for American Businesses
We didn’t begin as an accounting firm. We began with one simple idea, to provide professional accounting services and Quickbooks support for all small businesses in America.
Established With A Purpose
Upward Ledger was started by certified accountants who were tired of watching their small business clients suffer from bookkeeping issues, QuickBooks errors, and not having a cost-effective professional to help them out. Our startup included 10 clients and the promise of doing it correctly.
Expanding Into QuickBooks Errors
QuickBooks errors were becoming one of the biggest problems that our clients faced, prompting us to establish a dedicated team to handle these issues and earn us our very first QuickBooks ProAdvisor certifications.
Launched Payroll & CPA Outsourcing
Growth accounting firms sought dependable overflow solutions. Payroll and bookkeeping services for accounting firms were established, providing the option for growth without increasing staff numbers.
Full Remote Nationwide Services
The capability was developed for servicing clients from anywhere within the United States using remote access and 24/7 availability. There are no geographic barriers or boundaries, just professional assistance at your fingertips.
More Than 500 Businesses & Counting
Our current customer base exceeds 500 companies, CPAs, and bookkeepers who use our services to handle their QuickBooks data import and export needs. We have plans to roll out an additional product soon.
Experts. People. Results
All the individuals involved with our service are located in the USA, licensed, and are truly committed to making your business succeed.
Robert Hayes
Licensed CPA with over 15 years of experience in accounting, taxes, and financial management for various businesses.
🏆 CPA CertifiedSarah Mitchell
ProAdvisor Elite of QuickBooks for over 10 years providing expertise with regard to resolving all kinds of QuickBooks Desktop and QuickBooks Online problems.
✅ QB ProAdvisor EliteJames Turner
Professional experienced in Payroll compliance for multiple states, payroll set up in QuickBooks and preparation of Year-End W2 and 1099 forms in USA.
📋 Payroll CertifiedLisa Park
Professional skilled in transferring data from Sage, Xero, Excel to QuickBooks without affecting the daily business operations.
🔄 Migration SpecialistCertifications We Can Verify
Our certifications mean much more than an award; rather, they denote training, tested proficiency, and a dedication to completing the task properly and professionally.
QuickBooks ProAdvisor Certification
ProAdvisors certified by Intuit for both QuickBooks Online and QuickBooks Desktop.
CPA Expertise
In-house CPAs skilled in US GAAP accounting principles, small business tax preparation, and IRS compliance.
SOC 2 Security Standards
Utilize SOC 2 Type II compliant security protocols in our handling of your financial information using encrypted access.
Payroll Compliance Certified
Certified in US federal and multi-state payroll compliance and QuickBooks payroll configuration.
Xero & Sage Certified
Certified in both Xero and Sage 50 to provide seamless transitions between platforms and multiple software support.
AICPA Member Standards
CPAs at our firm follow the professional standards of AICPA, providing precision, professionalism, and confidentiality.
Six Values That Shape Everything That We Do
They are more than just words that decorate the wall of your office. They are values that shape all our actions from meeting clients to correcting errors.
Accuracy First
There is no guessing involved when working with us. You get what you expect to get. Every figure will be double checked for accuracy.
Real Relationships
You will have someone dedicated to you that understands your business not someone working off of tickets in a line. We develop relationships, not merely do business.
Speed That Matters
Time equals money. That's why we will be fast with our responses, solutions and delivery because waiting days for an accounting response is unacceptable.
Uncompromising Privacy
This is your data and your private business. We will sign nondisclosure agreements, work on fully encrypted systems and keep your data completely private.
Continuous Learning
Tax law changes. QuickBooks changes. Regulation changes. We continue our education so that you don’t have to.
Radical Transparency
No surprises. No unexpected costs. Flat rates. When a process takes more time or costs more than anticipated, we inform you ahead of time, not after.
We’ve Helped Businesses Just Like Yours Before
From hundreds of different industries, our professionals have years of experience to offer and we know the particular bookkeeping problems you may be facing.
Interested in Working with a Group of People That
You Can Really Trust?
Schedule your complimentary 30 minute consultation today. We will get to know you and your business, and explain how we can help without a sales pitch.