Know what needs attention.
Open tasks, missing documents, approval requests, and reconciliation exceptions surface in a simple workflow queue.
CPA-reviewed accounting portal
Confidence in your books
without chasing spreadsheets.
Ledger Summit combines accounting automation, CPA review, and a simple client workspace for close tasks, reconciliations, reports, documents, and finance questions — all on your existing stack.
Reconciled
0%
Open Tasks
0
needed
Reports Ready
0
System Changes
0
zero
Bank feed matched to ledger
Done
Upload payroll register
Needed
Review accrual exceptions
Today
P&L, balance sheet, cash view
Ready
Where to start
Three simple paths into Ledger Summit
The homepage stays focused. Full service detail, videos, certifications, and proof are preserved one level deeper.
Build
Accounting workflow automation
Bank recs, AP coding, approvals, close, payroll, and reporting workflows on your current stack.
3-week typical first workflow View automation services → PortalClient workspace
Tasks, documents, reports, exceptions, messages, and audit trails in one clean operating view.
One place for workflow status Explore the portal → DetailsFull capabilities archive
Original homepage service paths, automation areas, reviews, certifications, videos, and proof points.
No content removed Open full details →
What changes
Everything your finance team needs to see, answer, and approve in one place.
A clean workspace for reconciliations, close, FP&A, controls, and automation — backed by real accounting review.
See reports without rebuilding spreadsheets.
Monthly financials, KPI views, cash snapshots, and close status stay tied to verified ledger activity.
Stay audit-ready by default.
Every workflow keeps source files, approvals, exception notes, and reconciliation history attached to the work.
Keep humans on judgment calls.
Automation handles repeat work. CPA and MBA review stays focused on controls, exceptions, and decisions that need context.
Client workspace
A portal for the accounting work that usually lives in inboxes.
Use the same Ledger Summit visual language, but keep the front page easy to scan.
Communication
Message with context
Ask questions, answer requests, and keep context attached to the accounting workflow.
Documents
Organized requests
Upload statements, payroll registers, invoices, and audit support without hunting through inboxes.
Reports
Financial views ready
Access close packs, KPI dashboards, reconciliation summaries, and cash views from one place.
Evidence
Audit trail included
Approvals, evidence, and reviewer notes stay connected to each workflow.
Real support
Software feel.
Software feel.
Expert-backed service.
Ledger Summit is not a software-only dashboard and not a traditional consulting engagement. We build repeatable accounting workflows, then keep the financial judgment under CPA and MBA supervision.
01
CPA + MBA oversight
Judgment stays reviewed
Workflow design and review are grounded in accounting standards, controls, and operating reality.
- Accounting policy context
- Exception review
- Controls-aware handoff
02
No platform migration
Your stack stays
QuickBooks, Xero, NetSuite, or Sage stays in place while the workflow layer handles busywork.
- Existing ledger preserved
- No data migration project
- Lower team retraining burden
03
First workflow in weeks
Start narrow, prove value
We start with one high-friction workflow, prove the process, and expand only after value is visible.
- Workflow map
- Quick-win shortlist
- Runbook and evidence trail
How it works
From first review to portal-ready workflow in 3–8 weeks.
Three phases, each with a hard exit criterion. No open-ended consulting engagement.
-
Week 1–2
Map
We document the current process, data sources, approvals, and evidence gaps.
- Workflow map
- Quick-win shortlist
- Portal-ready request list
-
Week 3–6
Build
Tasks, documents, exceptions, reports, and approvals are organized around the workflow.
- Workflow status view
- Automation and review logic
- Parallel reconciliation evidence
-
Week 7–8
Handoff
Your team gets the runbook, evidence trail, and optional monitoring support.
- Operating runbook
- Training and owner handoff
- Optional monitoring contract
Client Results
Cleaner workflows. Faster answers. Less spreadsheet chasing.
Proof stays easy to scan on the homepage. The full review and certification detail now lives in the archive.
"
★★★★★
Month-end prep is about 50% faster.
50% faster month-end
Melissa T.
Controller, multi-entity SMB
"
★★★★★
Cash forecasting became a reliable, real-time view.
Real-time cash flow
Doug M.
CFO
Why Ledger Summit
What you get for the money.
CPA-reviewed workflows
Automation does the repeat work; accounting review stays focused on controls, exceptions, and judgment.
Existing systems stay
QuickBooks, Xero, NetSuite, or Sage remains your ledger. The workflow layer organizes the work around it.
Start in weeks
We scope one workflow first, prove value, then expand only where the process earns it.
Tools included
The free calculator and audit utility catalog remains available for operators who want to solve now.
Common Questions
FAQ
Fast answers for teams evaluating a portal-led accounting automation model.
The portal is the operating model for Ledger Summit engagements: tasks, evidence, reports, status, and communication are organized around the workflows we build. If a custom client workspace is needed, we scope it during the workflow review.
No. Ledger Summit works on top of QuickBooks, Xero, NetSuite, Sage, and supporting payroll, AP, and reporting tools.
A workflow map, a quick-win shortlist, a start-here plan with timelines and exit criteria, and an honest view of whether automation is the right first move.
See what your accounting workflow could look like in Ledger Summit.
Book a free 30-minute workflow review. Walk away with a workflow map, quick-win list, and a start-here plan whether you work with us or not.
Book a free review