Microsoft Dynamics Accounting Services for US Businesses

Get more from Microsoft Dynamics with accounting built for how your business actually runs. We help US companies set up, optimize, and manage their Dynamics 365 and Business Central environment, accurate financials, cleaner workflows, and reporting you can act on.

Many Dynamics partners know the platform but not US accounting. We’re the opposite, a CPA and IRS Enrolled Agent–led team that treats Dynamics as an accounting system first, not just software to configure.

2000 +

Happy Clients

12 +

Years in industry

150 +

Strong team

WHAT WE FIX

Microsoft Dynamics Accounting Problems We've Solved for Clients

We've corrected financial modules producing inaccurate reports, rebuilt workflows that slowed month-end to a crawl, and fixed integrations that kept pushing bad data across platforms. Here's what we fix.

Problem: Inaccurate reporting and reconciliation issues undermine every number.
Fix: We rebuild the reporting foundation, so the numbers finally reflect reality.

Problem: A disorganized chart of accounts is causing reporting errors.
Fix: We restructure it around how your business actually operates.

Problem: Manual approval processes bottleneck your financial operations.
Fix: We automate the workflow, so approvals don't stall your close.

Problem: Workflow automation exists but doesn't actually work as intended.
Fix: We rebuild it properly, so automation does what it's supposed to.

Problem: Broken integrations mean data doesn't flow where it should.
Fix: We fix the connections, so financial data syncs cleanly across systems.

Problem: Performance breaks down after updates or migrations.
Fix: We stabilize your setup, so upgrades don't put your accounting at risk.

Problem: Limited visibility into key metrics leaves leadership guessing.
Fix: Real-time dashboards, so decisions are based on current numbers.

Problem: The system slows down exactly when you need it most.
Fix: We optimize performance, so it holds up under real business volume.

WHAT'S IN IT FOR YOU

What Our Microsoft Dynamics Accounting Services Include

Dynamics is only as good as the accounting behind it. Here's what our CPA-led team handles to make sure the platform actually delivers accurate, reliable financials.

HOW IT WORKS

How We Run Your Microsoft Dynamics Accounting

We make Microsoft Dynamics work seamlessly for your US business. First, we assess your current setup and identify any issues. Next, we optimize configurations and internal controls. Then, we automate key workflows and integrations. Finally, we build real-time dashboards that give you clear financial visibility.

Accounting Assessment

We review your Microsoft Dynamics environment, including your chart of accounts, sales tax setup, financial processes, integrations, and reporting. You'll receive a clear list of findings and recommendations to improve accuracy and performance.

Configuration & Internal Controls

We configure Microsoft Dynamics to align with US GAAP, including sales tax settings, payroll integrations, inventory management, and role-based access controls. Audit trails help maintain accuracy and compliance as your business grows.

Automation Built for Your Workflow

We integrate Microsoft Dynamics with your banking, CRM, payroll, and ecommerce systems. By automating routine accounting tasks, we reduce manual work and improve data accuracy across your operations.

Real-Time Reporting

We create customized Microsoft Dynamics and Power BI dashboards that provide real-time insights into cash flow, profitability, and business performance, helping you make faster, data-driven decisions.

reviews

Here's What Happens When You Work With Us!

5.0
From 16 reviews
Reviews (37)
5.0
BUILT FOR YOUR INDUSTRY

Microsoft Dynamics Accounting Built Around Your Industry

Manufacturing, ecommerce, real estate, and startups have different needs when it comes to accounting. However, many general accounting firms treat all these industries the same. We do not.

  • Ecommerce Businesses

Banking, CRM, and sales channel integrations connected cleanly, with reporting that keeps pace with fast-moving sales data.

  • Manufacturing

Chart of accounts and reporting configured to reflect real production costs, not generic templates.

  • Real Estate

Financial structures built for multi-entity complexity and long deal cycles, with reporting that actually reconciles.

  • Startups

Clean financial structures and investor-ready reporting built correctly in Dynamics from day one.

Team You Can Count On

Gary Jain

Gary Jain

CFO | IRS Enrolled Agent

Gary started Ledger Labs in 2014 and has helped over 2,000 ecommerce businesses improve their finances. He focuses on CFO services, setting up ERP systems such as NetSuite, Odoo, and QuickBooks, and automating financial processes for growing online brands.

Allison Rinehimer Operations Manager

Allison Rinehimer

Operations Manager

Allison is a Certified Public Accountant (CPA) and a member of the AICPA. She oversees operations at Ledger Labs, ensuring accurate, compliant financials for hundreds of clients. With experience in both public and private accounting, she builds scalable systems that support fast-growing ecommerce businesses.

Matt Hidalgo Accountant

Matt Hidalgo

Accountant

Matt brings 7+ years of accounting experience across ecommerce, SaaS, and technology. He specializes in financial reporting, month-end close management, and ERP implementations (including NetSuite transitions). Matt ensures our clients get accurate, timely financials they can rely on for growth decisions.

Software We Work In

THE DIFFERENCE

Why Do Businesses Switch Their Dynamics Partner to Ledger Labs?

Many Dynamics partners understand the platform but lack knowledge of US accounting. That’s where the difference becomes clear.

FeatureLedger Labs' Microsoft Dynamics Accounting ServicesOther Services
Financial System StructuringMicrosoft Dynamics configured around real accounting workflows and compliance standardsTemplate setups without focus on financial accuracy or audit readiness
Custom Workflow AutomationsAutomated approvals, reconciliations, and reporting tied to actual business needsBasic automations that miss critical accounting and reporting steps
Stable Banking and CRM IntegrationsSeamless integrations that reduce manual entry and reconcile data across platformsDisconnected systems leading to duplicated work and reporting inconsistencies
Upgrade-Proof CustomizationsClean, maintainable customizations that survive Dynamics updates without breaking operationsFragile custom work that risks downtime and data loss during upgrades
Accurate Financial Reporting and DashboardsDynamic reports built for real-time financial analysis and smarter decision-makingStatic reports lacking operational depth and actionable insights
Performance Optimization and ScalabilitySystems tuned for fast performance and smooth scaling as operations expandShort-term solutions that fail under volume or process complexity
Transparent Project CommunicationClear timelines, documented updates, and fast answers without technical jargonUnclear communication and slow updates leading to project delays
Long-Term Support and Financial System HealthPost-launch optimization, issue resolution, and proactive system improvementsMinimal support after implementation with no ongoing improvement planning

Our Testimonials

Hear from More Business Owners Who Were in Your Exact Position

Find out what our customers are saying about our services.

Our chart of accounts had become a mess of one-off exceptions over the years, and our reports reflected that, inconsistent and honestly hard to trust. Ledger Labs rebuilt it around how we actually operate. It's the first time our Dynamics reports have made sense without someone explaining them to me.

Alistair Kwarteng CFO

Our banking and CRM data never synced properly with Dynamics, so someone was manually re-entering half of it every week. Ledger Labs fixed the integrations end to end. That alone got hours back for my team every single week.

Delphine Marchetti-Oyelaran Operations Director

I was making decisions on numbers that were already a month old by the time I saw them. Ledger Labs built real-time dashboards inside Dynamics and Power BI, and now I actually see what's happening today. That changed how quickly I can respond to problems.

Bartholomew Reyes-Achterberg VP Finance

Our previous Dynamics partner clearly knew the software but had no real accounting background; our books were technically 'set up' but functionally useless. Ledger Labs actually understood accounting first. That distinction made all the difference in whether our numbers were just present or actually accurate.

Cordelia Ashworth-Nwosu Controller
FAQ

Microsoft Dynamics Accounting Questions We Get A Lot

1. What does Microsoft Dynamics accounting actually include?
It covers financial module configuration, chart of accounts structuring, daily reconciliations, sales tax and GAAP compliance, custom reporting, and workflow automation. At Ledger Labs, we’re accounting experts first, so every setup reflects real financial standards, not just technical configuration.

We’re an accounting firm. Many Dynamics partners understand the platform but lack knowledge of US accounting; we’re the opposite. We focus on making sure the financial side of your Dynamics or Business Central environment is accurate, compliant, and reliable, not just technically functional.

Yes. Business Central is one of our core areas of focus; we configure it to align with US GAAP, set up sales tax and payroll integrations, and build role-based access controls and audit trails as your business grows.
Yes, this is one of the most common reasons clients come to us. We’ve corrected inaccurate financial reporting, disorganized charts of accounts, and failed integrations with banking, CRM, and ERP systems.
Yes. We integrate Dynamics with the tools you already run, so financial data flows automatically instead of requiring manual entry or reconciliation.

Yes. Tax planning and preparation are handled directly by our CPA and IRS Enrolled Agent–led team, built into your regular accounting process rather than treated as a separate, disconnected service.

Both. Beyond daily accounting, we offer outsourced CFO guidance with interactive reviews, layered on top of your Dynamics accounting, so the numbers actually inform strategic decisions.

Yes, this is a specific focus of ours. We build clean, maintainable customizations designed to survive upgrades without breaking operations or risking data loss.

It depends on your transaction volume, number of entities, and the scope of reporting and integrations you need, so published “average” figures rarely match what you’ll actually pay. Rather than bill hourly, we scope your needs and quote a clear fixed fee. Book a consultation for a quote based on your business.

See What Happens When You Work With Us

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