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If you need help setting up Acumatica, we can’t assist with that. We are an accounting firm led by a CPA and IRS Enrolled Agent. Our team focuses on managing the accounting tasks in Acumatica once it’s up and running. This includes bookkeeping, closing accounts, reporting, and ensuring compliance.
We create Acumatica accounting systems to match how your business operates. We offer clean setups for multiple entities, real-time dashboards, and reliable financial reports, not just software that is set up technically.
Happy Clients
Years in industry
Strong team
We've stepped in when financial reports didn't add up, when month-end dragged for weeks, and when leadership had no real visibility into what was actually happening across departments. Here's what we fix.
Problem: Reports are inaccurate or incomplete, so decisions get made on bad numbers.
Fix: We rebuild your reporting foundation, so the numbers finally reflect reality.
Problem: Reporting structures leave leadership blind to what's actually happening.
Fix: Real-time dashboards and reporting built for genuine cross-department visibility.
Problem: Closing the books takes far longer than it should.
Fix: A structured close process, so financials land on time, every time.
Problem: Consolidated numbers across entities and currencies don't reconcile.
Fix: We rebuild the structure, so every entity rolls up correctly.
Problem: Your chart of accounts was never structured around how you actually operate.
Fix: We rebuild it to reflect your real business, not a generic template.
Problem: Tax planning happens as an afterthought instead of an ongoing process.
Fix: CPA and IRS Enrolled Agent–led tax planning, built into your daily accounting.
We offer complete financial management within Acumatica. This includes daily reconciliations, tax planning, CFO-level reviews, and actionable reporting. Our team is led by CPAs, ensuring that every setup follows real accounting standards instead of just software configurations.
Daily reconciliations, maintaining ledgers, and accurate financial reporting are essential tasks. They ensure that your financial records remain reliable, not just correct when you start.
Consolidated reporting across entities and currencies structured to actually tie out, with clean intercompany accounting behind it.
We configure Acumatica’s financial modules around how your business runs, chart of accounts, tax setup, and historical data cleanup, so the accounting foundation is right, not just technically installed.
Tax planning and compliance handled directly by our CPA and IRS Enrolled Agent–led team, not an afterthought bolted onto implementation.
Dashboards and reports built for financial decision-making, cash position, tax exposure, and performance by entity, on demand.
Bank feeds, payroll, and finance tools connected cleanly to Acumatica, so transactions post automatically and reconciliation stops being manual.
Monthly CFO reviews, KPI reporting, and strategic financial guidance layered on top of your Acumatica accounting.
Ongoing optimization and monitoring of your accounting workflows inside Acumatica, so the financial side stays stable and accurate as you grow.
We follow four steps: first, we find what’s not working in your accounting. Next, we rebuild the financial foundation properly. Then, we automate what shouldn’t be manual. Finally, we set up reporting you can actually act on.
We thoroughly review your Acumatica financial modules, chart of accounts, tax configuration, and reporting setup to surface what's inaccurate, misconfigured, or holding back your close. You get a clear list of findings and a prioritized roadmap before any changes are made.
We configure Acumatica's accounting around your business, chart of accounts, multi-entity consolidation, tax setup, and financial reporting structure. Role-based access, approval workflows, and audit trails keep your books accurate and compliant.
We connect Acumatica to your banking feeds and payroll tools, and automate recurring accounting entries and reconciliations, so transactions post cleanly and your team stops doing manual bookkeeping work.
We build dashboards and scheduled reports showing financial performance across entities, tax exposure, and cash position on demand, so leadership acts on current numbers, not a static snapshot from weeks ago.
Ledger Labs consistently delivered high-quality work on time, demonstrating their reliability and commitment to meeting deadlines. Their punctuality in delivering reports and updates helped maintain smooth business operations and strategic planning. Their ability to adapt to changing needs and provide flexible solutions was a standout feature. Whether it was adjusting the scope of work or refining financial processes, Ledger Labs showcased a strong commitment to meeting the evolving needs of the business.
Distribution, manufacturing, retail, and professional services each stress Acumatica differently, and generic accounting firms treat them all the same. We don’t.
Channel-level sales, payouts, ad spend, and fulfillment costs, reconciled to the penny. We turn multi-platform chaos into clean margins you can actually read.
Job costing, COGS, and inventory tied back to the floor. We clear the bottlenecks, so you know exactly what each product costs to make.
Entity-by-entity books and property-level P&Ls, clean enough for investors and lenders. Know which properties earn and which ones drain.
Investor-ready financials, burn and runway tracking, and books that scale with every raise. Make confident calls before the cash runs low.
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.
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.
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.
Many Acumatica partners provide implementation services but then stop helping. We keep managing your accounting every month, for as long as you need. This is where we really stand out.
| Feature | Typical Acumatica VAR / Implementation Partner | Ledger Labs' Acumatica Accounting Services |
|---|---|---|
| Who's behind the work | ERP consultants and system implementers | CPA and IRS Enrolled Agent–led accounting team |
| Scope of relationship | Project-based, go live, then they're gone | Ongoing, daily reconciliations, monthly close, and reporting |
| Chart of accounts | Configured to a template at go-live | Structured around your real business and maintained over time |
| Multi-entity accounting | Set up once during implementation | Actively maintained so consolidated reports keep tying out |
| Financial reporting | Standard, static reports | Real-time dashboards built for financial decision-making |
| Tax compliance | Not in scope, referred elsewhere | Handled directly by our CPA-led team, built into your daily accounting |
| Strategic guidance | None, implementation ends at go-live | Fractional CFO advisory and monthly financial reviews |
| Post-go-live | Support tickets, billed hourly | A dedicated accounting team that knows your business |
Find out what our customers are saying about our services.
Yes. Tax planning and compliance are handled directly by our CPA and IRS Enrolled Agent–led team, the same team that runs tax compliance for clients across every ERP we work with, built into your regular accounting process rather than a year-end scramble.
Both. Beyond daily accounting, our fractional CFO team layers monthly reviews, KPI reporting, and strategic guidance on top of your Acumatica accounting, so the numbers actually inform decisions, not just record them.
Our multidimensional experience and wide exposure have been channelized beautifully in these articles!
From saving thousands to scaling fast, these stories highlight how we help businesses grow smarter with real financial strategy and execution.
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Our reports never quite matched reality, and I couldn't get a clear view across our different departments — everything was siloed. Ledger Labs rebuilt our reporting foundation inside Acumatica, and now I actually have real-time visibility into what's happening across the business, not a static report from three weeks ago.
Thaddeus Okonkwo CEO