Acumatica Consultant Services for US Businesses
If you need help setting up Acumatica, we can’t assist with that. We are an accounting firm led by a qualified accountant. 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.
2,246+
Happy Clients
12 +
Years in industry
150 +
Strong team
WHAT WE FIX
Acumatica Accounting Problems We've Solved for Clients
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: accountant-led tax planning, built into your daily accounting.
WHAT WE OFFER
What Our Acumatica Accounting Services Include
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 Accounting Management
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.
- Multi-Entity & Multi-Currency Accounting
Consolidated reporting across entities and currencies structured to actually tie out, with clean intercompany accounting behind it.
- Financial Module Configuration & Cleanup
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 & Compliance
Tax planning and compliance handled directly by our accountant-led team, not an afterthought bolted onto implementation.
- Custom Financial Reporting & Dashboards
Dashboards and reports built for financial decision-making, cash position, tax exposure, and performance by entity, on demand.
- Automated Financial Integrations
Bank feeds, payroll, and finance tools connected cleanly to Acumatica, so transactions post automatically and reconciliation stops being manual.
- Fractional CFO Advisory
Monthly CFO reviews, KPI reporting, and strategic financial guidance layered on top of your Acumatica accounting.
- Accounting System Optimization
Ongoing optimization and monitoring of your accounting workflows inside Acumatica, so the financial side stays stable and accurate as you grow.
HOW IT WORKS
How We Run Your Acumatica Accounting
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.
Accounting Assessment
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.
Financial Configuration & Internal Controls
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.
Automation Built for Your Accounting Workflow
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.
Real-Time Financial Reporting
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.
reviews
Here's What Happens When You Work With Us!
5.0
From 16 reviews
Patrick Hensley
Head of Product at AtlasPeak Technologies
reviewed on 27/3/2026
Fractional CFO Service that made financial planning easier
Hiring a full-time CFO wasn’t practical for us, but we still needed high-level financial guidance. Ledger Labs’ fractional CFO service gave us exactly that. They helped us set budgets, improve cash flow management, and prepare for investor discussions.
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Kevin Hollis
Senior executive at Canyon Peak Outfitters
reviewed on 17/7/2026
Great Experience with Ecommerce Accounting
We’ve partnered with Ledger Labs for about 18 months to manage bookkeeping and ecommerce accounting. Selling across Shopify and Amazon made reconciliation challenging, and our reports were never completely accurate. Their team streamlined the entire process and helped us understand where our profits were actually coming from. They’re easy to reach, communicate clearly, and resolve issues quickly.
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Ian Delaney
Project Assistant at Fairmont Systems Inc
reviewed on 20/6/2026
Great Bookkeeping Support
We’ve been working with their bookkeeping team for a little over 2 years. Before that, our books were constantly behind, and I never felt confident looking at our financial reports. The team helped clean up historical transactions and built a process that keeps everything updated each month.
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Reviews (37)
5.0
Trevor James
May 08
We contacted Ledger Labs when our QuickBooks records became difficult to manage internally. There were duplicate entries, unreconciled transactions, and several months of pending bookkeeping work. Their team handled the cleanup process professionally and explained every correction clearly. After the cleanup, they also helped us establish a monthly bookkeeping workflow that made reporting much more organized.
Jason Carter
Apr 25
Ledger Labs has been a reliable accounting partner for our business. Their team is responsive, organized, and always delivers work on time. Highly recommended for startups and growing companies.
Gregory Walsh
Apr 04
We run a mid-sized Shopify store, and our books were always a mess, especially with payouts and fees. Ledger Labs cleaned everything up, and now our monthly reports actually make sense. It’s much easier to see where we’re making money and where we’re not.
BUILT FOR YOUR INDUSTRY
Acumatica Accounting Built Around Your Industry
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.
Manufacturing
Job costing, COGS, and inventory tied back to the floor. We clear the bottlenecks, so you know exactly what each product costs to make.
Startups
Investor-ready financials, burn and runway tracking, and books that scale with every raise. Make confident calls before the cash runs low.
Team You Can Count On
Gary Jain
Founder, Accountant, MBA, CFO
Gary started Ledger Labs in 2014 and has helped 2,246+ 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 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 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
Why Do Businesses Switch Their Acumatica Accounting to Ledger Labs?
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 | accountant-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 accounting 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 |
Our Testimonials
Hear from More Business Owners Who Were in Your Exact Position
Find out what our customers are saying about our services.
FAQ
Acumatica Accounting Questions We Get A Lot
1. Are you an Acumatica implementation partner, or an accounting firm?
We’re an accounting firm. We don’t sell Acumatica licenses or handle new-system implementation projects; we run the accounting function inside Acumatica once it’s live: bookkeeping, close, tax compliance, and financial reporting. If you need help selecting or technically implementing Acumatica itself, that’s a different service than what we provide.
2. What does Acumatica accounting actually include?
It covers daily reconciliations, chart of accounts structuring, multi-entity consolidation, tax planning and compliance, and financial reporting, all handled by an accountant-led team. Unlike a typical implementation partner, our work continues every month, not just at go-live.
3. Can you fix a broken or poorly configured Acumatica accounting setup?
Yes, this is one of the most common reasons clients come to us. We’ve corrected inaccurate financial reports, chart of accounts that never fit the business, and multi-entity structures that didn’t reconcile. We assess what’s wrong and rebuild it around how your business actually operates.
4. Can you handle multi-entity and multi-currency accounting in Acumatica?
Yes. We build and maintain consolidated reporting across entities and currencies, so it actually ties out, not just at setup, but every month after, as your business changes.
5. Do you handle tax compliance for Acumatica-based businesses?
Yes. Tax planning and compliance are handled directly by our accountant-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.
6. Do you provide CFO-level guidance, or just bookkeeping?
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.
7. Can you connect Acumatica to our banking and payroll tools?
Yes, we connect Acumatica to your banking feeds and payroll systems, so transactions post automatically and reconciliation stops being manual work.
8. Do you work with businesses across different industries?
Yes, Acumatica serves distribution, manufacturing, retail, and professional services businesses, and we build accounting workflows suited to how each operates, not a one-size-fits-all setup.
9. What does Acumatica accounting cost?
It depends on your transaction volume, number of entities, and the scope of reporting and tax work 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.
Blogs
Our Thought Leadership
Our multidimensional experience and wide exposure have been channelized beautifully in these articles!
See What Happens When You Work With Us
From saving thousands to scaling fast, these stories highlight how we help businesses grow smarter with real financial strategy and execution.
Empowering Business Confidence Through Precision and Insight
Navigating Financial Complexity to Secure Investment
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