For accountants & bookkeepers
Build your practice on Ledgehaven
One portal for every client's books, plus the tools to price, bill and get paid for your services. Buy client subscriptions at wholesale and keep the margin, or refer clients and earn a recurring share.
The accountant portal
- Multi-client dashboard
- Switch between client books in one click
- Month-end close checklist per client
- Task and review queue
- Client invites
- Your own service pricing and client billing
- Revenue and margin by client
- CRM and change requests
Two ways to earn
Wholesale billing
You pay Ledgehaven a wholesale rate (40% below retail) for each client you manage. You set the price your client pays, bundle it with your services, and keep the difference.
Referral revenue share
Prefer your clients pay Ledgehaven directly? You earn 20% of their subscription each month for as long as they stay a customer.
Bill for your services
Set your monthly bookkeeping, payroll and tax-prep fees and invoice clients from the portal. Payments settle into your firm's own Stripe account. Ledgehaven never holds the funds.
Partner rates
| Plan | Retail / mo | Your wholesale cost / mo | Or referral share / mo |
|---|---|---|---|
| Starter | $29 | $17.40 | $5.80 |
| Essentials | $69 | $41.40 | $13.80 |
| Plus | $99 | $59.40 | $19.80 |
| Advanced | $249 | $149.40 | $49.80 |
Partner terms are subject to a written partner agreement. Your resale price and service fees are up to you.
Member perk
20% off website & client portal design
All Ledgehaven clients and accountants get 20% off website and client portal design from Dream Team Consulting.
Applies to new Dream Team Consulting projects. Can't be combined with other offers unless stated.
Join the partner program
Create a firm account to open the accountant portal. We'll follow up to set up wholesale billing.
Ledgehaven doesn't verify or represent the credentials of partner firms. Clients choose and engage their own accountant.