Accounting · The Ledger plans
Clean books, kept by a CPA firm
Monthly bookkeeping — reconciliation, categorization, and financial statements — kept by JMCPA. The foundation FP&A runs on. Above the top tier, work is custom (Command). It's the foundation everything else runs on — your tax position, your payroll, and the forward-looking Financial Planning & Analysis that turns clean books into decisions.
Few accounts, low volume
Multiple accounts, moderate volume
Heavier volume / accrual
High-volume standalone — clients who won't convert to Command
Prefer to start cheaper & simpler? · In development
If your books are simple — one or two accounts, a single entity — a full Ledger plan may be more than you need. Forge is the AI bookkeeping agent we're building: a low-cost QuickBooks alternative that keeps your books current in a live dashboard, on its own subscription. When you want a CPA to review, close, and produce real reports, you connect one. It's in active development; early users lock in a 5-year beta discount. Learn about Forge →
Above the Executive plan, accounting is custom-scoped within a Command engagement. Josh Mauer CPA, LLC, Overland Park, KS.