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Tax & advisory services you can actually count on.

Name: Green Ledger Advisors
Address: Berkeley

Discreet, high-touch bookkeeping, tax strategy, and financial guidance — for individuals, small businesses, and law firms tha

Book a Discovery Call

Tax & advisory services you can actually count on.

Discreet, high-touch bookkeeping, tax strategy, and financial guidance — for individuals, small businesses, and law firms tha

Book a Discovery Call

Our Services — Full-service support, tailored to you.

Business Tax & Bookkeeping

Monthly bookkeeping, reconciliations, payroll, and business tax returns for LLCs, S-Corps, and partnerships — structured as year-round engagements, not a one-time file.

Personal Tax Preparation

Federal and state individual returns, K-1s, equity compensation, rentals, multi-state filings, and prior-year reviews. Precision for complex situations. Starting at $750.

CFO & Tax Advisory

Fractional CFO-level support: financial modeling, scenario analysis, cash flow dashboards, quarterly estimated taxes, and ongoing tax strategy. For established businesses ready to plan ahead.

Law Firm IOLTA Bookkeeping

Specialized trust/IOLTA bookkeeping for small–mid law firms — monthly 3-way reconciliations, matter-level ledgers, and audit-ready reporting. A niche we know deeply.

Built on real relationships.

My Background

I'm a native-Californian CPA based in Berkeley with a career built across Big-4 public accounting and the tech world — from PwC and KPMG to Meta and Snapchat. I understand the complexity behind equity compensation, multi-state tax obligations, and the operational realities of high-growth companies — because I've lived and worked inside them.

Why I Started

The real catalyst? Becoming a mother in late 2023. I left the corporate world to build something more intentional: a boutique practice grounded in trust, precision, and genuine care. Every client gets my personal attention — not a junior associate, not a faceless portal.

My Philosophy

I believe your accountant should be a year-round partner — someone who picks up the phone, thinks proactively, and helps you see around corners. That's the practice I've built. That's Your Bean Counting Bestie.

Pricing & Services

Add a footnote if this applies to your business

Tax & advisory services you can actually count on.

Tax & advisory services you can actually count on.

Our Services — Full-service support, tailored to you.

Business Tax & Bookkeeping

Personal Tax Preparation

CFO & Tax Advisory

Law Firm IOLTA Bookkeeping

Built on real relationships.

My Background

Why I Started

My Philosophy

Pricing & Services

Compliance Core

Bookkeeping setup + monthly reconciliations (2 accounts)

Monthly financial statements + expense categorization + year-end close

Payroll for owner + business tax return + secure e-filing

Growth & Advisory — Most Popular

Everything in Compliance Core + reconciliations up to 5 accounts

Monthly reporting + quarterly strategy calls + mid-year tax planning

Business + personal tax returns + cash flow forecasting + 1099 prep

Strategic CFO

Everything in Growth & Advisory + full-service bookkeeping (all accounts, A

Weekly reconciliations + cash-flow dashboards + multi-state returns

CFO calls + financial modeling + budgeting + capital planning

Contact Us

Drop us a line!

Ready to work together?

Green Ledger Advisors

Hours

Tax & advisory services you can actually count on.

Tax & advisory services you can actually count on.

Our Services — Full-service support, tailored to you.

Business Tax & Bookkeeping

Personal Tax Preparation

CFO & Tax Advisory

Law Firm IOLTA Bookkeeping

Built on real relationships.

My Background

Why I Started

My Philosophy

Pricing & Services

Compliance Core

Bookkeeping setup + monthly reconciliations (2 accounts)

Monthly financial statements + expense categorization + year-end close

Payroll for owner + business tax return + secure e-filing

Growth & Advisory — Most Popular

Everything in Compliance Core + reconciliations up to 5 accounts

Monthly reporting + quarterly strategy calls + mid-year tax planning

Business + personal tax returns + cash flow forecasting + 1099 prep

Strategic CFO

Everything in Growth & Advisory + full-service bookkeeping (all accounts, A

Weekly reconciliations + cash-flow dashboards + multi-state returns

CFO calls + financial modeling + budgeting + capital planning

Contact Us

Drop us a line!

Ready to work together?

Green Ledger Advisors

Hours

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