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STARTUP CPA MATCHING ENGINE · LIVE
ledger.app — CPA Match Dashboard
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Startup ExperienceIndustry: SaaSR&D Tax Credit Specialist
PM

Priya Mehta, CPA

R&D Tax Credits · SaaS

< 2h
97%
MW

Marcus Webb, CPA

Delaware C-Corp · Series A

< 4h
94%
SR

Sofia Reyes, CPA

409A · Equity Comp

< 6h
89%
DEDUCTION ANALYSIS
$14,200 in missed deductions found
REVENUE MRR
JanOct ↑
NEXT DEADLINE

Q4 Estimated

Jan 15 — 52 days

Your books deserve someone who knows what a cap table is.

Ledger matches founders, CFOs, and consultants with CPAs who speak burn rate, R&D credits, and Delaware C-corp — not accountants who still mail paper organizers in January.

340+ verified CPAs
$47M+ in founder savings
No upfront cost

Every column lines up. Every formula resolves.

The matching engine, CPA vetting criteria, and live inventory — laid out like the spreadsheet your accountant should have been building since day one.

01

100%

license verified

Credential Verification

Every CPA on Ledger is AICPA-verified with active licensure checks. We cross-reference state boards in real time — no expired certs, no paper-only practitioners.

AICPA Active
State Board
Malpractice Ins

10+

startup clients min.

Startup Client Count

We filter for CPAs with minimum 10 active startup clients — seed through Series B. You get someone who's seen a SAFE note before, not learning on your cap table.

Seed Experience
Series A/B
SAFE/KISS Notes

< 4h

avg. response SLA

Average Response Time

Founders can't wait 3 days for an answer before a board meeting. We track and surface CPAs by verified avg response time — under 4 hours, guaranteed.

Business Hours< 2h
After Hours< 6h
Emergency< 1h
02
01

You Tell Us Once

Three questions: company stage, revenue range, top tax concern. The qualifier takes 45 seconds and feeds the engine everything it needs.

Company Stage
Revenue Range
Tax Priority
OUTPUT: 3 inputs → model
02

The Engine Scores

Our proprietary algorithm weights 14 variables: specialty overlap, client stage history, response time, jurisdiction, and engagement style — not just proximity.

14 Variables
Specialty Weight
Stage History
OUTPUT: ranked score list
03

You See Your Matches

Top 3 CPAs ranked by compatibility score, with full profiles, client testimonials, and a direct intro — no cold emails, no waiting rooms.

Top 3 Matches
Compatibility %
Direct Intro
OUTPUT: matched → connected
03
Priya Mehta, CPA profile photo
● Available
97%

Priya Mehta

CPA, MST · San Francisco, CA

4.9(47 reviews)
R&D Tax CreditsSaaS MetricsDelaware C-Corp
"I've helped 34 startups navigate R&D credits — most founders leave 30% on the table."

$2.1M

SAVED

34

STARTUPS

< 2h

RESPONSE

Seed → Series BSaaSHardware
Marcus Webb, CPA profile photo
● Available
94%

Marcus Webb

CPA, JD · New York, NY

4.8(39 reviews)
409A ValuationsEquity CompensationSeries A Tax Strategy
"Series A is when the tax decisions compound. Get ahead of your 409A before the round closes."

$1.7M

SAVED

28

STARTUPS

< 4h

RESPONSE

Series A/BFinTechMarketplace
Sofia Reyes, CPA profile photo
○ Waitlist
89%

Sofia Reyes

CPA · Austin, TX

4.7(62 reviews)
Solo Consultant Taxes1099 StrategyS-Corp Elections
"That first six-figure 1099 is exciting until you see the self-employment tax. Let's fix that."

$890K

SAVED

19

STARTUPS

< 6h

RESPONSE

Solo FoundersConsultantsFreelance → Startup

340+ CPAs across 18 industries

Filter by SaaS, FinTech, Hardware, Marketplace, Healthcare, and more.

04

$47M+

In founder savings found

340+

Verified startup CPAs

94%

Match satisfaction rate

< 48h

Avg. time to first match

$38KR&D Credits Recovered
"Found out we qualified for $38K in R&D credits we'd been leaving on the table for two years. Priya caught it in the first call."
DP

Daniel Park

Founder, Helix AI (Seed)

$0 penalties409A Penalty Avoided
"Our Series A closed faster because Marcus had our 409A ready before the term sheet. That's not luck, that's preparation."
JT

Janelle Torres

CEO, Stackform (Series A)

$22KAnnual Tax Savings
"I went from paying quarterly estimated taxes wrong for 3 years to actually understanding my S-corp election. Life-changing."
RN

Raj Nair

Solo Consultant → Founder

Three questions. Your matched CPA.

Company stage → Revenue range → Top tax concern. The dashboard personalizes in real time and surfaces your top 3 matches before you've finished your coffee.

1Company Stage
2Revenue Range
3Tax Priority
→ Match Ready