About the firm

About

Independent since 1988 — no national roll-up, no private equity investment in the firm itself.

$0B

Assets under advisement

Years in practice

Clients advised

Audit opinions unqualified

Ledger was founded in 1988 by three partners who left a larger firm over a disagreement about client independence — specifically, whether an audit partner should also be selling the client consulting services on the side. We still don’t do both for the same client, on the same engagement, for that same reason.

We’ve grown to thirty-eight people across audit, tax, wealth management, M&A advisory, and business consulting, and we’ve stayed independent — no acquisition by a national roll-up, no private equity investment in the firm itself, both of which are increasingly rare in this industry and both of which we intend to keep being true.

The thing that hasn’t changed since 1988: an audit opinion is not a negotiation, and we’ve turned down engagements — and occasionally clients — over exactly that line.

Milestones

Thirty-six years, five practices.

1988

Three partners leave a larger firm over a client-independence disagreement and found Ledger with four employees.

1997

Tax Advisory becomes a standalone practice after the firm's first multi-state manufacturing client requires nexus review across nine states.

2004

Wealth Management launches, built on a strict no-proprietary-product policy from day one.

2011

Eleanor Voss becomes Managing Partner. The firm formalizes its five-year audit-partner rotation policy for all clients, not just issuers.

2015

M&A Advisory practice opens after three consecutive years of ad hoc buy-side diligence work for existing audit clients.

2026

Thirty-eight people, $4.2B in assets under advisement, still independently owned by its working partners.

Meet the people who sign the opinions.

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