For CPA firms with 3–10 people
An AI staff accountant for small CPA firms.
LedgerJay is being built to take on the recurring work that piles up when you cannot find another hire — month-end close, reconciliations, and the other grunt work that eats the week — so a small firm can keep up without stretching the same people thinner.
The problem
Too much work, not enough staff.
Small CPA firms are being asked to do more with a thinner bench. Hiring is slow and expensive, and the pipeline of new accountants has not kept up. The work does not wait: month-end close, reconciliations, cleanup, and the other recurring tasks still have to get done.
So principals stay late, deadlines slip, or good work gets turned away. Many of the newer tools on the market are built for much larger firms. If you run a practice of three to ten people, that help can feel out of reach — or like one more system to manage.
What we’re building
A staff-level assistant a CPA can review.
LedgerJay is an AI staff accountant in development, designed for CPA firms with about three to ten people. The aim is straightforward: draft the routine work a staff accountant would handle — starting with jobs like month-end bookkeeping and reconciliations — and put it in front of a CPA to review, approve, or send back.
We are early. There is no product to buy today, and we will not pretend otherwise. What we build will be shaped by practicing firm owners, not by a feature list written in advance. Client work should stay under a CPA’s review, the way you would expect from a new person on staff.
Customer Advisory Board
A seat for founding firms.
I’m putting together a small Customer Advisory Board of firm owners to guide what LedgerJay becomes. Members will have a direct line to me and a real say in the roadmap, in return for using early versions and giving honest written feedback.
Founding firms on the board receive a 70% lifetime discount off the standard list price, for as long as they remain customers. A short letter of intent holds the seat and the discount. It is not a commitment to buy.
If that sounds useful for your firm, I would like to hear from you.
Contact
Write to me directly.
If you run a small CPA firm and want to tell me what’s hardest right now, join a waitlist, or ask about the advisory board, please email me. I read every message.
Na’im Muhammad Founder, LedgerJay