Meet your advisers

Licensed CPAs, enrolled agents and certified planners. Every client gets a named adviser.

Founding Partner, CFP®

Founded Ledgerwell in 2004 after 12 years at a national accounting firm. Leads our wealth planning team.

Partner, Fractional CFO

Former CFO of two venture-backed software companies. Has helped clients raise more than $240M.

Tax Director, CPA

Specialises in tax planning for business owners, landlords and families with complex returns.

Audit Partner, CPA

Leads our audit practice and has signed more than 900 audit opinions over 22 years.

Small Business Adviser

Helps owners of restaurants, shops and trades build simple, healthy finances.

Head of Bookkeeping

Runs a team of 18 bookkeepers and leads our payroll service.

Senior Tax Adviser, EA

Enrolled agent who represents clients before the IRS in audits and payment plans.

Wealth Planner

Works with young families and first-time investors on savings and retirement plans.

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Team members

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Licensed CPAs

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Certified planners

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Enrolled agents

We hire for kindness as much as for credentials. Clients remember how you made them feel about their money.

Margaret EllisonFounding Partner

Want to join the team?

We are hiring tax advisers and bookkeepers in Denver and remotely.