Your trusted finance & back office partner, built on real relationships.

Accurate books, on-time payroll and sales tax, and a fractional CFO advisor who explains what the numbers mean, all from a real person who knows your business and is responsive to your questions.

Who We Are

Evergreen Ledgers was founded by Josh and Jo, a husband-and-wife team who have run businesses, managed offices, and kept the books for owners across many industries. We know what it feels like to juggle payroll, expenses, and growth with a to-do list that never ends.

That’s why we built something different: a bookkeeping and accounting firm grounded in people, relationships, and real support. Your business is more than numbers. It’s your passion, your livelihood, your dream, and we treat it that way.

Who We Work With

We work with established, growing businesses where the owner is great at the craft and ready for a real financial partner (without adding an executive to payroll):

Private practices and wellness businesses, including med spas and therapy practices
Equine businesses, from boarding and training barns to lesson programs
Trade and service companies with crews, payroll, and job-by-job cash flow

We’ve managed the offices, kept the books, and run a working farm of our own, so we’re not learning your business on your dime.

Financial Clarity. Real Relationships. Lasting Wins.

Our Approach

We do more than manage your books. We build partnerships. We check in often, answer your questions, explain your options, and celebrate your wins along the way. You always know where your finances stand, and you always know who to call.

What we offer: Support that grows with your business.

Fractional CFO Advisor: Bi-weekly or Monthly advisory calls, a rolling cash forecast, KPI dashboards, and planning with your CPA as needed. For owners making bigger decisions.
Growth: A full back office. Monthly close, bookkeeping, AP and AR, payroll oversight, sales tax, and a monthly review call with someone who knows your numbers.
Essentials: Accurate bookkeeping, monthly financials, payroll support, and sales tax filing, with an easy path to more support as you grow.

As Seen In

How it works:

Book a free 30-minute conversation: Discussing where you are today; your current monthly close process, payroll, filings, etc.
Your Plan: Within a few business days, you get a recommended plan with a quote before any work begins.
Monthly Rhythm: We deliver books closed on schedule, reports you can read, and regular check-ins so there are no surprises at tax time.

Discover How Evergreen Ledgers Can Help Your Business.

What We Offer

Bookkeeping &
Accounting

Accurate, organized monthly bookkeeping that keeps your financials clear, current, and ready for smart decision-making.

Payroll
Services

Reliable payroll processing and tax filings so your team gets paid correctly and on time, without the hassle.

Financial Reporting
& Cash Flow

Custom reports and cash-flow insights that help you see ahead, plan with confidence, and grow intentionally.

Foundation

Basic monthly bookkeeping and reporting for straightforward books.

Why Choose Evergreen Ledgers?

Reachable and experienced.

You don’t have to choose between someone who answers and someone who understands your industry. You get a real person who cares about your business, checks in often, and responds.

Built by business owners, for business owners.

We get the sleepless nights, the to-do lists, and the growth plans. We make your finances simple, transparent, and manageable.

Clarity you can act on.

Fully reconciled books and reports that answer real questions: what’s my cash look like, what’s making money, and what should I do next?

Personal touch that scales.

Big enough to handle payroll, cash flow, and reporting. Small enough that you will always be more than a client

Reviews

Carlos M.

Payroll used to take me hours every month. Evergreen Ledgers took over and it has been smooth sailing ever since. They catch things I would have never noticed and keep me on track. Highly recommend!

Derek L.

I appreciate how consistent they are with communication. I never feel out of the loop, and I always know where my finances stand. It’s taken a huge weight off my shoulders.

Tasha K.

I switched to Evergreen Ledgers after years of messy bookkeeping. They cleaned everything up quickly and gave me clear systems going forward. I finally feel organized and in control again.