Welcome to Books

Your firm's accounting platform — built by CPAs, not private equity. Get started by setting up your own firm's books, or enable Books for a client you already manage in Practice.

Set up Firm Books

Your firm's own P&L, expenses, AR to clients, and payroll. Lives alongside client books, isolated by the same audit-grade engine.

Your firm's books haven't been provisioned yet — a firm owner has to enable them before setup can run.

Set up books for a client

Migrate one of your Practice clients to LedgerOS Books. Pre-fills name, EIN, entity type. Walks through opening balances and COA template selection.

Every client already has Books enabled — there is none left to migrate.
Clients in Practice without Books · 0

Every client already has Books enabled.