Accounting, Tax & Financial Advisory for Growing Dallas Businesses

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Reliability

At Ledger Tree Financial Group, our unique value proposition is in our ability to reliably deliver Fortune 500 level financial reporting, advantageous tax advisory/strategy and precise bookkeeping services in a package carefully curated for Dallas-area businesses. We believe this will set up our clients to be competitive in their respective markets.

Expertise

Our expertise lies in providing bookkeeping, financial reporting, tax advisory and financial due diligence services to Dallas small businesses. Founder Michael Nwosu brings more than six years of experience across mortgage operations and corporate finance, along with first-hand experience founding three businesses.

Quality

At Ledger Tree Financial Group, our quality is evident in offering exceptional financial solutions that drive Dallas business growth. From precise financial reporting to strategic planning, we ensure your decisions are guided by high-quality data. Our expert team is committed to delivering tailored financial strategies that align with your Dallas business needs.

Founder-led financial guidance

Meet the person behind Ledger Tree Financial Group

Michael Nwosu founded Ledger Tree to give growing businesses access to the financial insight and support commonly available inside larger companies. The firm provides bookkeeping, tax advisory, CFO advisory and M&A advisory services.

Michael holds a bachelor’s degree in Accounting and Finance and brings more than six years of experience across mortgage operations and corporate finance, plus first-hand experience founding three businesses.

  • Based in Dallas–Fort Worth
  • Founder and Managing Partner-led
  • Service-business focus
  • Primary client range: $1M–$20M revenue
Meet Michael & Read Our Story
Michael Nwosu, Founder and Managing Partner of Ledger Tree Financial Group
Michael NwosuFounder and Managing Partner
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Our Mission

Our mission for any Dallas-area client is to ensure their business is well positioned for any direction they want to go into; whether that is scaling initiatives, an acquisition of another business to fulfill key synergies, or investing into their employees. This will allow Dallas businesses to continuously grow, manage downturns, and make key investments that will improve their staying power. Our business valuation services and financial planning support these strategic initiatives.

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Our Services

At Ledger Tree Financial Group, we offer a wide range of expert financial solutions to help Dallas businesses grow and succeed. From small business bookkeeping to tax planning strategies, we serve the entire Dallas-Fort Worth metroplex.

Bookkeeping

We ensure your financial records are accurate and up-to-date, handling everything from daily transactions to reconciliation and reporting.

Accounts Receivable/Accounts Payable

We manage your accounts receivable and payable, ensuring timely payments, accurate invoicing, and maintaining positive vendor relationships.

Business Planning & Strategy

We help you develop tailored business strategies that drive growth, improve operations, and achieve long-term success.

Tax Filing & Advisory

We provide tax filing and advisory services, ensuring compliance while helping you minimize tax liabilities and maximize savings.

Payroll Administration

We manage payroll processes to ensure your employees are paid accurately and on time, while staying compliant with labor laws and tax regulations.

Financial Planning & Analysis (FP&A)

We assist with budgeting, forecasting, and analyzing your financial performance to help you make informed, data-driven decisions for your business.

M&A (Mergers & Acquisitions) Advisory

We provide guidance in mergers and acquisitions, assisting you with strategic decisions to enhance your business growth through acquisitions or divestitures.

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What Our Clients Say About Us

Read first-hand experiences from business owners who have worked with Ledger Tree Financial Group.

"Ledger Tree has been doing my bookkeeping for a while and I am completely satisfied with their service. They are prompt, thorough and open to feedback and discussion. I recommend giving them a try. I am glad I did."

Katie Day

Small Business Owner

"Michael is a knowledgeable and trusted resource when it comes to tax questions for my small business needs. I highly recommend him."

Joni Kattau

Small Business Owner

"Someone stole my SS & filed for unemployment under my name. Ledger Tree Financial Group took care of me, got the proper paperwork to clear my name!! I appreciate the help!! Highly recommend!!"

Sergio Villarreal

Small Business Owner

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