Firm workspace
Navigate the company portfolio and broader supervision paths from the firm's operating context.
Multi-company bookkeeping
Manage many company books without blending them together.
LedgerHQ gives accounting firms one place to navigate company work while keeping each company's ledger, bank activity, reconciliation, requests, reports, access, and Tally context correctly scoped.
Separate books
Charts, entries, bank accounts, reconciliations, reports, and requests remain owned by the correct company.
Controlled delegation
Staff roles, company access, APIs, agents, and Tally work respect current authorization boundaries.
01
One firm is not one combined ledger
An accounting firm needs a portfolio view, but the underlying books belong to distinct companies. LedgerHQ models the firm relationship and preserves company organization scope for accounting records.
This creates a deliberate boundary between asking what needs attention across the firm and changing a specific company's books.
- Firm membership
- Company organizations
- Company accounting records
- Separate owner or portal relationships
03
Standardize the operating loop, not the accounting facts
Firms can repeat a workflow across companies—bank review, coding, requests, reconciliation, reports—without pretending every company uses the same chart, policies, or evidence.
Rules, Tally, and staff history can create leverage, but the actual account, period, entity, and source evidence still come from the selected company's books.
- Repeatable workflow
- Company-specific chart
- Company-specific statements
- Company-specific approvals and records
How the workflow moves
A visible sequence, not a black box.
The exact action depends on permissions, company context, and the evidence available. The workflow stays inspectable from intake through review.
- 1A firm member opens the portfolio or firm-wide Tally view.
- 2They select the company whose books need work.
- 3LedgerHQ resolves company access and loads that company's accounting workspace.
- 4The completed work remains attached to that company while the firm view updates its supervision signals.
Human control
Firm membership does not erase company access checks. Protected routes and tools resolve the active organization, role, permission, and company relationship before accounting work proceeds.
Product boundary
Multi-company bookkeeping does not mean consolidations, intercompany eliminations, multi-entity ERP, or a shared chart across unrelated companies unless a supported workflow explicitly says so.
Questions
What firms usually ask.
Can one firm manage many companies?
Yes. LedgerHQ is designed around a firm managing accessible company books from one hosted workspace.
Can staff be limited to selected companies?
Company access and role permissions are resolved for protected workflows. The exact assignment options depend on the staff role and firm configuration.
Does firm-wide Tally mix company records?
No. It can identify supported work across accessible companies, but company-specific reads and actions retain company scope.
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