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About

Modern Ledger is your Texas bookkeeping partner.

We help ambitious business owners across North Texas stay tax-ready, investor-ready, and calm-in-the-chaos with meticulous books and proactive insight.

Our Story

Born from the need for dependable, modern books

Modern Ledger launched in 2020 after watching owner-operators struggle with outdated bookkeeping, missing documentation, and surprise tax bills. We set out to give Texas businesses enterprise-level accuracy without enterprise-level overhead.

Today our team blends decades of accounting experience with automated workflows, secure integrations, and a transparent cadence. From Royse City to Rockwall and beyond, every client gets books that stand up to scrutiny and unlock decision-making confidence.

When you work with us, you get a dedicated partner who learns your business rhythms, anticipates what’s next, and communicates in plain language—not accountant jargon.

Years serving Texas

4+

Businesses supported

500+

Accuracy rate

99.9%

Values

The principles guiding every reconciliation and report

These aren’t wall art—they’re the checkpoints we use in every workflow, review, and client conversation.

Accuracy first

Structured workflows, layered reviews, and detailed documentation mean your books are always audit-ready and investor-ready.

Timely delivery

Month-end closes in days—not weeks—plus rapid responses so you can make decisions with fresh numbers.

Personal partnership

You get a consistent point of contact who knows your industry nuances and speaks like part of your team.

Security & Compliance

Your financial data is protected by enterprise-grade security

We handle sensitive financial information every day, so we've built our security practices around the highest standards in the industry.

Bank-Level Encryption

All data is encrypted in transit and at rest using 256-bit AES encryption, the same standard used by major banks.

Multi-Layer Security

Multi-factor authentication, role-based access controls, and regular security audits protect your information.

Complete Confidentiality

All team members sign comprehensive NDAs and undergo background checks. Your data never leaves our secure systems.

Regulatory Compliance

We comply with GLBA, Texas privacy laws, and industry best practices for financial data protection.

Secure Infrastructure

Your data is stored on SOC 2 compliant servers with automated backups and disaster recovery procedures.

Limited Access

Only authorized personnel with business need can access your data, and all access is logged and monitored.

Trusted by Texas businesses and integrated with industry-leading platforms

QuickBooks Certified Plaid Secure Gusto Integrated Bench Accounting CPA Network Texas Society of CPAs

Ready to meet the team keeping Texas books spotless?

Let’s schedule a 15-minute consult to walk through your current accounting stack, growth goals, and where our team can remove friction.