LARK & LEDGER

Welcome!

We're so glad you have chosen to partner with Lark & Ledger for your accounting and tax needs. Here you'll find all the information you need to get set up for our work together. And of course, if you have any questions, please don't hesitate to reach out directly!

Next Steps

Visit the client portal

Securely send and access documents and message our team!

Client Portal

Review and sign your proposal

When your proposal is ready, you'll get an email from our portal. The proposal will allow you to choose a package that best fits your needs and goals and sign the Engagement Agreement all in one place.

View Proposal

Complete the client questionnaire

Help us get to know you by providing some basic information about yourself and context for our work together.

Client Questionnaire

Book a Discovery Call (optional)

We would love to get to know you! If we haven't met already, you can book a 30-minute Discovery Call to chat about your endeavors and your tax and accounting needs.

Book a Discovery Call

Be sure to bookmark the portal link for quick access!

To learn more about how we work, click here!

Meet the Co-Founders

We're Alicia and Hayley, co-founders of Lark & Ledger and your partners in turning bold ideas into lasting legacies. Whether you're here for your business, your personal taxes, or a bit of both, we're here to make things feel a whole lot clearer and a lot less stressful. We're so glad to have you with us!