Fresh Ledger
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online, Gusto
Who they say they serve: construction, contractors, professional services, restaurants, nonprofits (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Fresh Ledger | home page | |
| Website | https://www.freshledger.llc/ | home page | |
| Office locality | San Diego, CA | home page | |
| Phone | +16194178735 | home page | |
| Offers bookkeeping | Documented: Fresh Ledger: San Diego Small Business Bookkeeper Bookkeeping, payroll, and CFO services for San Diego's small businesses. Call or Text: (619)... | home page | |
| Monthly bookkeeping | Documented: ...(619) 417-8735 Get Started Bookkeeping and Advisory Services for San Diego Businesses Monthly bookkeeping, payroll setup, and fractional CFO services for small businesses across... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...or you're spending too much time on tasks that aren't building your business. Months Behind on Books The transactions keep piling up but there's never enough time to catch up. We... | home page | 5 pts (max 5) |
| Payroll coordination | Documented: Fresh Ledger: San Diego Small Business Bookkeeper Bookkeeping, payroll, and CFO services for San Diego's small businesses. Call or Text: (619) 417-8735 Get... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Your books updated monthly. Transactions categorized, accounts reconciled, and financial statements prepared so you always know where your business stands. Catch-Up Bookkeeping... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, contractors, professional services, restaurants, nonprofits, hospitality | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Gusto | home page | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...and extremely beneficial to our organization. She always prepares invoices and monthly reports ahead of schedule and has been very accommodating when special reporting is... | home page | 4 pts (max 4) |
| Named contact / team | Erin Sholly, owner | /about | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Fresh Ledger' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Fresh Ledger's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.