Chartered Professional Accountants · Guelph, Ontario · est. 2016 (555) 014-6520 Client portal
05 · The firm
Grace and Daniel started Ledger & Pine in 2016 after too many Aprils meeting good businesses a year too late — after the bad lease was signed, the wrong equipment financed, the payroll mess baked in. The fix wasn't better April meetings. It was refusing the April-only relationship entirely.
A · The short version
The firm opened above a bakery on Quebec Street with eleven clients, most of them tradespeople Daniel knew from his controller years. The offer was strange for 2016: one flat monthly price, books closed every month, and the tax return as a by-product of clean books rather than an annual archaeology dig.
André joined in 2019 to build the CFO practice, and the hourly clock was retired the same year. Today 140-plus businesses run on monthly plans, and 92% of them stayed through last year — the number we manage the firm by, because retention is the only honest scoreboard for recurring work.
We're still on Quebec Street. The bakery is now a poke place, which the partners consider a downgrade.
B · The partners
Managing Partner — Tax & Owner Planning
Grace spent seven years in the tax group of a national firm before co-founding Ledger & Pine in 2016 — mostly because she was tired of meeting clients only after every decision had already been made. She completed CPA Canada's In-Depth Tax Program and leads every owner-pay and year-end planning cycle in the firm.
Partner — Client Accounting Services
Before co-founding the firm, Daniel was controller of a 40-person mechanical contractor — so he has lived on the other side of a late, useless financial statement. He built Ledger & Pine's monthly-close system and still personally reviews every new client's first three closes. Certified QuickBooks Online ProAdvisor.
Partner — Advisory & Fractional CFO
André joined in 2019 to build the firm's CFO practice after eight years in corporate finance and a Chartered Business Valuator designation. He runs the budgeting, lender-package, and 13-week cash-flow work for the firm's largest clients — and insists every report fit on two pages or fewer.
Behind the partners: a team of eight — staff accountants, a payroll specialist, and the onboarding lead who has seen every possible state of a QuickBooks file and flinched at none of them.
C · How we work
If we can't scope it, we don't start it. Every client knows the monthly number before any work begins.
A report you don't read is a report we shouldn't send. Everything we deliver is written for an owner, not another accountant.
If a job is losing money or the payroll is too heavy, you'll hear it from us first — with the math attached.
We don't do audits, we don't do aggressive schemes, and we refer out anything beyond our depth. That's why referrals come back.
Ledger & Pine Chartered Professional Accountants LLP · 41 Quebec Street, Suite 204, Guelph, ON N1H 2T1 · Chartered Professional Accountants of Ontario
99 · Next step
The first conversation is a diagnostic, not a pitch — we read your file, tell you what we'd fix, and put one number in writing. If we're not the right firm, we'll say so and refer you.