About Us
Simplifying Finances, Empowering Growth
At Citrus Ledger, we help businesses scale by ensuring their financial foundation is solid. Through organized, accurate, and up-to-date bookkeeping and tax services, we give business owners the clarity they need to focus on growth.
Communication
Quick, responsive communication to give you the confidence your business is in good hands.
Bookkeeping
Up to date, organized, clean bookkeeping, delivered on time with great quality each month.
Reporting
Monthly P&L reports shared to your inbox so you know where your business is at.
Our Story
Citrus Ledger was born from a clear mission: to simplify small business finances. Our founder, Aly Syed, noticed that many businesses were overpaying for financial services yet still receiving disorganized and incomplete support. Entrepreneurs were left in the dark, unable to make informed decisions due to unclear financial records.
Determined to set a new standard, Aly assembled a team of experienced CPAs, bookkeepers, and financial experts to offer reliable, transparent, and flat-rate services. Today, Citrus Ledger stands as a trusted partner for small business owners looking to streamline their finances and grow with confidence.
Our Mission
We believe small businesses are the heart of our communities. Our mission is to empower these businesses with financial clarity, helping visionary founders achieve their dreams without being weighed down by financial stress.
Years of Experience
Satisfied Customers
Finances audited
MEET THE TEAM
Our Professionals
Aly Syed
FounderAnas Omar
Head of SalesAhsan Uddin
CPA & Head of OperationsMuaz Sarfaraz
CPA & Head of AdministrationMoeed Abdul
CPAAmna Malik
BookkeeperBisma Syed
Bookkeeper
Who we are
What People Say
"Accuracy and compliance are critical in the insurance industry. Citrus Ledger has exceeded my expectations with their attention to detail and professional approach. Their team has allowed me to focus on serving my clients instead of worrying about my books."
"Citrus Ledger has provided us with exceptional bookkeeping services. As a CEO, I appreciate their efficiency and bi-weekly updates, which keep me informed without adding extra stress. They are an invaluable partner for our business!"
"Citrus Ledger understands the operational challenges of a business like ours. Their timely updates and organized bookkeeping have helped us optimize our finances and run smoother operations. I can’t thank their team enough!"
"Citrus Ledger has been a game-changer for our business. Their streamlined bookkeeping processes and reliable updates have given us the financial clarity we needed to focus on growth. I highly recommend them to any e-commerce business owner looking for stress-free financial management."
"Working with Citrus Ledger has been a breath of fresh air. They handle our books with precision and always keep us updated. Their flat-rate pricing means no surprises, which is perfect for a growing e-commerce store like ours!"
"Managing finances for coaching programs can get complex, but Citrus Ledger simplifies everything. Their expertise and clear reporting have given us the insights we need to plan better and grow faster."
"Citrus Ledger has brought order to our financial processes. Their flat-rate pricing and bi-weekly updates ensure we’re always on top of our numbers. The professionalism and accuracy they bring to the table are unmatched."
"Partnering with Citrus Ledger has been one of the best decisions for our agency. Their team is reliable, affordable, and extremely efficient, making our financial management worry-free and transparent."
"As a software agency, we needed a bookkeeping partner who understands our needs and keeps things efficient. Citrus Ledger delivers just that. Their organized approach and exceptional support have freed up so much of our time!"
Contact Us
How We Help
We help owners gain clarity into what their monthly finances are by delivering a quick, reliable service. We will remove the stress of disorganized books and give you confidence so you can focus on growth.