From intake to engagement, in days not months.
We're not a directory or a referral broker. LedgerLink is a closed-loop pipeline tuned for Nashville's bookkeeping and tax market.
- 01
Local capture
Nashville businesses find us through search, referrals, and partnerships with local chambers of commerce. Each fills out an intake form covering services, revenue, and timeline.
- 02
AI scoring
Our model assigns each lead a fit score (0-100), summarizes the engagement in two sentences, and tags industry, urgency, and complexity.
- 03
Smart routing
Leads route to subscribed firms whose specialty, capacity, and ZIP coverage match. Capped at 3 firms per lead — often just 1.
- 04
Your dashboard
Accept, decline, or message. We track outcomes so future matches get smarter.