At Leadway Advisors, we go beyond tax preparation by designing personalized, proactive tax strategies that maximize savings, protect wealth, and accelerate financial growth. We pair strategic bookkeeping (clean, audit-ready monthly close) with fractional CFO services and finance-tech solutions—automation, integrations, and real-time dashboards—plus founder & investor advisory including fundraising planning, investor-grade reporting, and data-room readiness.
More About UsWith senior CPAs/CAs and cross-border expertise (US/UK/AU), Leadway Advisors designs personalized, tax-efficient structures aligned to your goals. We go beyond filings—optimizing entity selection, real-estate strategies, and quarterly planning—so business owners, real-estate investors, and high-income earners keep more of what they earn. Expect clear guidance, audit-ready compliance, and a forward-looking plan to protect wealth and accelerate long-term growth.
Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we're here to support your goals.
clients across USA, UK & Australia by 2030
Scalable from 50 to 5,000+ clients with lean infrastructure
Nationwide Coverage
Our team of certified professionals brings decades of combined experience in tax strategy, accounting, and wealth management to help you achieve your financial goals.
Tax Strategist, CPA
20+ years of experience in US taxation and wealth preservation strategies.
Technology Head
20+ years of experience in Technology Implementations and Business Strategist.
Finance Expert, CA & CPA
10+ Years Experience in Finance & Accounts and Finance Controllership.
We're always looking for talented professionals passionate about helping clients succeed.
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