Welcome to Ledger.
Looking for candid financial wisdom from seasoned professionals?
You’re in the right place.
Profit isn’t magic.
It’s data-driven.
At Ledger we know two things without a doubt:
- Your data has things to say, but hearing it correctly is a learned skill.
- A thriving business excels at finding existing funds and putting them to their best use.
If you’re ready to locate and maximize profits, you need Ledger on your team. Working with us equips you with the right data set and empowers you to do the learning needed to level up financially.
We show you where to find the information you need, how to read the numbers, then guide you in acting on them. We implement and teach methods to strengthen the financial profile of your agency and increase profitability.
While the general approach of a traditional accounting firm is to run the same methodical bookkeeping track to nowhere, we at Ledger pride ourselves on finding dynamic new ways to perform financial functions and increase your profit.
Is Ledger right for you?
Agencies who need our services are looking for one or more of the following:
- A financial partner adept enough to seamlessly integrate with their team
- Deep understanding of their financial position
- Insight into their specific industry from experienced pros
- Real, jargon-free advisory and analysis
- Learnable, streamlined processes
- A timeline of well-structured goals
- Regular milestone reflections and progress markers
- Focused-but-friendly accountability and action-oriented strategy
- Financial peace of mind in every season of business
We facilitate all those things and more. Ledger’s team of pros can show you what the face of accounting and financial growth planning should be.
Roster of Services
For agencies ready to mature, solidify their presence in the marketplace, or expand their reach.
Books & Cash Flow
The goal of a Virtual Contoller is to ensure compliance and track your financial data accurately. We’ll manage accounts receivable and accounts payable, keep a sharp eye on spending, and maintain records in your chosen accounting software. Additionally, we happily support information requests from your team, vendors, banking institutions, or investors.
Analysis & Strategy
Learn to use your records to gain meaningful insights and drive stronger, more educated decisions. Develop the confidence that comes from having the tools that allow you to adjust course nimbly. Best of all, know the security of staying on track when unexpected things happen. Profit Coaching focuses on shifting the historical bookkeeping approach you’re taking to a proactive goal-setting one.
Forecasting & Budgets
Your money does its best work when it knows exactly where to go. We use tried-and-true budgeting and forecasting processes and technology to create rules for your revenue, so it knows how to behave and when. We can even model all the “what-if” scenarios you can imagine for your business so that there are no surprises where your cash is concerned.
BRIANNA BOND
Principal and Founder
Meet Our Lead CFO
Brianna has a decade of experience listening to the numbers and telling clients in plain terms what those numbers say. She uses a collaborative process for teaching agency owners how to structure goals and train their money to work for them. Her emphasis is on straightforward communication, diagnostics, and implementing systems that create improvements.
In a nutshell, Brianna gets results.
Let’s get started.
Careful attention to the unique needs of your business is important to us. Because of that, our founder is ready to connect with you personally to discuss your challenges and answer your questions.
Brianna assesses each business on a case-by-case basis to help determine goals, commitment to successes, and responsibility for the outcome.