Working Together

There’s no part of your agency that’s unaffected by accounting, and Ledger can help you with every single one.

Whether you’ve just struck out on your path and need guidance or you’re seasoned and looking to streamline and grow, we have unique insights to offer.

The following are some of the services Ledger can customize to you, no matter how far along you are or how much further you need to go.

Bookkeeping
Transactional accounting gets a bad rap, but solid books are the foundation to making better business decisions. We’ll make sure your books are sparkling clean so the data is ready for you.
Accounts Receivable
Billing is the lifeblood of a service business, and we‘re here to ensure it gets done right. We’ll work with your existing setup; as far as clients know, we’re just a new part of your team.
Accounts Payable
We’ll seamlessly integrate with your team and processes to handle bill payments, vendor management, and cash flow.
Compliance & Records
State agencies, tax authorities, and required filings, oh my! We’ll deftly navigate all of this to keep you on the right side of the law and best practices.
Profitability Analysis
We’ll regularly meet to go over your financials and analyze your profit position, including cash reserves, payables & receivables, policies & procedures, and industry benchmarking.
Cash Flow Management
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.

The Onboarding Experience

Discovery & Systems

The first phase of our work together is working with you to obtain the access and historical data we need to survey your current and past financial health. Banking info, accounting system access, prior-year taxes, and team dynamics are just a few of the topics we’ll cover during our Onboarding Experience.

Creating Your Goals

Goals are meaningless without a plan, but a plan is impossible without goals. We’ll meet to discuss the goals of your business and determine the metrics we need to track to achieve them. Additionally, we’ll outline frameworks for prudent cash reserve, tax planning, budget, and scenarios.

Profit Dashboard

Once we’ve completed discovery and understand your goals, we will create a dashboard for goal traction & financial health that will serve as your profit roadmap. Consider it a touchstone for continued success; we’ll work together to make sure your agency stays on target and financially sound.

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.

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We’ve Got Your Back

Our work together isn’t just a cold check-in every few months. In addition to our deep-dive standing meetings, you have our ongoing support.

We strive for close working relationships and offer nearly unfettered access through Slack, phone, and email.

You will have questions; any engaged business owner would, and we love engaged business owners! Ledger will be there to answer them quickly, so you can move forward with confidence.

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 the level of potential readiness for Profit Coaching, commitment to successes, and responsibility for the outcome.

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