Change your narrative as a confused, scattered, and broke business owner
to a calm, confident, and cash-positive CEO.
If you’re ready to find 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’ll show you where to get the information you need, how to read the numbers, and then guide you in acting on them.
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.
Schedule a conversation with Brianna to talk through goals, current challenges, and financial status. We’ll then send you a customized plan for services that will improve your business finances.
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.
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.
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.
We’ve created a community full of agency owners and Ledger Profit First Professionals to navigate Profit First together. It’s a valuable, fun, and free resource for learning how to turn your business into a money-making machine. Learn more.
