Navigating The Narrative Behind The Numbers

Behind every accounting scenario is a unique person, business, and set of experiences that deserve to be understood, nurtured, and valued. 


At Ledgerly Consulting, we pride ourselves in partnering with our clients to truly understand the story behind their numbers in order to offer the curated accounting services, collaborative conversations, streamlined technology solutions, and in-depth advisory support needed to align your accounting with ease.

WHO WE WORK WITH

  • For-Profit Businesses

    We are committed to creating clear paths to financial success for businesses of all sizes, whether they’re newly established or have been in operation for years. Our team recognizes that every business owner comes from an array of lived experiences, financial knowledge, and individual needs, and prides ourselves in partnering with our clients to implement processes and technology to bring ease to your financial operations. You can trust that our team will take the time to find solutions that add value to your personal and professional aspirations.

  • Not-for-Profit Organizations

    We are passionate about working with not-for-profit organizations because they share our same ethos of serving others through purpose-driven work. Operators and board leaders look to Ledgerly Consulting for expertise and support with their nuanced accounting work, donor payment processes, timely and accurate financial reporting, and answers to all their complex advisory questions; freeing them up to focus on the community-centered, philanthropic, and critical “boots on the ground” work they are most talented at executing.

  • Individuals & Families

    We have extensive experience in supporting individuals and family offices with their financial needs, and offer curated services such as online bill pay execution, tracking for hobby businesses, personal budgeting & cashflow reporting, and domestic payroll support to minimize the overwhelm that comes with managing personal finances. Whether you are overwhelmed by the idea of logging into endless payment portals each month, or simply need a hand tracking the items your CPA will need at year-end, our team is here to guide you every step of the way!

The Swiss Army Knife of Accounting

Every accounting scenario comes with its own complexities, which is why we believe every client deserves a different approach to planning and problem-solving.


At Ledgerly Consulting, we pride ourselves in operating as an essential multi-tool for our clients by delivering adaptable, useful, and comprehensive accounting expertise that helps them to get a handle on their finances, build solid operational foundations, and create action plans for growth and scale.

  • We recognize that your accounting needs are as unique as the type of entity you operate, which means you deserve more than a one size fits all approach to accounting. Much like a multi-tool, our team offers adaptable, useful, and comprehensive accounting expertise that we custom tailor to the needs of each client we serve. Whether it’s foundational bookkeeping, C-Suite advisory services, budgeting, or forecasting, we provide accounting and advisory solutions that allow business owners to achieve peace of mind knowing their finances are always accurate and up-to-date.

  • We find that many of our clients often come to the table with outdated tools and processes that are cumbersome and time-consuming to use. That is why we offer guidance on how to streamline your financial processes with new technology—our team of certified technology-driven professionals will help you identify, implement, and personalize the right platforms to meet your accounting software needs on time—and on budget!

    ​

    We are proud to partner with a wide array of leading-edge software solutions including:

    • QuickBooks Online & Desktop

    • Oracle NetSuite

    • BILL

    • ADP Payroll

    • Divvy

    • Ignition

    • Canopy

    • Transaction Pro

    • + More

  • We are passionate about ongoing education—both for our team and for our clients. That is why we offer personalized training and development to help you enhance your knowledge or elevate your team. Whether you want to learn new skills, refresh your existing ones, or stay updated on the latest trends and developments in the accounting industry, we will structure a set of tailored training and coaching sessions to get you fully up to speed.

  • We recognize that sometimes you may need more hands-on and inhouse support to step in and fill a key gap in your internal accounting team. With our comprehensive outsourcing solutions, clients can rest assured that they have a long-term, trusted advisor who can take the wheel when needed, train the next team member in line, and ensure nothing falls through the crack. Whether you need a Senior Accountant, Accounting Manager, Controller, Director of Finance, or Chief Financial Officer, we can step in to support you in the short-term and beyond.

  • We know that audits are never enjoyable, and often times preparing for them can lead to immense uncertainty and stress. To ensure your operations continue without interruptions, our team of experts will step in to help you prepare for your audit by reviewing your financial statements, identifying potential issues, and developing a plan to address them. From pre-planning to report in-hand, we’ll help alleviate the burden of an audit by working with you to review, reconcile, and compile all audit support documentation, ensuring the process goes smoothly.

Integrated Client Experiences

At Ledgerly Consulting, we believe that technology is a vital and valuable way to create integrated and friction-free experiences for our clients. That is why we pride ourselves in always staying up to speed with the latest in cloud-based software and accounting solutions to ensure our clients’ data is delivered with accuracy, timeliness, and ease.

Testimonials

  • “The professionals at Ledgerly Consulting are extremely knowledgeable and provide a superior client experience. I have known Brittany and Diane for many years and have referred several clients to them. The feedback from my connections is so positive! Working with Ledgerly provides clients with a deeper understanding of their business and real-time insights on how to make their organizations more successful. The efficient use of technology, coupled with genuine care for the client, is a winning combination.”

    — Chris Walker

  • “I’ve had the opportunity to work with Brittany and Diane for almost 10 years, and the level of engagement and professionalism that they bring to each client is incredible. They are both extremely knowledgeable in their field, and come to each meeting wanting to share that knowledge with their clients and other team members. There’s no question too big or too small, and they truly go above and beyond when it comes to providing excellent client service. I continuously refer them to others that I work with because I know that my clients will be well taken care of, and whenever cross-collaboration is required, it’s always seamless.”

    — Veronica Cook, CPA

Interested in partnering with us?

Schedule a complimentary consultation with our team to learn how our services can help you build lasting financial success.