The Ledgerly Experience

We are both the push and the parachute for our clients—we ask them to be brave and take scary leaps, but are always there to provide a soft landing. We accomplish this by utilizing collaborative conversations, streamlined technology solutions, and industry-based expertise to meet each client's unique needs.

Our Approach

Our approach emphasizes trust, guidance, and open communication, recognizing that clients come from an array of experiences, financial backgrounds, education, wealth, disparity, and cultures. Financial challenges can be isolating and confusing, which is why we aim to provide non-judgmental guidance that empowers clients to move forward with honesty and measurable growth. By meeting clients where they are in their financial journey, we enable them to focus on the things that matter most in their lives.

  • Meet with our team for an initial consultation to learn more about your accounting needs.

  • Complimentary assessment of your QuickBooks Online, Desktop, or other accounting file.

  • Review and signature of a custom proposal tailored to deliver the support you are seeking.

  • Walk you through our client experience and begin the process of welcoming you as a client.

  • Deliver ongoing collaboration and advisory support to align your accounting with ease.

Grow With a Purpose 

As your collaborative and supportive partner, we’ll curate the support you need to foster long-term and sustainable success

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 & Family Offices

    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!

Industries We Serve

  • Mission Driven Organizations

  • Service-Based Businesses

  • Ecommerce Companies

  • Retail Brick & Mortar

  • Real Estate Professionals

  • Technology & SaaS Companies

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