Accounting That Puts People First
At Ledgerly Consulting, we check industry norms at the door and are always on the hunt for new ways to revolutionize both our own business as well as the clients that we partner with. We know that sometimes thinking outside of the box is the only way to get our clients across the finish line.
We see the value in every client and work tirelessly to help them establish their own path to financial success. We understand that bookkeeping and accounting are about more than just numbers, it's about people and their livelihoods. From startups to mid-market businesses and organizations, our team brings a wealth of knowledge and expertise to the table to help our clients thrive.
The Swiss Army Knife of Accounting
Our team members bring a powerhouse suite of adaptable, useful, and comprehensive expertise to every accounting and advisory client we serve. While our approach to each client is uniquely tailored to their accounting needs, we support clients through offering ongoing bookkeeping services, invoicing and bill pay, budgeting, cash flow forecasting, financial statement preparation as well as c-suite level advisory and accounting oversight services. Whether you’re looking to simply ensure your financials are accurate or you need a complete overhaul of your accounting systems and processes—we provide accounting and advisory solutions that allow business owners to achieve peace of mind knowing their finances are accurate and up-to-date.
Accounting & Advisory Services
Technology Selection & Implementation
We know that few business owners set out to become technology experts. However, we are absolutely the exception to that rule—because technology is at the heart of who we are and how we serve our clients. Collectively as a team, we bring to each client engagement more than four decades of technology expertise, and we make it our mission to help each of our clients find and implement the ideal technology to align their financial processes with ease. Because we recognize that no two entities are alike, we pride ourselves in our broad array of certifications and partnerships with top-tier technology companies to ensure we have the right tools and training to bring forth the solutions that make the most sense for your business.
Empowering our clients to understand their numbers and set forth strategies that make their financial goals a reality is a huge motivator for our team. That is why we make it core to our mission to offer our clients personalized training and coaching sessions to enhance their accounting knowledge and set them up for long-term financial success. We recognize that not everyone speaks accountant—and frankly don’t think you should have to. We tailor our approach to be accessible and aligned with your existing understanding in order to share the knowledge you need most. 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 can help you!
Training & Development
Staffing shortages and support with in-house projects is an essential area where we often times find clients who could benefit from more support. Rather than hiring and cultivating a finance team on your own, our team can step in and offer their experience to ensure that your internal accounting processes continue to flow with ease. With our comprehensive outsourcing solutions, clients can rest assured that they have a long-term, trusted advisor who can take the wheel when needed and/or train the next team member in line. Whether you need a Senior Accountant, Accounting Manager, Controller, Director of Finance, or Chief Financial Officer, we can help in the short term and beyond.
Interim Project Roles
As clients’ businesses grow in size and complexity, they often run into the exasperating experience of undergoing an audit. To ensure that you do not have to navigate the process alone, our team of experienced audit professionals 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 audit support documentation, ensuring the process goes smoothly.
Audit Support & Preparation
Wherever you want to grow, we are here to grow with you.
Technology Forward Approach
As a firm, we make it our priority to support our clients in establishing an integrated and seamless approach to their accounting by implementing the latest technology. Because we know that every client’s scenario requires a unique solution, we make it our mission to stay up to date on the latest and greatest in online software. As certified professionals in solutions ranging from bill pay to accounting to audit management, our team is constantly identifying, implementing, and integrating tools for our clients to make managing their money that much easier.
