Services
Advisory
CFO-level judgement, at the scale you actually need it
Cash flow forecasting, KPI reporting, financing readiness and growth decisions, from advisors who have already read your numbers before the call starts.
- Advisory calls
- Monthly or quarterly
- Forecast
- Rolling twelve months
- Reporting pack
- Delivered before the call
- Access
- Year round, not seasonal
There is a stage where the decisions get larger than the bookkeeping. Whether to take the loan. Whether the second location pays for itself. Whether that acquisition is priced correctly. Most businesses reach that point years before they can justify a full-time finance chief.
That is the gap we sit in. You get a senior advisor who knows your business, forecasting you can stress test, and a straight answer when you ask whether something is a good idea.
What is included
Cash flow forecasting
A rolling forward view built from your actual numbers, so you can see the month that gets tight before you arrive in it.
KPI reporting
The four or five measures that genuinely drive your business, tracked consistently instead of a dashboard nobody opens.
Financing readiness
Statements, projections and supporting schedules prepared to the standard a lender or investor expects to receive.
Growth and acquisition support
Diligence support, quality of earnings review and integration planning when you are buying, selling or merging.
Technology stack
Recommendations across accounting, payroll, spend and payments, drawing on our work with Gusto, Ramp, Brightwell and Alternative Payments.
Who this is for
- Businesses above roughly five million in revenue with financing on the horizon
- Owners weighing an acquisition, a new location or a large capital purchase
- Companies that have outgrown instinct as a planning method
Also worth reading
The rest of the practice
Most clients start with one of these and add the others as the business asks for them.
Accounting & Bookkeeping
Monthly reconciliation, clean reporting and cash flow you can read at a glance, closed on a schedule you can set your calendar by.
Tax Preparation
Business and individual returns, multi-state filings and amendments, prepared by CPAs and enrolled agents who have already seen your situation before.
Tax Planning
Entity structure, S corporation elections, quarterly estimates and deduction strategy, reviewed throughout the year while the outcome can still be changed.
Assurance
Audits, reviews, compilations and agreed-upon procedures delivered through our licensed CPA firm, plus full representation if the IRS comes calling.
Next step
Start with a conversation, not a contract
Thirty minutes to talk about where your business is, what it needs, and whether LedgerWay is the right fit. Every engagement is quoted after that call.