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Ledger Capital Partners: CPA-led accounting & finance team

Services

Accounting Expertise Built Around Your Business.

Six service families, one accountable relationship. Engage us for a single function or a complete accounting department.

01

Accounting

Day-to-day accounting operations and financial record management.

Explore accounting
  • Bookkeeping
  • General ledger accounting
  • Account, bank and credit-card reconciliation
  • Accounts payable and receivable support
  • Month-end close support
  • Adjusting-entry support
  • Financial statement preparation
  • Accounting cleanup
  • Accounting-system support
  • Reporting
02

Tax

Tax planning, preparation, strategy, and compliance support appropriate to the engagement.

Explore tax
  • Business tax preparation
  • Tax planning
  • Strategic tax positioning
  • Tax compliance support
  • Entity-related tax considerations
  • Owner and individual tax services where relevant
03

Controller Services

Financial oversight, close processes, reporting, controls, and accounting leadership.

Explore controller services
  • Month-end oversight
  • Close management
  • Accounting-process supervision
  • Financial and management reporting
  • Accounting controls
  • Coordination with bookkeepers and accounting staff
  • Financial-process improvement
04

CFO Services

Financial insight, planning, forecasting, and strategic financial guidance.

Explore cfo services
  • Budgeting and forecasting
  • Cash-flow planning
  • Management reporting
  • Financial analysis
  • KPI development
  • Scenario analysis
  • Growth and strategic planning
  • Financial decision support
05

Advisory

Experienced financial perspective for business decisions, structure, and growth.

Explore advisory
  • Business financial advisory
  • Financial health assessment
  • Strategic planning
  • Accounting-process advisory
  • Business structure considerations
  • Growth-related financial planning
06

Consulting

Financial and operational consulting designed around the needs of the business.

Explore consulting
  • Accounting operations
  • Financial process improvement
  • Reporting architecture
  • Workflow design
  • Business financial systems
  • Accounting-team structure

Services are scoped per engagement. Audit and other attest services are provided only where appropriately licensed and professionally appropriate.

Build the Financial Function Your Business Needs.

Whether you're adding accounting capacity, strengthening financial oversight, planning for taxes, or considering another finance hire, Ledger Capital Partners can help you evaluate the right structure for your business.