flexible options to fit your needs

Built for business owners who want clean numbers, predictable cash flow, and proactive tax support—without the overwhelm. 

At LedgerWorks, this package is designed for businesses that are growing but don’t have the time, tools, or financial systems to stay on top of their accounting. We eliminate confusion, create structure, and give you the financial visibility you’ve been missing so you can make confident decisions all year long. 

Pain Points We Address:

• Books falling behind because you're too busy running the business 
• Inaccurate numbers leading to wrong decisions 
• Feeling stressed every time tax season approaches
   

How LedgerWorks Solves It:
We handle your monthly bookkeeping with precision, ensuring every transaction is categorized properly, reconciled, and tied out. Your numbers stay clean, current, and ready for decision-making—every single month.

Pain Points We Address:

• You don’t know what’s working and what isn’t 
• Revenue looks fine, but profit feels too small 
• You want insight, not just numbers
   

How LedgerWorks Solves It:
We deliver clear, visual performance reports that highlight margins, spending patterns, cash flow indicators, KPIs (Key Performance Indicators) and opportunities to improve profitability. Instead of drowning in spreadsheets, you get insights you can act on immediately.

Pain Points We Address:

• You rarely look at your financials until something goes wrong 
• You want more clarity but don’t know what to review 
• You’re unsure if you're on track to hit your goals
   

How LedgerWorks Solves It:
Each quarter, we meet to review your financial position, identify trends, address concerns, and walk through meaningful next steps. You won’t just receive reports—you’ll understand what they mean and how to use them to move your business forward.

Pain Points We Address:

• Inefficient workflows causing delays and errors 
• Cash flow issues due to poor billing or collections systems 
• Lack of controls that expose you to fraud or mistakes
   

How LedgerWorks Solves It:
We evaluate your financial systems and implement strong workflows—billing, A/R, A/P, payroll, and reporting. You get repeatable, consistent processes that reduce risk and improve cash flow. Your financial operations become smoother, faster, and more reliable.

Pain Points We Address:

• Fear of missing deductions or making mistakes 
• Confusing IRS rules and yearly tax changes 
• Feeling unprepared and stressed every April
   

How LedgerWorks Solves It:
Your business and individual tax return is handled by an experienced CPA who understands your business inside and out. We ensure compliance, maximize savings, and eliminate surprises so you can focus on running your business—not worrying about the IRS.

Pain Points We Address:

• Not knowing what you’ll owe until it’s too late 
• Missing opportunities for deductions, credits, or entity savings 
• No strategy in place to legally reduce taxes
   

How LedgerWorks Solves It:
We run tax scenarios, analyze your entity structure, and plan ahead to reduce your tax burden. You’ll know your estimated liability before year-end, and you’ll have a strategy to lower your taxes—not just react to them.

Pain Points We Address:

• You have questions throughout the year but no one to ask 
• You hesitate to call your accountant because you don’t want to be billed 
• You feel alone in managing the financial side of your business
   

How LedgerWorks Solves It:
Membership gives you access to ongoing guidance, email support, and answers to your financial questions as they arise. No nickel-and-diming. No uncertainty.  You get a trusted partner in your corner all year long.

For owners who want to stop reacting and start strategically steering their business forward. This plan layers on forecasting, cash flow strategy, and profitability optimization—giving you the clarity to grow with confidence. 

You get everything in the Financial Foundations Plan, plus monthly check-ins, advanced forecasting, cash flow insights, and margin strategy to help you scale sustainably and profitably.

Pain Points We Address:

• Financial questions pile up between quarterly meetings 
• Issues go unnoticed until they become expensive problems 
• Owners want more real-time clarity as they grow
   

How LedgerWorks Solves It:
Monthly check-ins give you steady financial support and a clear understanding of what’s happening in your business. We walk through your most recent numbers, highlight trends early, and talk through upcoming decisions so you can stay ahead of potential challenges. Together, we set actionable initiatives based on your goals and track progress month after month to ensure momentum and accountability. This consistent rhythm keeps you focused, informed, and moving in the right direction—without waiting months for answers. 

Pain Points We Address:

• Cash flow swings keep you up at night 
• You aren’t sure where cash is going or when shortages might hit 
• A/R, A/P, and payment terms are inconsistent or poorly structured
   

How LedgerWorks Solves It:
We strengthen your cash flow from two angles:
Short-Term: A detailed 13-week cash flow projection that shows weekly inflows, outflows, payroll timing, vendor obligations, and dips before they occur.
Long-Term: A 12–24 month cash flow model integrated with forecasted revenue, expenses, hiring plans, and capital needs.

We also refine billing practices, payment terms, collections processes, and vendor management to create steadier, more predictable liquidity. The result is a business that no longer reacts to cash flow issues—but anticipates them, plans for them, and avoids disruption.
The result? More liquidity, fewer emergencies, and smoother operations.

Pain Points We Address:

• You're unsure whether you can afford to hire, invest, or expand 
• Revenue is growing, but cash feels tight and unpredictable 
• Decisions are made on gut-feel instead of forward-looking numbers
   

How LedgerWorks Solves It:
We build a 12–24 month financial forecast tailored to your business model, seasonality patterns, and growth goals. This includes annual budgets, rolling projections, and best/base/worst-case scenarios.
You finally see what the next year looks like before you get there—helping you price better, plan capacity, manage hiring, and reduce financial surprises.

Pain Points We Address:

• Revenue is increasing but profit isn’t 
• You don’t know which products/services are actually making money 
• Costs feel out of control, and pricing may be too low
   

How LedgerWorks Solves It:
We analyze your margins by service line, customer type, or product category to identify strengths, weaknesses, and pricing gaps.
You’ll receive a clear breakdown of what’s profitable, what’s underperforming, and where to adjust pricing, staffing, direct costs, workload, or capacity.
This is where your bottom line grows—not by cutting—but by optimizing what already works.

Pain Points We Address:

• Standard financial reports don’t provide enough insight for strategic decision-making 
• It’s difficult to understand what’s truly driving performance 
• Early signs of problems often go unnoticed 
• Important decisions feel unclear without deeper financial clarity  

How LedgerWorks Solves It:
We identify and track advanced KPIs that go far beyond basic financial metrics, providing a deeper insight into your financial and operational performance. This elevated level of analysis highlights the true drivers behind profitability, efficiency, and growth—offering insights that standard reports simply cannot capture. With this clarity, owners and leadership teams can evaluate performance more accurately, anticipate challenges earlier, and make strategic, data-driven decisions with confidence and precision. 

Pain Points We Address:

• You are unsure how much additional work your team can realistically handle
• Projects or services sometimes overload resources, causing bottlenecks or delays 
• You don't have clarity about when to hire or scale operations to avoid burnout
• Important decisions feel unclear without deeper financial clarity  

How LedgerWorks Solves It:
We evaluate your current workloads, resource utilization, and operational workflows to assess how much capacity your business truly has—and where pressure points may arise. That allows you to see whether you can safely take on new clients or projects, or if it’s time to adjust staffing, pricing, or scheduling before quality or profitability suffer. With this insight, you get confident, sustainable growth—not just more work.