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You have plenty of financial data, but what you don't always have is the time, context, or support needed to understand what that data means for the decisions you’re making every day.

Every Ledgr Life service plan is built around virtual bookkeeping services and advisory support, working together so your numbers actually answer questions like:

You Have the Numbers.

pairing you with the support you need

Let’s See What They’re Telling You to Do Next.

Is it the right time to hire?

Can you afford to invest in a new opportunity?

Is cash flow strong enough to support your plans?

Are you on track to reach your goals?

The right financial support helps answer your questions before they become expensive mistakes.

That's why every Ledgr Life package combines monthly bookkeeping services with strategy and advisory support to help you better understand your business and make more informed decisions about what's next.



Where Monthly Bookkeeping Ends and Strategic Guidance Begins.

Foundation

package includes

Starting from $800/month

For business owners who want greater financial clarity, a stronger foundation, and insight into where their business is headed.
Monthly Bookkeeping with Fractional Controller Support and Quarterly Advisory

Monthly bookkeeping

 Transaction categorization

Monthly reconciliations

 Quarterly Fathom advisory sessions

 Rolling 3-month cash flow forecast

BOOK NOW

High-level financial review

Quarterly strategy session

Starting from $1,200/month

Confidence

book now

package includes

Monthly bookkeeping

 Transaction categorization

Monthly reconciliations

Monthly Fathom advisory sessions

Rolling 3-month cash flow forecast

 KPI business performance tracking

Monthly advisory & financial review meeting

For business owners who want a deeper understanding of business performance, regular financial guidance, and greater clarity on where to focus next.

Monthly Bookkeeping with Fractional Controller Support, and Ongoing Advisory



Momentum

package includes

Starting from $2000/month

For business owners who want strategic planning, advanced forecasting, and ongoing support as they work toward bigger business goals.
Monthly Bookkeeping with Fractional CFO Level Support, Forecasting, and Strategic Planning

Monthly Bookkeeping with Fractional Controller Support and Quarterly Advisory

Monthly bookkeeping

 Transaction categorization

Monthly reconciliations

Monthly Fathom advisory sessions

KPI business performance tracking

BOOK NOW

Advanced cash flow forecasting

Scenario modeling

   Strategic planning

Ongoing email support between meetings

Vendor Management with Melio

Vendor onboarding and maintenance
Payment scheduling and tracking
Vendor payment coordination
Annual 1099 preparation and filing support

Invoice
Management

Invoice creation and distribution
Accounts receivable monitoring
Outstanding invoice tracking
Payment visibility and follow-up reporting

Payroll
Processing

Coordination with a full-service payroll provider
Payroll review and approval support
Payroll reporting integration with bookkeeping records

Need a little more?

 Plus Even More Value

Looking for additional accounting support services? These optional add-ons, including vendor management, invoice management (accounts receivable), and payroll processing, can be layered onto any bookkeeping & advisory package.

Big-Firm Experience.

"As an ecommerce founder, I finally have monthly numbers I understand, and I always talk directly with Jennifer, not a rotating team."

Schedule a Free Consultation

Boutique-Firm Service.

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A real way to discover if you really can afford to hire, using the same math I walk clients through. Five minutes, your numbers, a straight answer.

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