Executive-Led Financial Infrastructure Built to Scale Enterprise Value
From tactical operational controllership to forward-looking Fractional CFO strategy, we eliminate cash flow blindspots, target month-end close within 10 business days, and strengthen your financial position for sustainable business growth.
Identify Your Exact Financial Operating Bottleneck
Financial friction manifests differently based on your organizational charter. Select your operating reality below to identify your immediate resolution path:
Track A: Founders & Growth CEOs
When top-line revenue is rapidly scaling, but real-time cash clarity lags behind critical operational decisions:
“Profitable on paper, but cash in the bank feels uncomfortably tight.”
“Month-end close takes weeks, leaving you with stale data to make critical hires.”
“Outgrowing your generic bookkeeper; nobody is forecasting forward runway.”
Track B: Nonprofit Executive Directors
When fund accountability, grant tracking, and board oversight demand audit-proof fund transparency:
“Dreading the next board meeting due to confusing restricted-fund tracking.”
“Audit-readiness panic whenever grant reporting deadlines loom.”
“Manual reconciliations eating up staff hours that belong in programs.”
The Core Service Tiers
Engineered to replace operational liabilities with senior execution. Transparent flat retainers with direct partner oversight.
Foundation
- ✓ GAAP Accrual-Basis Ledgers: Full balance sheet reconciliations and clean journal management across all bank and credit card accounts.
- ✓ Rigorous Month-End Close: Financial statements finalized and closed typically within 8–10 business days.
- ✓ Accounts Payable & Cash Disbursements: Automated Bill.com bill approval workflows and cash outflow management.
- ✓ Multi-State Payroll & 1099 Oversight: Timely payroll processing, contractor 1099-NEC dispatch, and wage reporting compliance.
- ✓ Executive Review Cadence: Monthly P&L, Balance Sheet, and cash position review directly with Roy Welch.
- ✓ Tax Preparation Coordination: Turnkey year-end binder and schedules prepared directly for your external CPA.
Replaces unreliable part-time bookkeepers, phantom year-end tax surprises, un-reconciled general ledgers, overdue invoices, and painful month-end close delays that leave executive leadership flying blind.
Growth
- ✓ Everything in Foundation, plus senior executive advisory: Complete controllership merged with forward financial engineering.
- ✓ Dynamic 13-Week Cash Flow Engine: Rolling cash forecasting model, liquidity buffers, and forward runway scenario planning.
- ✓ Board & Investor-Ready Packages: Professional financial decks, variance analysis, and governance-grade reporting.
- ✓ Unit Economics & Margin Dashboards: Granular tracking of CAC, LTV, gross margin per service line, and department overhead.
- ✓ Bi-Weekly Strategic Cadence: 1-on-1 executive roadmapping sessions to test hiring models, expansion, and capex decisions.
- ✓ Debt Facility & Banking Oversight: Bank covenant monitoring, credit line compliance, and lender presentations.
- ✓ Accelerated Close Standard: Books closed typically within 6–8 business days.
Replaces a costly $350k+ full-time CFO salary, eliminates "profitable on paper but cash in the bank feels tight" anxiety, prevents gut-feel hiring blunders, and eliminates board-meeting reporting panic.
Scale
- ✓ Everything in Growth, plus institutional-grade scale: Complete turnkey financial department leadership.
- ✓ Multi-Entity & Intercompany Consolidations: Unified charts of accounts, intercompany elimination entries, and multi-state nexus.
- ✓ Capital Raise & Debt Diligence: Institutional debt refinancing, venture round data rooms, and cap table scenario modeling.
- ✓ M&A Buy/Sell-Side Diligence: Quality of earnings (QoE) support, valuation models, working capital pegs, and audit defense.
- ✓ Weekly Executive Standups & Slack Access: Direct, uninterrupted senior partner channel with priority 24-hour response standard.
- ✓ High-Velocity Close: Target month-end close delivered typically within 5–7 business days.
Replaces siloed internal finance teams, multi-entity reconciliation nightmares, investor diligence bottlenecks, valuation discounts from disorganized data rooms, and strategic paralysis during rapid expansion.
Every Organization Is Unique
Our retainer tiers represent foundational starting points. Final pricing is customized based on complexity, entities, transaction volume, reporting requirements, strategic needs, and level of ongoing involvement. Exact scope and customized pricing are established collaboratively during your initial Financial Clarity Call.
Need a Specific Service?
You don't necessarily have to commit to a full monthly advisory tier to partner with LedgerBridge. Bookkeeping, payroll, tax preparation, financial cleanup, nonprofit compliance, and project-based advisory can be purchased separately with customized pricing.
Bookkeeping & Reconciliations
Weekly transaction coding, automated bill pay, bank and credit card reconciliations, and clean monthly financials for reliable operational visibility.
Explore Bookkeeping →Payroll & Multi-State Compliance
Timely, error-free payroll processing, contractor 1099 disbursements, multi-state payroll tax registrations, and wage reporting compliance.
Explore Payroll →Business & Individual Tax Preparation
Proactive corporate and individual tax preparation (Form 1040, 1120-S, 1065), federal and multi-state compliance, K-1 integration, and year-round tax reduction strategies.
Explore Tax Services →Historical Financial Cleanup
Untangling messy ledgers, reconciling multi-year discrepancies, and bringing overdue accounts into audit-ready compliance with tailored diagnostic milestones.
Explore Cleanup Services →Nonprofit Compliance & Grants
Restricted fund accounting, grant tracking, Form 990 preparation, and board-ready reporting tailored specifically for 501(c)(3) organizations.
Explore Nonprofit Accounting →Project-Based Advisory
13-week rolling cash flow models, ERP and software implementations (QBO, Bill.com), budgeting cycles, or interim transaction diligence sprints.
Explore Advisory Sprints →Explore Individual Practice Pages
Fractional CFO →
Strategic capital modeling, board decks, & runway optimization.
Controller Services →
GAAP compliance, 10-day month-end close, & internal controls.
Bookkeeping & Payroll →
Weekly reconciliations, automated AP/AR, & clean general ledgers.
Nonprofit & Grants →
Fund accounting, restricted allocations, & Form 990 readiness.
Cash Flow & Budgeting →
13-week rolling cash forecasts, scenario models, & OPEX buffers.
Proactive Tax Strategy →
Year-round corporate tax planning, credits, & multi-state filings.
The 3-Step Engagement Mechanism
Demystifying what happens after you book. No 40-page onboarding hurdles. Just immediate diagnostic clarity and rapid systems activation.
15-Minute Clarity Call
We diagnose your primary financial bottleneck, identify immediate cash or compliance risks, and review current software and reporting gaps.
LedgerBridge Health Audit
We review your chart of accounts, historical general ledger classifications, bank feeds, and deliver an exact 90-day remediation blueprint.
Systems Activation
We take over reconciliations, install real-time executive KPI dashboards, institute the 10-day close cadence, and begin forward forecasting.
Get Clear on Your Numbers Before Your Next Board Meeting or Payroll Run.
“Bring your biggest financial question. You leave with an actionable diagnosis whether we work together or not.”
Frequently Asked Questions Across Our Practices
Key insights into engagement mechanics, software migration, historical cleanups, and partner accountability.
How do I know whether I need a Fractional CFO or a Controller?
How does the 15-Minute Clarity Call work and what should I prepare?
Can LedgerBridge clean up messy historical books from prior quarters or years?
How do you handle restricted grants and fund accounting for 501(c)(3) nonprofits?
What accounting and payroll software platforms do you support?
Do you replace our outside CPA tax preparer?
Is LedgerBridge Financial affiliated with Ledger cryptocurrency hardware or retail investing?
Disclaimer: LedgerBridge Financial is a corporate business advisory and accounting firm. We are not affiliated with Ledger SAS (the crypto hardware manufacturer). We do not provide cryptocurrency wallets, retail investment brokerage accounts, or digital asset consumer support.