Services

Clarity is a system

we build it with you

At Ledger Room, we don’t just offer services—we design systems that give your vision room to move.


Whether you need day-to-day accuracy or high-level financial strategy, every offering is built to bring structure, calm, and forward momentum to your business. We meet you where you are—and build from there.

Service Offerings

Monthly Accounting

Ongoing monthly support for leaders who value rhythm, not chaos. We ensure your books stay clean, your data stays current, and your decisions are backed by real-time visibility. Ideal for businesses seeking operational flow and consistent guidance.

Full-Service Accounting

For clients who want a comprehensive, all-in-one financial partnership. Includes bookkeeping, reporting, reconciliations, strategy sessions, and CFO-level insight tailored to your growth. We handle the details—so you can stay focused on what matters.

Annual or “Year-End” Accounting

Need clear books before tax time or investor updates? This service provides a comprehensive review and deep clean of your financial year, bringing structure to your historical data and enabling you to move forward with accuracy and peace of mind.

CFO Services

Get strategic financial leadership without the need for a full-time hire. From cash flow forecasting to growth planning, we provide data-backed insights and business alignment, enabling you to scale with clarity and confidence.

How it works

1

Consultation

We start with a collaborative session to understand your goals, challenges, and current systems.

2

Onboarding

All essential access, tools, and expectations are aligned. We set the groundwork for partnership.

3

Services Begin

Your accounting rhythm begins. We deliver structure and insight, consistently.

FAQs

Who are your services for?

I specialize in serving commercial real estate owners and developers, as well as creative service providers like stylists, artists, photographers, videographers, and architects.

What industries do you have experience in?

Ledger Room has served a diverse client base, including:


  • Commercial & Residential Real Estate

  • Creative Studios + Design Firms

  • Consulting & Coaching-Based Businesses

  • Retail & DTC Brands

  • Education + Advocacy Nonprofits

  • Digital Media & Content Platforms

  • Health & Wellness Providers

  • Event Management & Hospitality


Professional Services

We tailor support to fit the industry—but more importantly, to fit the way you work.

Do you offer tax services?

We do not file taxes in-house, but we prepare all materials for your tax professional and collaborate as needed to ensure clean year-end handoff.