Bookkeeping CFO ADVISORY Fractional CFO
Bookkeeping and CFO Services for Growing Businesses
We understand your business finances and help you plan ahead, so you can make confident decisions and build a healthier, more successful business.
OWNER PERSPECTIVE
Design your books to work for your type of business, beyond just tax compliance. Capture the reporting and insights you need to make decisions
Strategic financial guidance for where you need to go. Get a clearer picture of your business performance along with practical guidance and goals on what to do next.
Complex decisions and growth needs. Part-time executive financial leadership without hiring a full-time CFO, helping you plan for growth, evaluate major decisions, board-ready reporting and prepare for what's ahead.
STRATEGIC FINANCE
Your business has grown.
Your financial approach should grow with it.
Running a business gets more complex as it grows. More money moves through the business, decisions carry greater consequences, and knowing whether you're truly making progress becomes more important.
That's where LedgerFox comes in.
With LedgerFox, you get an experienced CFO Advisor that turns your financial data into actionable insight. We help you identify opportunities and turn your numbers into a strategic advantage, improving cash flow, managing debt, strengthen profitability, and make confident decisions that move your business forward.
CFO Advisory for growing businesses generating $500K to $10M in revenue.
Explore CFO Advisory Services → When to hire a CFO Advisor →
OUTCOMES
Success is not measured in reports delivered. It is measured in cash unlocked, margins expanded, and increased enterprise value — qualitative goals we work toward with every engagement.
See where cash is tied up, what is coming in, and what decisions improve liquidity — without guessing.
Understand profitability drivers so you can protect margin as you grow instead of revenue masking problems.
Build financial discipline and reporting that supports confident decisions today and a stronger business tomorrow.
Reliable financial information helps you understand where your business stands, spot issues sooner, and make better decisions about what comes next.
Up-to-date records that give you a reliable picture of what your business earns, spends, owns, and owes.
Financial reports delivered on a consistent schedule, while there's still time to act on what they tell you.
See what's driving your profits, where your cash is going, and which areas need your attention.
BUILT AROUND YOUR EXISTING TOOLS
ACCOUNTING PLATFORMS
We specialize in cloud accounting platforms — setup, cleanup, monthly bookkeeping, and connected business systems.
Setup / Cleanup / Bookkeeping
Setup / Reconciliation / Reporting
CRM / Payments / Inventory
API / Multi-platform / Data sync
INDUSTRIES
We help business owners build stronger businesses across a range of industries. Why us →
Labor, parts, service margins, and shop performance.
Production costs, product margins, and cash flow.
Job costs, project margins, and cash flow.
Practice finances, cash flow, and profitability.
Production costs, margins, and inventory visibility.
Project margins, staffing costs, and growth planning.
Portfolio performance, property-level profitability, and investment cash flow.
Sales performance, inventory, and true product margins.
Job profitability, labor costs, and business growth.
Fleet costs, operating margins, and cash planning.
Inventory, product margins, and working capital.
Reliable books, financial reporting, and planning for what comes next.
LedgerFox creates custom financial dashboards and insights tailored to your business, using your accounting data to help you see the bigger picture.
We go beyond standard reports to help you understand cash flow, identify what's driving profitability, spot trends, and see where your attention is needed. By connecting the numbers to the realities of your business, we help you make informed decisions, plan ahead, and focus on the opportunities that matter most.
Your business is unique. Your financial insights should be, too.
Tell us about your financial needs. We will assess your current setup and recommend the right bookkeeping, reporting, or CFO advisory path.
