LedgerLine Advisors • Modern Account Services

Outsourced accounting for scaling teams

Strategic account services that turn financial data into confident decisions

Our accountants, controllers, and fractional CFOs support your back office with real-time reporting, audit-ready compliance, and board-level insights—so you can focus on growth.

Schedule a discovery call Explore our services

0 Clients supported

0 States + countries

0 Retention rate

Controller’s dashboard

Cash runway, billing, and KPI pulse

Cash runway 18.4 months

Net burn trend -12.6%

ARR reporting punctuality 100%

SOC 2 • GAAP-compliant • Multicurrency ready • Board decks prepared

Trusted by Series A-D finance teams

Account service line

Support that scales with your finance stack

Mix and match solutions—from core bookkeeping to strategic finance leadership.

Outsourced Bookkeeping

Weekly

GL maintenance, AR/AP workflows, bank & credit card sync, expense policies, and consolidated reporting.

QuickBooks • Xero • NetSuite
Multi-entity & multicurrency

Controller Services

Monthly

Close management, account reconciliation, financial statements, covenant tracking, and investor-ready reporting packages.

5-day close target
Board & investor dashboards

Fractional CFO

Strategic

Budgeting, scenario modeling, fundraising support, board prep, and KPI frameworks tailored to your growth arc.

Rolling 13-week forecasts
Investor & lender relations

Payroll & HRIS Support

Biweekly

Payroll approvals, benefits reconciliation, headcount reporting, and compliance setup for remote and hybrid teams.

Gusto • Rippling • ADP
State registrations & filings

Compliance & Controls

Audit ready

Policy creation, SOC 2 & SOX readiness, segregation of duties, audit support, and internal control design.

Audit fieldwork support
Risk & compliance dashboards

Systems & Automation

Digital

Workflow design, billing automation, API integrations, data warehousing, and ERP selection & deployment.

Stripe • Bill.com • FloQast
Real-time dashboards

Compliance first

Audit-ready documentation and governance from day one

Every month. Every quarter. Every raise. We keep your books inspection-ready, your policies enforced, and your stakeholders confident.

Security & controls baked in

SOC 2 Type II audited, encrypted data flows, least-privilege access, and weekly exception reporting keep your financial data protected.

Policy portal & attestations Automated approval chains Audit log retention 7 yrs Annual independent reviews

Financial Close SLA

Promise

5-day close for most clients, 7-day for multi-entity or international entities. Escalated support ensures blockers are resolved fast.

Daily reconciliations Variance analysis Approval workflows

Regulation Coverage

Global

We support GAAP, IFRS, industry-specific frameworks (Fintech, SaaS, eCommerce), sales tax nexus, and multi-country payroll compliance.

Sales & VAT filings
1099/1042-S, W-8/W-9 processing
ASC 606, ASC 842 adoption

Data & Systems Integrations

Automated

We unify finance tools with your CRM, billing, HRIS, and data warehouse to maintain a single source of truth.

Snowflake Netsuite Salesforce Stripe

Engagement flow

A transparent onboarding blueprint

Minimum disruption, maximum clarity, continual improvement.

Discovery & diagnostic

We review your tech stack, policies, financial cadence, and benchmarks, then deliver a tailored scope matrix.

60-day implementation

System access, process mapping, close & billing run-throughs, and automated workflow rollout.

Real-time reporting

Dashboard delivery, weekly standups, escalation policy review, and rolling forecast integration.

Quarterly strategy

KPI alignment, scenario planning, audit readiness, and roadmap updates with your leadership team.

Impact

Case snapshots & outcomes

Helping founders, finance leaders, and PE-backed companies gain clarity and momentum.

Avg close timeline

$950m

Capital raised with our support

40%

Process time saved

SaaS Series C West Coast

“LedgerLine led our ASC 606 adoption, consolidated three entities, and reduced close from 18 to 6 days. Investors called out the clarity of our reporting.”

— CFO, CloudOps Platform

Consumer Marketplace National

“With LedgerLine, we caught tax nexus obligations before penalties, automated AP approvals, and cleared backlog in under one quarter.”

— Head of Finance, Retail Collective

PE Portfolio Global

“Their fractional CFO team integrates seamlessly with our operators. Board decks are timely, incisive, and insight-rich.”

— Operating Partner, Growth Equity Firm

Engagement tiers

Flexible plans designed for evolving finance teams

Select the level of support that matches your current stage. Upgrade or pause anytime.

Foundations

Early Stage

Ideal for founder-led accounting and companies under $5M revenue.

$2.4k/month

Weekly bookkeeping & reconciliations
Monthly financial statements
Basic KPI dashboard
Sales tax filings in 1 state

Start consult

Growth Partner

Popular

Best for Series A-C companies, professional services, or multi-entity operations.

$5.9k/month

Controller oversight & 5-day close
Rolling 13-week cash forecasting
Comprehensive KPI dashboards
Compliance monitoring & audit support

Book strategy session

Enterprise CFO

Custom

Tailored for private equity portfolios, public-company readiness, or global expansion.

Custom/month

Dedicated fractional CFO + team
Strategic modeling & board prep
Multi-entity consolidations
Regulatory & audit management

Request proposal

FAQ

Questions before we partner?

Book a call and we’ll walk through your specific workflow & compliance needs.

How do you integrate with existing teams?

You get a dedicated pod: bookkeeper, controller, and CFO. We embed in Slack/Teams, follow your ticketing workflow, and align standups around your cadence.

Can we keep our current tools?

Absolutely—we audit your stack, recommend improvements, and integrate best-in-class tools if gaps exist. No rip-and-replace unless requested.

What industries do you specialize in?

SaaS, fintech, marketplace, digital media, professional services, and PE/VC-backed rollups. We pair you with specialists fluent in your revenue model.

Let’s talk numbers

Align your finance engine with LedgerLine Advisors

Tell us about your current stack, pain points, and goals. We’ll map out a custom plan within 48 hours.

finance@ledgerline.com

Same-week kickoff availability

Marisa Chen

Principal • CFO Services

Full name

Work email

Role

Annual Revenue

Current priorities

We respond within one business day. SOC 2 Type II compliant—your data is secure.