Outsourced Accounting
Organize the monthly close, core statements, supporting schedules, and open items so the numbers can support a conversation.
Explore accountingAccounting, planning, and risk coordination for growing businesses
Put your numbers, decisions, and risk conversations in one working rhythm.
LedgerArbor Advisory helps professional services firms, ecommerce businesses, and growing small and midsize businesses keep accounting useful, plan cash with a forward view, and prepare the questions that belong with tax and insurance specialists.
Records
- Period Current
- Open item Assigned
- Source Named
Assumptions
Owner / specialist
- Question owner Named
- Handoff Scoped
Next decision
- Next review Scheduled
Finance work tends to break at the handoffs.
The books may be current while the forecast lives elsewhere. A tax question follows an operational change. A renewal arrives without a shared view of how the business has evolved.
CFO & Cash-Flow Planning
Build rolling forecasts, compare actual results with the plan, and model the choices behind hiring, inventory, pricing, or growth.
Explore cash planningTax Coordination
Keep deadlines, records, operational changes, and questions organized for the qualified tax professional responsible for advice and filings.
Explore coordinationInsurance & Risk Preparation
Map changing operations to an exposure inventory, renewal timeline, and prepared discussion with a licensed broker and counsel where needed.
Explore risk preparationBusiness Explainer Videos
Turn approved financial reports, insurance terms, and compliance material into concise, source-based videos using VisionStory.
Explore explainersWorking sequence
From transaction to decision—without losing the context.
Close and organize
Bring transactions, reconciliations, schedules, questions, and owners into a repeatable accounting process.
Interpret and forecast
Review what changed, update cash assumptions, and identify the decisions that need an owner or a scenario.
Coordinate specialists
Prepare the facts, documents, and questions for the tax professional, attorney, lender, payroll provider, or licensed insurance broker.
Explain and revisit
Capture a decision memo, reporting walkthrough, or approved explainer so people can return to the same source and next step.
See the LedgerArbor approach
Built around how money moves through your business.
Three operating contexts, each with a different relationship among revenue, commitments, timing, and outside-professional questions.
Professional services
Connect project economics, billing, collections, payroll, and client concentration to near-term cash and operating choices.
Project→Bill→Collect
Ecommerce
Bring product margin, fees, returns, freight, fulfillment, inventory, channel activity, and sales-tax questions into one finance view.
Buy→Stock→Settle
Growing SMBs
Add structure as headcount, locations, entities, financing, vendors, and approval paths become more complex.
Add→Assign→Review
Approved source
Financial report
Reviewed explanation
Version and owner
Business explainers
Some financial explanations should outlive the meeting.
LedgerArbor can shape client-approved source material into a concise script and a VisionStory video with a clear date, purpose, and review owner.
Videos support communication; they do not replace personalized advice, required professional review, or required training.
See business explainer use casesOne coordinated view, with the right professional in the right seat.
LedgerArbor organizes records, prepares analyses, documents questions, and manages handoffs. Regulated and legal decisions remain with the appropriate professionals.
- LedgerArbor
- Preparation, reconciliation, analysis, documentation, facilitation, and coordination named in the engagement.
- Qualified professionals
- Tax advice and filings, insurance quotes and coverage recommendations, and legal interpretation within their engagements.
- Management
- Business decisions, authorized approvals, representations, and acceptance of risk.
Questions
Common questions
Is LedgerArbor an accounting firm or a fractional CFO service?
The scope may begin with recurring accounting support, forward-looking Chief Financial Officer and cash-flow work, or both. The first conversation identifies the current need and the handoffs that need clearer ownership.
Can LedgerArbor work with our existing bookkeeper, CPA, or broker?
Yes. The operating model clarifies who owns each input, decision, filing, recommendation, and follow-up without replacing a specialist whose role is working well.
Do you publish standard packages or prices?
No. Scope depends on transaction volume, reporting needs, entities, systems, backlog, cadence, and the people or specialists involved. Each proposal states responsibilities, deliverables, timing, and fees.
What should I send first?
Send a short description of the business, what changed, what is not working, and the next decision or deadline. Do not email credentials or sensitive files in the first message.
Bring the next decision into view.
Tell us what changed, where the finance work is getting stuck, and what decision is coming next.