Bookkeeping
Ongoing reconciliations, month-end close, and reliable financial statements for businesses that want the accounting handled consistently and correctly.
Explore bookkeeping →Services
Support for every stage between messy books and financial leadership.
Platinum Ledgers meets businesses where the finance function is breaking down. Start with cleanup or monthly bookkeeping, strengthen reporting and cash visibility, then add controller or fractional CFO support when the decisions become more complex.
Bookkeeping Cleanup & Catch-Up
Fix incomplete, behind, or unreliable books and establish a clean foundation before ongoing accounting or higher-level advisory begins.
Explore cleanup services →Cash Flow Forecasting
Forward-looking cash planning that connects collections, payroll, vendors, debt service, taxes, capital spending, and other material cash movements.
Explore cash flow forecasting →Fractional CFO
Forecasting, KPI interpretation, profitability analysis, scenario planning, budgeting, and financial decision support without adding a full-time CFO.
Explore fractional CFO →The service ladder
Use the level of finance support the business actually needs.
Not every company needs CFO support on day one. The objective is to get the fundamentals right and increase the level of financial support only when it creates value.
- 01 · Cleanup
Correct the accounting and bring the books current.
- 02 · Bookkeeping
Maintain reliable monthly accounting and reconciliations.
- 03 · Reporting / Controller
Improve close quality, reporting, controls, and management visibility.
- 04 · Fractional CFO
Use forecasts, KPIs, scenarios, and financial leadership to support bigger decisions.
Specialized capability
Deeper support when the entity structure or reporting requirements get complicated.
Outsourced Accounting & Controller Support
A stronger close process, balance-sheet discipline, management reporting, and accounting oversight for businesses that have outgrown basic bookkeeping.
Financial & Management Reporting
Monthly financial statements, management packages, KPI reporting, and variance analysis designed to make the numbers useful to the people running the business.
Complex Multi-Entity & Investor Reporting
Multi-entity accounting, capital account tracking, waterfalls, and investor or family reporting for founder families, family offices, real estate sponsors, and investment structures.
Learn more →Nonprofit Fund Accounting
Restricted fund tracking, grant support, and board-ready reporting for mission-driven organizations.
Learn more →Before tax season
Not sure what shape your books are in?
The Year-End Books Health Check reviews your books so far this year and gives you a clear list of what to fix, with a fixed-price quote. Your $250 fee is credited if you hire us for cleanup or monthly bookkeeping.
See How It Works
Start with a free 15-minute call.
Not sure where your business fits?
Start with the problem you are trying to solve. A short conversation can determine whether you need cleanup, ongoing bookkeeping, cash flow support, or a higher level of financial oversight.
Schedule a Consultation