Our services
The first order of business is to ensure your foundational accounting system is rock solid — the numbers must be reliable. We provide cloud-based bookkeeping services using QuickBooks Online. We’ll take this busy work off your plate, refine and automate the processes where we can, and then move on to the more important work - turning that data into actionable information you can use to support your business decisions.
Bookkeeping
The purpose of our advisory sessions is to support you in understanding and meeting your business goals by tracking progress against plan and adjusting business operations as needed. If you have already established your company’s strategy, we can help you achieve it. If you need to conduct strategy development, we can facilitate the process. Either way, your company will emerge from these sessions leaner, stronger, and more competitive, and you will feel ready to implement strategy effectively and achieve your goals.
Business Advisory
Business Health Check
We’ll work with you to establish a reporting rhythm so you can always understand your business’s health. Expert monthly bookkeeping produces accurate reports, which we convert into visual models and colorized graphs that make it easy to see profitability, analyze trends, and how you measure up to the competition.
Cash Flow Forecasting
Cash Flow Forecasting comes in two flavors: short-term and long-term. Short-term helps ensure you’ve got enough cash to cover the bills in the immediate future. Long-term helps to ensure your business doesn’t go out of business. We can help with both.
Our lean business planning process consists of 1-3 meetings conducted via Zoom, where we’ll work with you to help you articulate where you want your business to go and help create a road map to get you there.
Lean Business Planning
Knowing when to hire is one of the critical pieces involved in whether or not a business is successful. We provide capacity planning services to forecast “what-if” scenarios to determine the following:
When you need to hire.
How much you can afford to pay them.
When you’ll need to hire again.
Capacity Planning
“Pine Ledger has been awesome to work with. They understand our value proposition and have worked tirelessly to help us. They exceeded all expectations and have been invaluable throughout the ‘strategic advisory’ process.”
“Eric is a must-have professional for your business. He is patient, kind, thorough, and, most importantly, has extreme integrity. From the moment I met him, I realized he was a very special person, and I’m happy to have him in my corner.”
“I’ve been working with Pine Ledger for about seven years, and everything has been super easy and seamless the whole time! I get my questions answered the same day or within 24-48 hours. I am a happy client.”
