Accounting You Can Rely On
Clean books, timely reconciliations, and consistent reporting give you numbers you can trust. We keep your accounting current so you're not making decisions with incomplete or outdated information.
Accounting & Fractional CFO Services
Financial Clarity.
Strategic Growth.
We keep your financials accurate, your reporting useful, and your business better prepared for the decisions ahead.
When the Numbers Are Not Enough
You have financial reports. You still need a clearer view of your business.
You can have up-to-date books, monthly reports, and plenty of financial data—and still be unsure what the numbers are actually telling you.
We make sure the accounting is right first. Then we help you turn those numbers into information you can actually use.
- Your reports arrive too late to help you make decisions.
- You see numbers or transactions that don't make sense.
- You're not always sure what cash you'll need in the months ahead.
- Your accounting is spread across different people or systems, and no one has the full picture.
- Your reports tell you what happened, but not what to do next.
- You finish reviewing the numbers with more questions than answers.
ACCOUNTING THAT GOES FURTHER
Accurate accounting. Clearer decisions.
Good financial decisions start with accurate accounting. We keep your books current and your reporting useful, then help you understand what the numbers mean for your business.
Strategic Financial Guidance
When you need more than historical reports, we help you look ahead. Fractional CFO support can include cash flow planning, forecasting, scenario analysis, and guidance around the financial decisions that shape your business.
Fractional CFO Services
Financial leadership without the full-time hire.
As your business grows, the financial decisions get more complicated. It’s no longer enough to know what happened last month. You need to understand what your business can afford, where to invest, and how the decisions you make today could affect the months ahead.
Fractional CFO services give you experienced financial guidance without adding a full-time executive to your team. We work alongside you to build forecasts, plan for cash needs, evaluate different scenarios, and understand the financial impact of important decisions.
The goal isn’t more reports. It’s knowing what to do with the information you already have.
Schedule a Free ConsultationPlan with greater confidence
Build practical budgets and forecasts around how your business actually operates and where you’re planning to go.
Understand cash flow
See when cash may get tight, plan for upcoming needs, and make adjustments before they become urgent.
Evaluate important decisions
Understand the financial impact of hiring, expansion, restructuring, investments, and other significant changes before you commit.
How We Support Your Business
Accounting support built around what your business actually needs.
Some businesses need reliable monthly accounting. Others need forecasting, financial guidance, or help through a specific project or transition. Often, it’s a combination of both.
We tailor our work around what you already have in place, what needs attention, and the level of support that makes sense for your business.
Fractional CFO
Financial planning and guidance for owners who need to look ahead, weigh options, and make better-informed decisions.
Use your numbers to plan for what’s ahead.
Accounting
Reliable monthly accounting that keeps your books current, organized, and ready for reporting.
Know that your books are current and your numbers are reliable.
Growth
Financial planning and stronger accounting systems for businesses preparing to expand, improve operations, or move beyond basic bookkeeping.
Build the financial structure your next stage of growth requires.
Project & Cleanup
Focused accounting help when something specific needs attention—without requiring an ongoing monthly engagement.
Get the accounting help you need, when you need it.
WHAT BETTER FINANCIALS MAKE POSSIBLE
Know where your business stands and what needs your attention next.
Accurate numbers are only useful if you can understand them and use them to run your business.
Financial Visibility
See your revenue, expenses, cash, and overall performance clearly—with reporting you can actually use.
Planning & Forecasting
Look beyond last month with budgets, forecasts, and cash-flow projections built around where your business is going.
Decision Support
Understand the financial impact of your options before making decisions that could shape your business for years to come.
When your Business Is Changing
Some decisions need more than routine reporting.
Your accounting needs can change as your business grows or goes through a transition. What worked before may not give you the reporting, planning, or financial oversight you need now.
We can step in for a specific project or provide ongoing support, depending on what’s changing and what you need help with.
- You’re preparing to hire, expand, or enter a new stage of growth.
- You need a budget or forecast before making a significant commitment.
- An audit or outside financial review is approaching.
- Accounting responsibilities are moving between you, an employee, or another firm.
- You’re buying, selling, or evaluating a business or investment.
- Ownership or internal financial responsibilities are changing.
- Your current accounting processes aren’t keeping up with the size or complexity of your business.
- You need ongoing financial guidance but aren’t ready for a full-time CFO.
Support for Nonprofits
Reliable accounting for organizations focused on their mission.
Nonprofits have many of the same accounting needs as businesses, along with additional reporting, budgeting, and oversight responsibilities. We help keep the financial side organized so your team can stay focused on the work your organization exists to do.
Discuss Your Organization’s Needs
Support may include ongoing accounting, fund and restricted-fund tracking, grant reporting, budgeting and forecasting, board-ready financial reporting, cleanup work, and preparation for an outside audit or review.
WORKING WITH LEDGER & PINE
Steady support, clear communication, and a team that knows your business.
Ledger & Pine is a women-founded and women-owned accounting firm based in Southern California. We work with businesses and nonprofits that value accurate accounting, clear communication, and financial guidance they can actually use.
We take the time to understand how your business works, what you already have in place, and where you need help. From there, we determine what makes sense for us to handle and what should stay with your existing team.
That might mean starting with a cleanup project, taking over ongoing accounting, or adding financial planning and CFO support. As your needs change, our role can change with them.
Getting Started
A straightforward way to get started.
We start by learning about your business, what you already have in place, and where you need help. From there, we’ll recommend the best way to work together.
01
Free Consultation
Tell us about your business, how your accounting is currently being handled, and what led you to reach out.
02
Priorities & Scope
We’ll identify what needs attention, what you’d like us to handle, and the services that make the most sense for your business.
03
We Get to Work
Once we agree on the scope, we’ll get started and establish a clear process for communication, reporting, and the work we’re handling.
Your Free Consultation
Start with a conversation about what your business needs.
Tell us what’s working, what isn’t, and where you could use more support. We’ll talk through your current accounting and financial needs and determine whether Ledger & Pine is the right fit.
You don’t need to know exactly which service you need before scheduling.
Book a Free Consultation
What we may discuss
- How your accounting is currently being handled
- What’s working well and where you’re running into issues
- Any upcoming decisions, projects, or changes in your business
- Cash flow, budgeting, forecasting, or reporting needs
- Whether you need ongoing support or help with a specific project
- What working together could look like
Frequently Asked Questions
A few things to know before we talk.
What is a Fractional CFO?
A Fractional CFO gives your business experienced financial guidance without the cost of a full-time CFO. Support may include forecasting, cash-flow planning, management reporting, scenario analysis, and guidance around important decisions.
How is Fractional CFO support different from ongoing accounting?
Ongoing accounting keeps your books accurate, current, and organized. Fractional CFO support uses that information to look ahead—planning for cash needs, evaluating options, forecasting, and supporting larger business decisions.
Do you provide ongoing accounting services?
Yes. We provide recurring accounting support based on what your business needs and what you already have in place. This may include reconciliations, monthly close, financial statements, reporting, and other ongoing accounting responsibilities.
Can you help if our books are behind or disorganized?
Yes. We can help with catch-up and cleanup work, identify what needs attention, and get the books into a more reliable position before ongoing reporting begins.
Do you work with nonprofits?
Yes. We support nonprofits with ongoing accounting, cleanup, budgeting and forecasting, financial reporting, and preparation for outside audits or reviews.
Can you help us prepare for an audit or outside review?
Yes. We can help organize reconciliations, supporting schedules, and financial records so your auditor or reviewing professional has the information they need. Ledger & Pine does not perform independent audits or attest engagements.
Do you support one-time projects?
Yes. Project work may include cleanup or catch-up accounting, audit preparation, accounting transitions, financial review, or another clearly defined need.
How much do your services cost?
Due to the scope of our work varying by business, pricing is based on the services and level of support you need. After the initial consultation, we’ll provide clear pricing for the recommended scope before any work begins.
Do you work with businesses outside Southern California?
Yes! While Ledger & Pine is based in Southern California, we work with clients remotely and are not limited to businesses in our immediate area.
Do I need to know which service I need before scheduling?
No. Tell us what’s going on, and we’ll help determine what kind of support makes sense.
What happens after the free consultation?
If it looks like a good fit, we’ll outline the recommended services, responsibilities, and scope of work before anything begins.
Start the Conversation
Build a clearer financial foundation for what comes next.
Tell us where things stand today and what you’d like to improve. We’ll talk through your needs and see whether Ledger & Pine is the right fit.
Get In Touch
Have a question or prefer to start with a message?
Send us a note and we’ll get back to you.