In 2016, I sat across the table from a business broker who told me my company wasn’t worth what I thought it was.

He handed me a lowball valuation. Numbers that didn’t reflect the blood, sweat, and brilliance I’d poured into building a financial firm from scratch.

What he didn’t expect...
...that I would spend the next six months rebuilding the company from the ground up...and triple the evaluation. 

I cleaned up every corner of the business.
Digitized the entire workflow.
Let go of the expensive office lease.
Hired an offshore team that could run the day-to-day better than any in-house crew I’d had before.

And most importantly. 
I had immaculate books.
Clean. 
Organized. 
Bulletproof.

So clean that when the forensic accounting team came in to vet the deal...
They didn’t ask a single follow-up.

I sold that business for a record-high multiplier,

Paid in full. 
Up front.
No contingencies. 
No earn-outs.

Because I knew what most founders don’t...

Clean books aren’t just compliance.

They’re leverage.
They’re power.
They’re peace.
They’re exit-ready wealth.

But that was just the beginning.

Since then, I’ve built and scaled multiple companies.

I’ve worked behind the scenes as the strategist, the operator, the architect for some of the most powerful thought leaders and agencies in the online space.

I’ve seen what it really takes to build something big.
Something that lasts.
Something that doesn’t require you to trade your peace for your next revenue goal.

And in the backend of all that brilliance, I kept seeing the same painful patterns:
→ Clients who had no idea how much their launch made until months later, when the books were tallied 
→ Surprise $25,000 tax bills that wiped out their reserves
→ Programs that looked successful on Instagram but bled money behind the scenes
→ CEOs contorting themselves into spreadsheets, trying to make sense of the numbers to translate them into “smart” decisions
→ Six-figure launches that somehow ended in 5-figure debt
→ Team hires made on hope, not strategy, and the burnout that followed

And through all of it, one thing became clear...
Most entrepreneurs are scaling businesses on pure instinct.
With no solid ground beneath them.

They’re brilliant.
They’re creative.
They’re courageous.
But they’re flying blind.

And I couldn’t stand by and watch it anymore.

That’s why I created Ledger + Legacy.

Because visionary leaders like you were never meant to do this with duct tape and adrenaline.
Because backend chaos isn’t a rite of passage.
Because your wealth deserves a structure that honors its magnitude.

At Ledger + Legacy, we do things differently.
>> We don’t just reconcile your books—we reveal the numbers that actually matter to your mission.
>> We don’t flood you with reports—we deliver insight. Strategy. Clarity.
>> We don’t expect you to translate the data—we build the reports that speak your language.
>> And we don’t ask you to carry it alone—we hold the backend like it's sacred. Because it is.

You were never meant to lead a movement with a backend built for mediocrity.

You were meant to be fully held.

If you're the kind of founder who’s building for the long game...
If you're tired of over-functioning and under-supported...
If you're ready for numbers that don't just tell you where you've been, but guide you to where you're going...
We’re here.
We see you.
And we know how to hold the weight of what you're building.

Founder | Visionary Strategist | Revenue Architect

Behind every clean close, smart report, and strategic recommendation is a powerhouse team, handpicked for precision, professionalism, and heart.

At Ledger + Legacy, we’ve built a team of expert bookkeepers, project managers, and finance professionals who understand the nuances of remote-first teams, global audiences, expat founders, and launch driven cashflow patterns. We’re not just here to categorize expenses or reconcile bank accounts, we’re here to build the financial backbone of your legacy.

Every member of our team is trained to go beyond the numbers.
To spot trends, flag risks, and offer support with context.
To uphold compliance without slowing down your momentum.
And to work inside systems designed for clarity, consistency, and trust.

No more “just catching up.” No more wondering where your money went.
Just intentional, reliable, aligned financial support from a team that gets you.

Because online entrepreneurs don’t need another cookie-cutter service.
They need a partner who speaks their language.
Who understands launch seasons, recurring revenue, Stripe statements, international payments, and payrolls that change with every hire.

You bring the vision.

We bring the structure that holds it, with presence, precision, and a whole lot of care.

Meet the Team 

Seasoned Bookkeepers | compliance pros | insight detectives