GROW:
Financial Clarity for Founders Who Are Done Guessing
You’re making money.
Good money, actually.
But you’re also refreshing Stripe at 11 PM, cross-checking three spreadsheets to figure out if you can afford that hire, and secretly wondering if the profit you think you made last quarter is… real.
Spoiler: You shouldn’t have to wonder.
You’re Not Broke.
You’re Just Flying Blind.
Revenue’s coming in.
But visibility? That’s another story.
You’ve outgrown the “DIY bookkeeping + prayer” phase, but you’re not quite ready for a full financial leadership team. You don’t need a CFO on speed dial.
You just need to see your numbers clearly, consistently, and without the chaos.
Real-time visibility into what’s actually happening in your business
QuickBooks that doesn’t make you want to cry
A dashboard that shows you where profit lives (and where it’s leaking)
Financial rhythms that keep you ahead of the mess, not buried in it
You need the GROW path.
What You Get: Bookkeeping + Dashboard + Financial Rhythms
GROW is designed for founders earning $250K–$1M who want stable, sustainable growth—without the guesswork, the panic, or the late-night number spirals.
Here’s What’s Included:
First 3 Months...
>> 1:1 Vision Session with Astrid
A deep calibration of where you’re going and who you’re becoming using Human Design and Gene Keys to align your business with the way you naturally lead, decide, and create.
>> Complete Business Audit
We dig into your numbers, systems, offers, and team to uncover hidden opportunities, capacity leaks, and growth bottlenecks.
>> Personalized Strategic Business Plan
A quarter-by-quarter roadmap that bridges the gap between where you are and the vision we defined. Simple, grounded, and executable.
>> Customized Dashboard in QuickBooks Online
Your financial command center, designed around your business model. Real numbers, real visibility, zero confusion.
Ongoing...
>> Monthly Bookkeeping That Gives You Numbers That Make Sense
Clean, accurate books closed every month, on time, every time.
Tailored categorization that reflects how your business really runs (not some accountant’s default chart).
Compliance-ready financials that make tax season painless and profitable.
>> Dashboard Maintenance + Real-Time Updates
Your QuickBooks dashboard stays live and accurate, updated in real-time, so your decisions stay grounded in truth.
>> Quarterly Strategic Alignment Workshops with Astrid
Astrid guides our clients every quarter to review the numbers, realign their strategy, and close the gap between vision and reality.
You’ll know exactly what’s working, what’s leaking, and what to do next.
>> Operational Vault Access
A growing library of templates, videos, and best practices for profit margin optimization, hiring, sales flow, project management, and more, so your backend develops alongside your vision.
>> Chat Support from the Ledger + Legacy Team
Real humans. Real strategy. Quick answers to keep your financial clarity flowing.
Numbers don't scale.
But clarity does.
Let's Talk
Numbers + Magic
We’re not your dad’s accounting firm.
We’re a new kind of financial leadership team. One that speaks vision, energy, and CEO strategy.
At Ledger + Legacy, we help you create clean systems, sacred structure, and money clarity that lights up your entire business.
Let's Talk Numbers + Magic
Who This Is For...
A digital CEO, coach, consultant, or agency owner earning $250K–$1M.
Done with DIY bookkeeping but not ready for a full CFO-level partnership.
Craving visibility and clarity without the overwhelM.
Ready to make decisions based on data, not vibes and Stripe screenshots.
Building something sustainable, not just chasing the next launch.
Let's Talk Numbers + Magic
"Partnering with Astrid and her team
has been one of the smartest decisions we’ve made in redesigning our business for the online world."
Jesse Koren + Sharla Jacobs | Thrive Academy
Saved $500K in Yearly Payroll
FAQ
Your Questions, Answered
A bookkeeper records transactions. We give you financial clarity and decision-making power. You get clean books plus a live dashboard, training, and quarterly strategy sessions with a founder who’s built, scaled, and sold multiple 7-figure businesses.
Do I need to use QuickBooks Online?
Yes. It’s the foundation of everything we build. If you’re not on QBO yet, we’ll help you migrate.
What if I’m already working with a bookkeeper?
No problem. We can audit your current setup and either take over or work alongside your existing team to add the visibility and strategy layer.
How long does it take to get set up?
Typically 2–4 weeks, depending on how messy (or clean) your books are when we start.
Can I upgrade to SCALE or EXIT later?
Absolutely. Many of our clients start with GROW and upgrade as their business evolves. We grow with you.
What if my books are a disaster?
We’ve seen it all. Seriously. Messy books are our love language. We’ll clean them up and get you current—no judgment, just systems.
"Having this level of support and visibility has given me a business model I absolutely love."
Sean Stewart | rock your gift
broke free from cashflow rollercoaster and created a steady, recurring income
"Astrid and her team has made my backend business structures as elegant and clear as the work that we offer into the world!"
Elayne Kalila | Priestess Presence
From $22K in monthly recurring revenue to $112K
"I'm in love with the systems and structure that Astrid has helped me create. Honestly, I couldn't imagine doing business without her guidance."
Rachel Bolton | Plan yourself pregnant
record month after record month
Numbers don't scale. But clarity does.
Let's Talk
Numbers + Magic
We’re not your dad’s accounting firm.
We’re a new kind of financial leadership team. One that speaks vision, energy, and CEO strategy.
At Ledger + Legacy, we help you create clean systems, sacred structure, and money clarity that lights up your entire business.
let's Talk Numbers + Magic