You’ve got real revenue.
You’ve got big plans.
But behind the scenes...
Still spreadsheets, crossed fingers, and a prayer to the Cash Flow Gods.
You’re not bad at numbers. You’ve just never had numbers that talk back.
That’s where we come in.
The Foundation is where clean books meet clarity.
Not accountant-speak.
Not shame spirals.
Just structure, rhythm, and power you can lead from.
Calm precision over your cash, and decisions made in daylight.
The Foundation is your financial leadership starter kit for founders ready to stop flying blind.
from $333 per month
The Foundation
BOOKKEEPING FOR the entrepreneur who’s done guessing and ready to lead with clarity.
- Monthly bookkeeping in QuickBooks Online
- Reconciliation of up to 3 bank/credit accounts (additional accounts $111/month)
- Clean categorization of all income and expenses
- Chart of Accounts review and refinement
- Monthly delivery of Profit and Loss and Balance Sheet reports
- Access to our private Financial Clarity Resource Library
- Onboarding call with our team
- Private dashboard to track deliverables
- Quarterly CEO Alignment Rituals to check in on goals, cash flow, and clarit
- You’re making between $100K–$750K/year.
- You’re steadily growing.
- And you’re ready to stop avoiding your books like they’re haunted.
- Whether you’re “not a numbers person” or you’ve just never had a system that works like your business does, this is bookkeeping built for you.
(On the Ledger + Legacy Podcast)
You’re tired of wondering if your numbers are “fine” or “failing.” You want a financial partner in your corner who gets digital business, understands launch rhythms, virtual, global teams, and speaks your language, not accountant speak.
You want monthly check-ins, strategic oversight, and an intelligent dashboard that makes money decisions feel easy, not draining.
We turn your financials into a living, breathing extension of your leadership.
You don’t just see your numbers, you know what they mean. You have a second set of strategic eyes on your spending, your decisions, and your goals.
With our Strategic Leadership Dashboard, you’ll get access to real-time clarity and insight in seconds.
Who this is for:
- You’re making between $300K-$2M
- You’re scaling fast, and your backend is struggling to keep up.
- You're done making decisions on instinct, hope, and lagging reports.
- You don’t have to love numbers. But you need a dashboard that translates numbers into clarity — fast, clean, and built for the way you lead.
from $1111 per month
The Vision
For the CEO scaling fast — and done making expensive guesses.
- Everything in The Foundation, plus...
- Custom-built dashboard to give you simple, visual, color-coded clarity for every move you make in seconds.
- Monthly 60-minute Strategic Leadership Call with Astrid to check your blind spots, dial in your growth plan, and make sure you’re not accidentally setting money on fire.
- Real-time cashflow visibility so you know how long your runway is and whether that next launch is cash-positive before you commit.
- Profitability + margin tracking that tracks every dollar in, every dollar out, across offers, quarters, launches, and retainers, in real time.
- Scenario tools to review your next big idea. Hiring? Launching? Cutting an offer? Run the numbers first. Then decide.
- Quarterly Spending Pattern Audit to uncover leaks and realign expenses with vision.
(On the Ledger + Legacy Podcast)
And with our AI Legacy Intelligence™ Tool — now at its most advanced level — you get real-time clarity when decisions can’t wait.
Ask it anything:
“What if I hire a full-time COO this quarter?”
“How will this $50K retreat impact Q2 margin?”
“Is this offer pricing sustainable based on last year’s performance?”
You’ll receive clear, founder-level breakdowns: scenarios, strategic options, and pros/cons tailored to your actual data.
No waiting. No spreadsheets. No middle-of-the-night Slack messages. Just grounded clarity at the speed of your growth.
This is where your numbers become your compass. Your dashboard becomes your boardroom. And your business becomes the legacy you’re here to lead.
from $3,333 per month
The Legacy
For the FOUNDER ready to lead with precision, power, and peace
You’re architecting a legacy.
You’ve already hit consistent milestones, now you’re scaling with discernment.
You're making big, strategic decisions:
✨ Expanding your team
✨ Launching new verticals
✨ Hosting retreats or mapping an exit strategy
And you need the numbers to back you without friction, confusion, or delay.
You want a true financial partner who thinks like a founder, speaks your language, and supports the way you lead.
This is where your financial systems rise to meet your vision.
We're not just tracking numbers. We're giving you what numbers you need to make the most aligned, high-leverage moves in your business.
What’s Included:
- Everything in The Vision, plus...
- Monthly 60-minute CEO Decision-Making Call where strategic clarity meets intuitive leadership
- Rolling 12-Month Forecast and Scenario Planning so you can see what’s coming and lead accordingly
- Custom Budgeting Support for hires, launches, retreats, and investments that actually move the needle
- Revenue Target Modeling and Margin Optimization to grow smart, not just fast
- CEO KPI Dashboard designed to fit how you lead
- Direct Collaboration with Your CPA, OBM, or Integrator to bridge your entire backend so you can stay in command
- Elite Tier Access to our AI- Powered Legacy Intelligence™ Tool for instant decision support, scenario simulations, and advanced forecasting
You’ve hit big financial milestones, but every launch still feels like a gamble, and you're tired of not knowing if it actually moved the needle.
You’ve hired a team, stacked up software, scaled your offer, but your backend still feels like duct tape and crossed fingers.
You want to walk into money meetings with calm command, not secretly hoping the numbers make sense.
You’re done performing success on the outside while quietly wondering why the profit never seems to match the effort.
You’re building a business that funds a legacy, and you want the kind of financial clarity that makes every decision feel precise, potent, and aligned.
Ledger + Legacy is for you if...
Ledger + Legacy IS not for you if...
You’re looking for the cheapest option, not the right one, and you treat bookkeeping as an afterthought, not an asset.
You want someone to plug in and silently “do the books” without ever helping you understand what the numbers actually mean.
You’re more comfortable winging it than building systems that let your business breathe and scale.
You aren’t ready to let go of control, or you aren’t willing to give us access to the data we need to support you like a true partner.
You’d rather keep hoping it all works out than commit to financial clarity, intentional decisions, and long-term sustainability.
Let's Talk Numbers + Rhythm
A clear pulse behind the profit. A structure that holds your ambition without suffocating your nervous system.
At Ledger + Legacy, we make it effortless to step into clarity. Whether your backend feels like a tangled mess of Stripe surprises and outdated spreadsheets, or you’re scaling faster than your systems can hold, we meet you where you are, without shame or overwhelm.
We bring order to the chaos and strategy to your intuition.
Clean books, yes. But also: cashflow you can trust, decisions made with confidence, and monthly rhythms that restore your power.
This is where visionary leadership meets financial sovereignty.
Where your numbers finally reflect the legacy only you can build.