The Foundation is built for the entrepreneur who’s no longer okay with financial guesswork—but isn’t ready for a full financial team. You're running a real business. You’re bringing in consistent revenue. But your backend still feels like a patchwork of spreadsheets, software, and crossed fingers.
You want clean, compliant books—and a rhythm you can rely on. No jargon. No judgment. Just a calm, consistent process that gives you numbers you can trust.
Most entry-level bookkeeping is transactional. Ours is foundational.
We don’t just clean up your books—we build you a rhythm. One that grounds your leadership and clears your mental load. From the first onboarding call to the quarterly alignment rituals, everything is designed to bring ease, clarity, and quiet confidence to your financial world.
This isn’t basic bookkeeping. This is the beginning of your financial sovereignty.
from $333 per month
What’s Included:
- Monthly bookkeeping in QuickBooks Online
- Reconciliation of up to 3 bank/credit accounts (additional accounts just $111/month)
- Clean categorization of all income and expenses
- Chart of Accounts review and refinement
- Monthly delivery of Profit & Loss + Balance Sheet reports
- Access to our curated Financial Clarity Resource Library
- 1x onboarding call with your team
- A private Notion dashboard to track deliverables
- Quarterly CEO Alignment Rituals to check in on goals, cash flow, and clarity
You’re scaling—and it’s working. But as your business grows, so does the complexity. You’re tired of wondering if your numbers are “fine” or “failing.” You want a financial partner in your corner. Someone 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.
This isn’t just more bookkeeping. This is when your financials become a living, breathing extension of your leadership.
With The Vision, 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. You stop asking, “Can I afford this?” and start leading with, “This is the right move.”
This is the power of aligned financial partnership: you, fully supported, fully informed, and finally in command.
from $999 per month
What’s Included:
- Everything in The Foundation, plus...
- Monthly 30-minute Financial Alignment Call with Astrid
- Custom Cashflow Dashboard
- Strategic Category Review each month—analyzing team spend, software, contractors, and tax allocation
- Quarterly Spending Pattern Audit to uncover leaks and realign expenses with vision
- Private Voice Note Access for context-based financial questions
What’s Included:
- Everything in The Vision, plus...
- Monthly 60-minute CEO Decision-Making Call (strategic clarity meets intuitive leadership)
- Rolling 12-Month Forecast + 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 + Margin Optimization to grow smart, not just fast
- CEO KPI Dashboard (ClickUp, Notion, or Google Sheets—designed to fit how you lead)
- Direct Coordination with Your CPA, OBM, or Integrator to bring it all together without bottlenecks
from $3,333 per month
You’re architecting a legacy. You’ve hit consistent revenue milestones, and now you want to scale with discernment. You're making big decisions: expanding your team, launching new offers, maybe planning a retreat or exit strategy. And you need the numbers to back you—without friction, confusion, or lag.
You want a true financial partner who thinks like a founder, aligns with your values, and helps you lead with calm command. The kind of support that lets you exhale… and expand.
This is the tier for founders who are done operating from guesswork. You’ll finally have a dynamic financial system that works for you—mapping your goals, holding your vision, and powering your most aligned decisions.
The Legacy is where your numbers become your compass. Your dashboard becomes your boardroom. And your financials begin to reflect the power you’ve always held.
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.
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.
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.