Choose Your Path...
For founders earning $1M-$3M
who needs their financial foundation to match their momentum.
For founders scaling past $3M who want to eliminate margin erosion, eliminate tool bloat and founder dependency.
For founders planning to exit their business in the next 2-7 years who want to maximize valuation, reduce key-person risk and walk away with leverage.
You’ve got real revenue.
You’ve got big plans.
But behind the scenes...
Still spreadsheets, crossed fingers, and a prayer to the cashflow gods.
You’re not bad at numbers.
You’ve just never had numbers that make sense.
That’s where we come in.
Grow 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.
Grow is your financial leadership starter kit for founders ready to stop flying blind.
from $1,111 per month
GROW
For founders earning $250K–$1M who need compliance and clarity for consistent growth.
First 3 Months...
- 1:1 Vision Session with Astrid to align your vision with who you are becoming, utilizing Human Design + Gene Keys.
- Complete Business Audit to identify hidden opportunities and capacity blocks for growth.
- Personalized Strategic Business Plan with 90-day sprints to close the gap toward your vision.
- Customized dashboard inside of QuickBooks Online.
- Ongoing bookkeeping in QuickBooks Online
- Maintenance of the customized dashboard inside QuickBooks Online.
- Quarterly Strategic Alignment Workshop to keep the strategic plan current and adaptable as you expand.
- Operational Vault filled with templates and videos to introduce best practices to increase profit margin, hiring, sales, project management, and so much more.
- Chat support from our team to answer any questions you may have about your finances and strategy.
- You’re making between $250K–$1M/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 financial clarity built for you.
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 $500K-$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 $3,333 per month
SCALE
For founders earning $500K–$2M who want to rapidly scale with precision, freedom, and impact.
First 3 Months...
- Everything in GROW, plus...
- Four Custom-Built Dashboards to give you simple, visual, color-coded clarity for every move you make in seconds. The CEO Overview, Cashflow Runway, Sales Engine, and Scalability Capacity.
- Reverse-Engineered Financial Projections built from your end-game backward that show exactly how each move shapes the outcome.
- Everything in GROW, plus...
- Maintenance of All Four Custom-Built Dashboards with real-time updates.
- Monthly 1:1 Strategic Alignment 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 Cash Flow Visibility so you know how long your runway is and whether the 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 Tool to review your next big idea. Hiring? Launching? Cutting an offer? Run the numbers first. Then decide.
- Quarterly Scalability Capacity Audit to uncover leaks, opportunities, and realign with your vision.
Ledger + Legacy becomes your inner circle.
We refine your systems, perfect your reporting, and prepare your business to withstand investor scrutiny with elegance and ease.
Every dashboard, every report, every rhythm is built for the question behind every buyer’s eyes:
Is this business truly worth what they’re asking?
When they look, they see precision.
When they question, the numbers give crystal clear answers.
When they make the offer, it's worthy of your hard work and years of dedication.
This is where your business stops being your work and becomes your legacy asset.
Clean. Profitable. Unshakable.
from $5,555 per month
EXIT
For founders planning to sell their business in the next 12–36 months who want to maximize valuation and walk away with leverage.
You’re architecting a high-return exit.
The business runs. The numbers are strong.
Now every move is about precision, timing, and return.
This is the stage where vision turns into valuation. Where the right systems, clean books, and airtight dashboards don’t just tell a story…
they multiply your sales price.
You need to:
✨ Streamline operations before due diligence
✨ Tighten margins and cash flow to maximize profit
✨ Structure contracts for a smoother handoff
✨ Plan wealth preservation beyond the sale
You need a financial architect who’s sold, exited, and understands what it takes to make a business irresistible to buyers, demands a record-high valuation, and gives you cash in hand now, not paid out over years.
First 3 Months...
- Everything in GROW + SCALE, plus...
- Exit Readiness Audit of every financial, operational, and legal system to ensure your business can withstand investor or buyer scrutiny without breaking stride.
- Valuation Optimization Plan, where we reverse-engineer your desired exit multiple and fine-tune every lever (profit, margin, and systems) to command it.
- Due Diligence Preparation to structure everything buyers will ask for before they ask.
- Exit Ready Dashboard Suite with four precision dashboards (CEO Overview, Cash Flow Runway, Profit Engine, and Valuation) expanded for investor-grade transparency.
- Post-Exit Vision Session with Astrid to align your next chapter. Clarify wealth goals, freedom plans, and how your leadership evolves beyond the sale.
- You’re earning $500K–$5M and starting to thin it’s time to make your business transferable, profitable, and sale-ready.
- You’re done guessing at valuation or hoping your books will “make sense when it’s time.”
- You want systems, numbers, and strategy that hold up under due diligence. Clean, credible, and investor-grade.
- You want a partner who’s already built, scaled, and sold a business successfully, who knows how to turn what you’ve built into a legacy-level asset.
- Everything in GROW + SCALE, plus...
- Valuation Tracking + Monthly Optimization inside your dashboard, showing exactly where your business stands month to month.
- 1:1 Monthly Exit Strategy + Buyer Readiness Coaching with Astrid focused on negotiation clarity, deal structure strategy, and leadership through the exit process.
- Quarterly Executive Reviews to refine valuation, margin, and cash flow, leading into sale readiness.
- Wealth Preservation Strategy in coordination with your wealth advisors to design post-exit structures that protect, grow, and distribute your capital in alignment with your long-term vision.
- Ongoing Strategic Partnership Until Close. We stay by your side through the entire transition, ensuring a clean handover, smooth due diligence, and peace of mind when the deal is done.
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.