Attention: Small Businesses
Never Worry About Your Bookkeeping Again
21st-Century Bookkeeping for Small Businesses Only
How It Works
So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:
Step 1:
ANALYZE
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...
Step 2:
CUSTOMIZE
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) small business specific, b) simple to understand and c) helps us all to see how we can...
Step 3:
OPTIMIZE
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Hear From Our Clients
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Leo Ward
Healthy Smiles
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Milly Blide
Manager
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Rebecca Hardy
Owner, Hardy Dental
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Jonathan Cooper
CFO
Why Me?
Hello! I’m Claudelle Julien, the founder of Ledger Theory and Company. With 12 years of experience in the financial industry, I’m passionate about helping small businesses thrive by providing clear and accurate financial insights.
I believe that every business deserves personalized attention, and I take pride in tailoring my services to meet your unique needs. My goal is to simplify your financial processes, giving you more time to focus on what you love.
When I’m not crunching numbers, you can find me at the gym, baking or cooking. I’m excited to partner with you on your journey to success!
Select a Time to Chat With Me Now:
Turn your bookkeeping nightmare into a dream
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