Services Guide for Startup to Mid-Sized Businesses

At The Friendly Ledger Advisory, we specialize in full-cycle accounting tailored for startups and mid-sized businesses. Our goal? To simplify your financial operations, give you peace of mind, and empower your growth.

Service Tiers:

1. Essential Ledger Support

Perfect for businesses that need foundational accounting support.

  • Monthly bookkeeping

  • Account reconciliations

  • Accounts payable & receivable tracking

  • QuickBooks/Xero setup & maintenance

  • Monthly financial snapshots

2. Growth-Ready Support

For growing businesses needing complete financial support.

  • Everything in Tier 1, plus:

  • Payroll processing & filings

  • Sales tax compliance

  • Custom chart of accounts

  • Monthly financial statements

  • Email support for financial questions

3. Advisory Partner Tier

Designed for scaling companies that want strategic finance guidance.

  • Everything in Tier 2, plus:

  • Cash flow forecasting & budgeting

  • KPI dashboards & insights

  • Funding prep & investor reporting support

  • Quarterly strategic financial reviews

  • On-call advisory (Slack/Zoom access)

Specialty Support Services
We also offer flexible, on-demand support to meet the unique needs of growing businesses and individuals:

  • Short-term 1099 contract work for bookkeeping or controller-level roles

  • Temporary coverage for maternity, medical, or sabbatical leave

  • Emergency support for urgent accounting or finance needs

  • Sliding scale services for single parents and low-income freelancers or contractors

  • One-time cleanups or financial system resets