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Your bookkeeper keeps records organized, but they can’t tell you whether to raise prices now or wait, if you can hire three new employees, or how long your cash will last.
Our virtual CFO services provide the answers you need, with expert financial strategy and clarity at a lower cost than a full-time CFO. Led by a CPA, we help you plan cash flow, create trustworthy forecasts for investors, and make decisions based on actual numbers instead of guesses.
Happy Clients
Years in industry
Strong team
Many founders only notice a problem when they face a big decision, like raising funds, hiring someone, or dealing with a cash shortage. At that point, the numbers do not provide clear answers.
Our CPA-led virtual and outsourced CFO services help with this issue. We turn your financial information into forecasts and clear insights, so you can make confident decisions instead of relying on guesswork.
Problem: You don't know how long your cash will actually last.
Fix: We build cash flow forecasts that show your runway and next moves clearly.
Problem: Your numbers aren't ready when investors or lenders come asking.
Fix: We build models and reporting that hold up in due diligence and board meetings.
Problem: You're planning growth without a real forecast or budget.
Fix: Our virtual CFO team builds forecasts, budgets, and scenario plans you can steer by.
Problem: You're growing but not sure where you actually make money.
Fix: We break down margins and unit economics so you scale what's profitable.
Problem: Every big hire or spend feels like a guess.
Fix: We model the impact first, so decisions run on numbers, not gut feel.
Problem: You don't have clear, timely numbers to make decisions.
Fix: Our outsourced CFO services deliver dashboards and monthly reporting that show what's really happening.
A CFO's role is to increase your business's value every month by managing cash flow, reducing unnecessary spending, and developing systems that turn revenue into profit. We provide two options: fractional CFO services and virtual CFO services. Both offer executive-level financial leadership without the full-time costs.
We get your financials investor-ready so backers say "yes," not "come back later." Clean models, a credible story, and the numbers to support the ask.
Immediate senior financial leadership with no ramp-up time, step-in coverage when you need a CFO in the seat now.
Clean, credible reports that answer the hard questions before they're even asked, ready for every board meeting and investor update.
We pinpoint the metrics that actually move your business, then build the systems to track them consistently, not vanity numbers.
Know exactly what's coming in, going out, and what's available to fund your plans, with runway visibility you can act on.
We make sure your numbers tell the right story, and nothing surprises you at the finish line, through diligence, exit, or acquisition.
Budgets built around your actual goals, not last year's figures with a percentage tacked on, tied to a real strategic plan.
Forward-looking models that help you make today's decisions based on where your business is actually headed.
We start by getting inside your numbers, cash flow, margins, unit economics, and the goals you're steering toward. We identify the financial blind spots before we build anything.
We build the forecasts, budgets, cash flow model, and KPI reporting your business runs on, tied to your actual goals, not last year's figures with a percentage added.
Every month you get clear reporting, board- and investor-ready numbers, and a CPA-led CFO in your corner for the big calls, hiring, spending, pricing, or raising.
We track performance against the plan, adjust forecasts as things change, and keep your decisions grounded in real numbers, so you're always moving with confidence, not guesswork.
Ledger Labs consistently delivered high-quality work on time, demonstrating their reliability and commitment to meeting deadlines. Their punctuality in delivering reports and updates helped maintain smooth business operations and strategic planning. Their ability to adapt to changing needs and provide flexible solutions was a standout feature. Whether it was adjusting the scope of work or refining financial processes, Ledger Labs showcased a strong commitment to meeting the evolving needs of the business.
Our CFO services are not the same for every business. We focus on companies that are serious about growth and need a financial strategy that aligns with their operations.
Channel-level sales, payouts, ad spend, and fulfillment costs, reconciled to the penny. We turn multi-platform chaos into clean margins you can actually read.
Job costing, COGS, and inventory tied back to the floor. We clear the bottlenecks, so you know exactly what each product costs to make.
Entity-by-entity books and property-level P&Ls, clean enough for investors and lenders. Know which properties earn and which ones drain.
Investor-ready financials, burn and runway tracking, and books that scale with every raise. Make confident calls before the cash runs low.
CFO | IRS Enrolled Agent
Gary started Ledger Labs in 2014 and has helped over 2,000 ecommerce businesses improve their finances. He focuses on CFO services, setting up ERP systems such as NetSuite, Odoo, and QuickBooks, and automating financial processes for growing online brands.
Operations Manager
Allison is a Certified Public Accountant (CPA) and a member of the AICPA. She oversees operations at Ledger Labs, ensuring accurate, compliant financials for hundreds of clients. With experience in both public and private accounting, she builds scalable systems that support fast-growing ecommerce businesses.
Operations Manager
Accountant
Matt brings 7+ years of accounting experience across ecommerce, SaaS, and technology. He specializes in financial reporting, month-end close management, and ERP implementations (including NetSuite transitions). Matt ensures our clients get accurate, timely financials they can rely on for growth decisions.
Accountant
A full-time CFO costs between $200,000–$400,000 a year in salary alone, before benefits, bonuses, and office overhead. Here's what you're actually getting when you choose Ledger Labs instead.
| Feature | Ledger Labs | Most CFO Firms |
|---|---|---|
| Financial Modeling | Living models built around your actual growth levers | Rigid templates that break when assumptions shift |
| Cash Flow Planning | We help decide where cash should go, and when | Historical reports with no input on future allocation |
| Board & Investor Prep | Sharp, credible decks that hold up under tough questions | Basic financials that leave founders exposed under scrutiny |
| Financial Steering | Senior CFO meets with you weekly, steers decisions in real-time | Monthly check-ins, after mistakes have already happened |
| Budget Accountability | Hiring plans, marketing spend, and ops budgets tied to strategy | No structured accountability, just chaotic "we'll see" budgeting |
| Fundraising Support | In the data room with you, anticipating every investor question | Light-touch support that disappears when diligence gets heavy |
| Exit & M&A Readiness | Financials and narrative built to survive acquisition scrutiny | Last-minute scrambles and inconsistent records that kill deals |
| Integrated Systems | Ops, accounting, and data tools connected and running lean | Disconnected systems requiring manual work and reconciliations |
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We were weeks from a raise, and our numbers were a mess. Ledger Labs rebuilt our model, cleaned up the financials, and walked us into the room investor-ready. We closed the round, and the diligence questions we used to dread barely came up.
Jordan Feldman Co-Founder & CEO