Epicor ERP Review 2025: Pros, Cons, Features, and More
If you’re looking for robust ERP software that supports business…
Every deal shapes your future. We handle diligence, valuations, and structuring while aligning your books with investor expectations.
Ledger Labs brings clarity to complex transactions and consultative accounting that supports smarter, safer business decisions.
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Happy Clients
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Strong Team
We dig into financials before you sign. Risks, hidden liabilities, and cash flow gaps are surfaced early, giving you confidence in every acquisition, merger, or divestment.
Our team builds defensible valuations using clean data and industry benchmarks, ensuring you negotiate from strength and avoid inflated purchase prices.
We design tax-efficient structures that align with both U.S. regulations and investor expectations, preventing costly rework after closing.
After the deal, we align accounting systems, workflows, and controls so the combined business produces reliable financials from day one.
We model future cash needs, debt service, and working capital, giving leaders clarity before making commitments.
Financial statements are prepared to withstand lender, regulator, or investor review, reducing friction during capital raises or exits.
Our consultative approach means we don’t just record transactions; we explain their impact, guide decisions, and build stronger processes for the long term.
All work is supervised by CPAs experienced in complex deals. Questions get same-day answers, and reports are delivered audit-ready.
Transactions move fast, and many U.S. businesses walk into them without the right financial groundwork.
Over the past decade, we’ve been called in to fix deal models that didn’t tie to cash flow, valuations built on inconsistent data, and post-deal integrations that left management with numbers no one trusted. We’ve also corrected reporting gaps that delayed financing rounds, untangled messy intercompany accounts, and rebuilt controls after mergers that blurred responsibilities.
Our role has always been to clean up these problems, prevent them from repeating, and give leadership reliable financial clarity during critical moments.
Every major deal (be it raising capital, acquiring, or selling) comes with risks hidden in the numbers. Working with transaction and consultative accounting experts means you see those risks before they derail negotiations.
It ensures valuations are accurate, cash flow models tie back to reality, and post-deal integration doesn’t leave you with broken systems or unreliable reports. Beyond compliance, you get financial clarity during critical moments, making it easier to negotiate with investors, secure financing, and present audit-ready numbers.
Instead of reacting after the fact, you move forward with confidence, backed by CPAs who know how to prepare companies for scrutiny and growth.
We prepare your financials to withstand investor, lender, and auditor review. Valuations are based on verified data, models reconcile to cash flow, and diligence packages answer tough questions before they’re even asked, accelerating negotiations and protecting your position.
Our team aligns accounting systems, controls, and reporting after a transaction. Intercompany balances reconcile, processes are documented, and leadership sees clean numbers from day one - thus avoiding the chaos that often follows mergers or acquisitions.
Every engagement is led by CPAs with transaction experience. You don’t just get numbers; you get practical advice on structuring, risk management, and reporting.
Transactions aren’t routine. They’re turning points. Whether you’re raising capital, selling part of the business, or merging with another company, the numbers you present will decide the outcome.
The challenge is that most in-house accounting teams aren’t built for this kind of pressure. Day-to-day bookkeeping and compliance are one thing; building defensible valuations, investor-ready reports, and post-deal integration plans is another.
Outsourcing your transaction and consultative accounting services to a specialist team like Ledger Labs solves this gap. Instead of stretching existing staff or hiring multiple high-cost roles, you tap into CPAs who live and breathe transaction work.
We bring experience from dozens of deals across industries, so we know what investors, auditors, and regulators will ask – and prepare the answers before the questions land.
Deals move quickly, and errors are expensive. Outsourced experts reconcile every figure to cash flow, eliminate inconsistencies in financial models, and prepare due diligence packages that withstand scrutiny. This speeds up negotiations, reduces back-and-forth, and increases the chance of closing on favorable terms.
Building an in-house deal team means hiring controllers, tax specialists, and technical accountants—often for work that only spikes during transactions. Outsourcing gives you that firepower only when you need it, at a predictable monthly or project-based cost. You get senior expertise without long-term payroll overhead.
Common pitfalls like overstated valuations, unreconciled intercompany accounts, or late filings can sink investor confidence or even collapse a deal. Outsourced specialists maintain compliance calendars, align reporting standards, and document every adjustment. When regulators, lenders, or investors review your books are clean and defensible.
Consultative accounting doesn’t end when the deal closes. An outsourced team helps integrate new entities, align reporting across departments, and build financial models that guide future decisions. This continuous support ensures the company isn’t just “deal-ready” but also positioned for growth after the transaction.
Outsourcing gives you accuracy under pressure, experienced guidance, lower cost than building in-house, and financial clarity that builds trust with every stakeholder. When the stakes are high, it’s the safest way to protect value.
Feature | Ledger Labs’ Transaction & Consultative Accounting Services | Other Services |
---|---|---|
Deal Diligence | We review financials, surface risks, and deliver clean diligence packs investors and lenders trust—reducing back-and-forth and speeding up negotiations. | Basic checks miss hidden liabilities; diligence packages fail scrutiny and stall deals. |
Accurate Valuations | Valuations built on verified data and benchmarks so you negotiate from strength, not inflated or outdated numbers. | Valuations based on inconsistent data; buyers and investors challenge assumptions. |
Transaction Structuring | We design tax-efficient, compliant structures that align with U.S. rules and investor expectations, avoiding costly rework after closing. | Generic structures overlook tax impact; amendments needed post-deal. |
Post-Deal Integration | We align ledgers, systems, and controls after acquisitions or mergers, producing reliable reports from day one. | Systems remain disconnected; intercompany balances and reporting never reconcile. |
Cash Flow Modeling | Detailed models project debt service, working capital, and growth spend—giving leaders clarity before making commitments. | Models disconnected from reality; surprises hit liquidity post-deal. |
Investor-Ready Reporting | Statements built to meet lender, regulator, and investor standards—audit-ready and consistent across entities. | Reports rejected for errors; additional revisions delay financing or exits. |
CPA-Led Oversight | Experienced CPAs oversee every transaction, provide same-day responses, and support audits with documentation and explanations. | Junior staff with limited context; responses delayed; weak support during audits. |
Flat Monthly or Project Pricing | Predictable fees cover diligence, valuations, integration, and advisory—no hidden hourly surprises. | Hourly billing inflates quickly; founders ration support to control cost. |
Find out what our customers are saying about our products.
Since working with Ledger labs, our bookkeeping and Controller processes have been streamlined. The routine accounting tasks are managed on a predictable schedule, and checklists are used to ensure that all required documents are processed within the proper deadlines. We have improved the accuracy and timeliness of our financial statements and other crucial
Patrik Nichols CFOWe have a unique business, and almost all the accounting firms we have engaged so far have been unable to get a hold of our business. But Ledger Labs really took the bull by its horn. They understood our business better than us & created a very customized process & systems to streamline our accounting department. We now have detailed step-by-step process documentation, checklists & schedule of reports.
Amanda Fludd CEOLedger Labs found $18K in missed deductions that our old accountant completely missed—same books, same receipts, totally different results. That’s when I knew we were finally working with pros. Since then, they’ve helped us restructure expenses and make tax planning part of the daily flow, not just something we scramble on last minute.
Michael Smith CFOGary—yes, the founder—took the time to really understand our business and where we were struggling. Within a few weeks, our books were clean, our cash flow was clear, and we were spending way less time managing it all. You can tell he genuinely cares, and that energy runs through the whole team
Nicole Allen Founder & CEOOur multidimensional experience and wide exposure have been channelized beautifully in these articles!
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My main problem always has been to know my accurate profits & this is precisely what Ledger Labs helped me with. They went through my entire supply chain costs, my monthly operational expenses, and COGS and got me the correct costing of my goods and the cost of running the business. Now I know how much I need to sell & at what price I should sell it to be profitable.
Ariel Robinson CEO & Founder