Accounting That Brings Structure and Clarity to Your Firm
Accurate, consistent accounting delivered every month — built around how your firm actually operates. Ledgrix handles your full accounting cycle with automation and CPA oversight, giving you clean financials, dependable close cycles, and clarity you can use to make decisions confidently.
What We Handle
Your accounting shouldn’t be a black box. We give you a structured, reliable system that keeps your financials clear, compliant, and always up to date.
Core Accounting
- Monthly P&L
- Balance sheet
- Cash flow statements
- Accruals & adjustments
- Journal entries
- Retainer & revenue alignment
- Month-end close
- Expense grouping & categorization
Complexity Handling
- Multi-provider or multi-location accounting
- Multi-entity consolidation
- Intercompany reconciliation
- Revenue mapping for projects & engagements
Documentation & Compliance
- Audit-ready documentation
- Supporting schedules
- Ties directly into Tax Services for filings and planning
Integration With Your Finance System
- Works seamlessly with Bookkeeping
- Syncs with Payroll & People Operations
- Feeds into FinOps for forecasting
Why Clear Accounting Matters
Clarity in your accounting changes how your entire firm operates.
Accurate Numbers Better Decisions
Plan hiring, pricing, capacity, and investments with confidence.
Consistent Close Fewer Surprises
No month-end delays. No scrambling. No guesswork.
Documented Systems Lower Risk
Every adjustment and reconciliation is backed by a clean paper trail.
Aligned Reporting Real Insight
Reports structured specifically for service firms: retainers, projects, and multi-provider workflows.
Accounting becomes a tool not a chore.
How Our Accounting Process Works
Deep Financial Review
We evaluate your existing books, reporting structure, and month-end process. You receive a clear diagnostic of gaps and improvement areas.
Accounting System Setup
We update:
- Chart of accounts
- Revenue and expense mapping
- Reporting formats
- Month-end structure
- Documentation system
All customized to your firm.
Monthly Close & CPA Review
We manage reconciliations, adjustments, statements, and compliance checks. Our CPA team verifies accuracy and structure before reports are shared.
Monthly Reports & Insights
You receive clean monthly financials along with a summary explaining what changed, what improved, and what needs attention.
This is accounting you actually understand and can use.
What You Get Every Month
Complete Accounting Package
Cash Flow Tracking
Know exactly how money is moving week by week.
Revenue & Retainer Alignment
Clear visibility into project and retainer flows.
Audit-Ready Documentation
Everything tied together and stored cleanly.
Insights You Can Act On
A clean summary of monthly changes and trends.
Who We Support
- Consulting & advisory firms
- Legal & compliance practices
- Creative & digital agencies
- Healthcare groups
- Technology & IT service
- Nonprofits & foundations
- Multi-entity and multi-location organizations
A Connected Finance System
Your accounting works best when it’s linked to the core parts of your financial operations — not managed in isolation.
Bookkeeping
Clean daily activity, accurate categorization, and reconciled books that feed directly into your accounting.
Tax Services
Quarterly planning, compliance, documentation, and preparation for filings.
Payroll & People Operations
Payroll, contractor payments, onboarding, and multi-state compliance tied back to month-end accounting.
Together, these create a unified finance system that’s consistent, compliant, and easy to manage — without juggling multiple vendors.
FAQs
Do you support accrual accounting?
Yes. accrual is our default for service firms.
How long does onboarding take?
Most firms are fully set up within 2–3 weeks.
Your team only handles access and initial documentation.
Will accounting sync with bookkeeping?
Yes. We manage both together so numbers always match.
Do you prepare tax filings?
Yes, through Tax Services — or we coordinate with your tax firm.
Can you support multiple entities or states?
Absolutely. We handle consolidation, segmentation, and multi-state workflows.
Get Accounting That Helps Your Firm Move Forward
Reliable statements. A predictable close cycle. Clear financial visibility.
Ledgrix brings structure to your accounting so your firm can scale with confidence.