Know what is missing.
Open requests, missing statements, approval needs, and cleanup items are visible before they slow down the close.
Clean books, clear reports, and finance answers.
Ledger Summit gives growing companies CPA-reviewed bookkeeping, month-end close support, financial reports, and a simple portal for tasks, documents, dashboards, and questions.
See what's included →
What we handle
Accounting support that keeps the books clean and the business moving.
Start with the work you need most: cleanup, monthly bookkeeping, close, reporting, CFO support, or workflow automation.
Books
Monthly bookkeeping
Transactions, classifications, reconciliations, review notes, and monthly bookkeeping support.
Clean books every month View accounting services → CloseMonth-end close
Close checklists, accrual support, reconciliations, approvals, and reporting packages.
Reviewed close process View close support → ReportsFinancial reporting
P&L, balance sheet, cash view, KPI dashboard, and owner-ready summaries.
Answers not raw exports View finance services → CFOFinance guidance
Budgeting, cash planning, margin review, cost analysis, and decision support.
Operator-ready guidance View CFO support → CleanupCatch-up bookkeeping
Prior-month cleanup, missing document lists, reconciliations, and a clean starting point.
Backlog under control Ask about cleanup → AutomationWorkflow automation
Repeatable tasks, approvals, evidence trails, and reporting workflows on your current stack.
Less manual follow-up View automation services →
What changes
Your books stop living across inboxes, spreadsheets, and status calls.
Ledger Summit organizes the recurring accounting work, the review trail, and the answers leaders need to make decisions.
Get reports you can actually use.
Monthly financials, cash views, KPI snapshots, and variance notes are tied to reviewed accounting activity.
Keep support attached to the work.
Statements, invoices, payroll files, approvals, exception notes, and reconciliation support stay organized by workflow.
Ask better finance questions.
Bookkeeping support connects to cash planning, margin review, cost control, and CFO-style decision support.
Client workspace
One place for tasks, documents, reports, and finance questions.
The portal is how the service runs: requests, files, close status, reporting, and answers stay connected to the same accounting workflow.
Communication
Questions with context
Ask about books, reports, cash, margins, or cleanup items without starting a new email thread.
Documents
Requests in one queue
See what we need from you, upload documents, and track what is already complete.
Reports
Reports when ready
Access monthly close packs, dashboards, reconciliation summaries, and cash views from one place.
Evidence
Review trail included
Approvals, support, review notes, and close history stay connected to each workflow.
Service paths
Start with the right
Start with the right
accounting support.
Scope depends on transaction volume, entity count, cleanup status, reporting needs, and how much finance support your team wants beyond the books.
01
Clean Books
Monthly bookkeeping
For companies that need reliable books, reconciliations, and a clean monthly accounting rhythm.
- Transaction coding and review
- Bank and credit card reconciliations
- Missing document follow-up
02
Close & Reports
Month-end visibility
For teams that need monthly close support, reports, dashboards, and review notes they can trust.
- Close checklist and status
- Financial statements and KPI views
- Variance and exception notes
03
Finance Partner
CFO-style support
For companies that need clean books plus cash planning, budget support, and strategic finance answers.
- Cash forecast and budget support
- Margin and cost analysis
- Decision-ready finance guidance
How it works
From messy handoffs to a monthly accounting rhythm.
We start by understanding the current books, then set up the portal, clean up what is needed, and operate the recurring workflow.
-
Step 1
Review
We look at your books, systems, reports, close process, document flow, and current pain points.
- Current-state assessment
- Cleanup and reporting gaps
- Recommended starting scope
-
Step 2
Set up
We create the portal workspace, request list, close calendar, reporting structure, and owner handoffs.
- Portal workspace
- Document request queue
- Close and reporting cadence
-
Step 3
Clean up
We handle catch-up work, reconciliations, missing support, classification cleanup, and open accounting questions.
- Prior-month cleanup
- Reconciliation support
- Clean starting point
-
Step 4
Operate
Monthly bookkeeping, close, reports, and finance questions run through one organized workflow.
- Monthly books and reports
- Close status and review notes
- Ongoing finance support
Client Results
Cleaner books. Faster close. Better finance answers.
Homepage proof stays focused on the outcomes accounting buyers care about: speed, visibility, accuracy, and less owner involvement.
"
★★★★★
Month-end prep is about 50% faster, and the team knows what is missing before close week.
50% faster month-end
Melissa T.
Controller, multi-entity SMB
"
★★★★★
Cash forecasting became a reliable view instead of a spreadsheet rebuilt from scratch every month.
Real-time cash flow
Doug M.
CFO
Why Ledger Summit
Accounting support with visibility built in.
Accounting reviewed
Bookkeeping, close, and reports are reviewed with accounting context, not treated like raw data entry.
Your systems stay
QuickBooks, Xero, NetSuite, or Sage remains your ledger while Ledger Summit organizes the work around it.
Advice included
You can ask finance questions about cash, margins, cost changes, and reporting instead of just receiving exports.
Scale the scope
Start with cleanup or monthly books, then add close support, reporting, automation, or CFO guidance as needed.
Common Questions
FAQ
Fast answers for teams evaluating outsourced accounting support with a portal-led operating model.
Both models can work. Ledger Summit can handle monthly bookkeeping directly, support an internal finance team, or step in for cleanup, close, reporting, and CFO-style finance support.
Yes. We can start with catch-up bookkeeping, reconciliations, missing document lists, classification cleanup, and open issue review before moving into monthly support.
No. Ledger Summit works on top of QuickBooks, Xero, NetSuite, Sage, and supporting payroll, AP, and reporting tools.
A review of your current bookkeeping, close, reporting, systems, cleanup needs, and recommended starting scope. You will know whether to start with cleanup, monthly books, reporting, or CFO support.
Ledger Summit focuses on clean accounting records, reporting, documentation, and tax-ready books. If tax filing is needed, we can coordinate records and support with your tax preparer or CPA.
Yes. Many teams start with bookkeeping or cleanup, then add cash planning, budgeting, margin analysis, KPI reporting, or finance decision support once the books are reliable.
Ready to get your books, reports, and finance tasks organized?
Book a free review. We will look at your current workflow and recommend the cleanest starting point for cleanup, monthly books, close, reporting, or CFO support.
Book a free review