Who we are
Operating as a true partner, we tell the truth about your numbers and help you dream up a sustainable strategy so you can confidently move on your goals. With over 30 years of expertise, and direct experience as owners of a small business, our team knows what it takes to get a business off the ground and soaring high. We have been involved from startup to exit and possess accounting and reporting expertise appropriate for all stages of a company’s life cycle. We run with the numbers so you can run with your dream, and we take as much pride in your success as we do our own.
What we do
Bookkeeping is a universal pain point for spirited entrepreneurs pursuing their dreams. Have you just cast your vision? Are you trying to stabilize your business or do you want to scale to the next level? We take the painful guesswork out of the process with a full suite of financial support services. At Pen & Ledger, we provide solid financial strategies that map a clear and defined pathway toward your goals. We help implement every aspect of that strategy so you can thrive as the leader and visionary of it all.
Accounting
& Tax
Financial
Reporting
Consulting
Who we serve
Growth-minded visionaries of small to medium-size businesses who have goals and desires to do great things. We work best with individuals who are looking for the experience to be both a process and a partnership. Have you been keeping the books yourself and feel you are at a stage where it is holding you back from excelling at your true gifts and talents? Has the financial complexity of your business surpassed your capabilities as one human wearing so many hats? Has your business volume outgrown your record keeping acumen? We serve businesses who need fractional assistance at the transaction processing, accounting controllership and chief financial officer levels.
Some of the people we work with
Let us run with the numbers so you can run with your dream! Find out what our clients are saying.
“The team at Pen & Ledger is part of our Frothy Monkey family. Yes, P&L ensures a strong foundation of financial reporting and compliance, but the value lies in their passion for planning, operational efficiency, strategy, and problem-solving. To say that our company would not be the same without the involvement of P&L would be an understatement.”
Managing Partner, Frothy Monkey
“The entire Pen & Ledger Finance team has been a huge asset to our small team. The seamless processes we have put in place have created fewer touchpoints while maximizing outputs. The team has been patient with us through multiple internal system transitions and a vital partner during the pandemic.”
Vice President of Operations & Brand, Goo Goo Cluster
“If you want financial peace of mind and a strategic financial partner who will help you navigate growing and scaling your business, Pen & Ledger is it. From handling our books, payroll, forecasting and HR, Pen & Ledger has allowed our team to do what we do best and crush our financial goals in the process.”
CEO/Founder, The New Fashioned Co
“The P&L team has transformed my business, allowing me to grow and expand in ways that I never imagined were possible. When folks ask me what the secret to The Callaway's longevity has been, I always give props to P&L. Sometimes friends tell me they can't afford to invest in their help; my line is that they can't afford not to. A game changer.”
Founder & CEO, The Callaway
“P&L has been mission critical in the development and growth of my business. Their structure, support, and strategy gives me the freedom to be the most effective and efficient with my time.”
