Work with us. Let’s hear about you ...
We are for you if any of the below statements resonate with you.
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You are running your business on instinct and want a trusted advisor to back-up your gut with numbers.
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You are all about ensuring your accounting and information flow are accurate and wrought with utmost integrity for all parties relying on the information.
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You want an entrepreneurial-minded financial team to walk alongside your growing company, and are willing to participate in the efforts required to make the partnership work.
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You are feeling as if there are opportunities for efficiencies in your operational and financial systems and processes but do not know how and/or have the time to address.
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You are tired of receiving financials you have no idea what to do with.
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You are at a stage where a minimum fee of $2,000 per month is sustainable AND makes sense for the size of your business.
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You want to build a team + benefits and do not know where to start.
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You want a transparent / tough love environment where you can ensure the messaging will state the facts. We are not “YES” people. We are also not “NO” people. We are a “let’s figure it out” people.
Our Values
Do the right thing
We demand integrity, honesty, and the highest
level of ethical and fiscal responsibility
Do what matters well
We approach each challenge, big or small,
with a hungry can-do attitude
Evolve and adapt
Smart people know they can always get better.
We course-correct
Support each other
We’re a team. We show up, act with empathy,
and bring our authentic selves
“We view our clients as partners and take as much pride in your success as we do our own. We are dedicated to helping you achieve your mission and vision.”
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.”
