Our Services
Accounting and Tax
Timely and Accurate Insights
Meaningful, well-organized financial records ensure that your business operations will run more efficiently. We provide weekly updates on key movements and monthly financial statement packages so you’re in the know and can respond proactively to changes in your business.
- General Ledger and financial statement preparation
- Bookkeeping (Weekly, Monthly, Annual)
- Accounts Payable / Accounts Receivable
- Bank & Balance Sheet Reconciliations
- Purchasing
- Payroll Processing
- Business, Sales, Personalty, Tax Filings
- Federal and State Tax Return Prep
- 1099s
- Annual Reports
- Historical Financial Systems Clean Up
Financial Reporting
Optimize your planning processes
Improve your peace of mind with tools that allow you to check the overall health of your business. We optimize your planning processes, provide real-time financial reporting and improve overall decision making. We look back AND forward to provide you with the full picture.
- Budget Preparation
- Budget to Actual Reporting
- Cash Flow Forecasting & Management
- Profit by Product / Customer / Division / Analysis
- Compensation and Commission Modeling and Reporting
- Ad Hoc Scenario Based Financial Analysis
- KPIs
- Valuation reporting
- Lender / Debt Covenant Reporting Requirements
- Analytics for Insurance Renewals and Audits
Consulting
Practical and technical solutions
We identify areas which are negatively impacting your profitability or growth and devise practical and technically sound solutions. We provide our services a la carte or offer workflow solutions that create efficiency, enabling your team to do more with less.
- Creation of Standard Operating Procedures
- Accounting System Selection & Implementation
- HR Support Systems Administration
- Facilitation of Audits and Reviews
- Employee Benefits selection and Implementation
- Front of House Systems Integrations
- Entity Setups Business Financing
- Grant facilitation and follow up
- Quickbooks Consulting & Support
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.”
