Scope, In Writing
What's Included — And What's Not
Boutique by choice. Here's precisely what your engagement covers and what we intentionally leave to your CPA, payroll provider, and wealth advisors — so nothing falls through the cracks and no one steps on anyone's toes.
What We Do
Bookkeeping & monthly close
Categorized transactions, reconciled accounts, and a clean close every month on a documented calendar.
Financial reporting package
P&L, balance sheet, and cash flow with plain-English variance commentary you can actually act on.
Controller oversight & QC
Senior review on every reporting package before it reaches you — no unchecked bookkeeper output.
Fractional CFO advisory
Forecasting, cash-flow modeling, and decision support scaled to your tier and stage.
Multi-entity consolidation
Clean books and combined reporting across operating companies, holdings, and family entities.
Advisor coordination
We work directly with your CPA, attorney, and wealth manager so you stop being the messenger.
What We Don't
Tax preparation or filing
Your CPA files your returns. We hand them clean, reconciled books so it's faster and cheaper.
Payroll processing
We record and reconcile payroll, but your payroll provider runs it.
Bill pay / accounts payable execution
We track and report AP; we don't move money on your behalf.
Audits or attest / assurance services
The Aligned Ledger is not a CPA firm and does not provide attest or assurance work.
The Aligned Ledger is not a CPA firm.
Not sure which tier fits?
The Financial Alignment Call is free and ends with a clear recommendation — including exactly what your scope would cover.