We help small business owners understand where their money is going, identify hidden cost issues, and create a clear plan to improve margins.
Book a CallClear numbers.
Practical insights.
Stronger margins.
Three steps, in order: find the problems, fix them with a system, and keep your numbers working every month. Most clients start with the Audit — it credits in full toward the Clarity System.
A diagnostic review of your last six months of financials. Know exactly where your money is going — in about two weeks.
Your complete financial operating system — built on your real numbers, installed, and running. Or 3 payments of $1,250.
Your numbers, watched every month. Available exclusively to Clarity System graduates. Cancel anytime.
Not sure where to start? Send a quick inquiry and we'll point you to the right step.
Many business owners have access to QuickBooks and financial reports — but still lack a clear view of what the numbers actually mean. Revenue may be strong, but margins may be tightening. Expenses may be rising without a clear reason.
Without clear financial visibility, it's difficult to scale, invest, or operate with confidence.
LedgePoint Advisory reviews your financial data, organizes it into a clear dashboard, and analyzes the key areas that affect profitability — expenses, margins, vendors, labor, and cash flow.
We review your last six months of financials and hand you a written report: where your money is going, your top profit leaks, and a prioritized 90-day roadmap.
Over 90 days we build your financial operating system on your real numbers, train you to run it, and work the roadmap together across three monthly reviews.
Graduates keep the system alive with a monthly update, a one-page insights memo, and a review call — so your numbers stay current and nothing slips.
Most owners begin with the Audit, but you don't have to. Tell us where you are and we'll point you to the right step — no pressure to take all three.
LedgePoint Advisory was built to help small business owners gain financial clarity and make better decisions with their numbers.
Most owners have the reports. What they don't have is someone to tell them what the reports actually mean for the next decision — whether they can afford a hire, why margin slipped last quarter, which costs quietly grew. LedgePoint closes that gap, turning financial data into a clear picture and a plan you can act on.
Every engagement is built around your business — your structure, your goals, your current books, messy or clean. The work isn't more spreadsheets. It's clarity: seeing where money is slipping away, and knowing what to do about it.
LedgePoint was founded by Sobhan, who comes from a background in capital markets and fixed-income trading — a world where decisions are made on precise reading of the numbers and nothing else. That same discipline is what most small businesses are missing: not more data, but a sharp, honest read of what the data is telling them. LedgePoint brings institutional-grade financial rigor to businesses that have never had access to it.
If you want better visibility, stronger financial control, and more confidence in your decisions — let's talk.
Tell us about your business and what you want more clarity on. We'll follow up to discuss the right next step.
A complete one-time financial review designed to show you exactly where your business stands, where money may be leaking, and what actions will improve your profit.
Most business owners are sitting on financial data they don't fully understand. QuickBooks has the numbers. The bank statements have the transactions. But without a clear analysis, it's difficult to know what's actually driving profitability — or hurting it.
The Clarity Audit takes all of that data, organizes it, and turns it into a clear picture of your business finances. You'll know exactly where your money is going, what's costing you more than it should, and what changes will have the greatest impact on your bottom line.
We analyze how your revenue has moved month over month, identify patterns, and flag anything that may be affecting top-line performance.
Every expense category is reviewed for trends, anomalies, and opportunities. We flag costs that have grown without explanation.
We calculate gross and net margins across your reporting period and identify where margin compression is occurring.
Supplier pricing, recurring software costs, and service contracts are reviewed for unnecessary spend and renegotiation opportunities.
Payroll, overtime, contractor costs, and staffing ratios are analyzed relative to revenue and industry benchmarks.
We map how money is moving in and out of your business and identify where cash flow pressure may be building.
Every Clarity Audit produces a concrete set of deliverables you can act on immediately — not a report you'll read once and file away.
A 5–7 page written analysis of your cash flow patterns, margins, and the issues holding profit back — in plain language, specific to your business.
A clear summary of where money is being lost, which costs are too high, and where margins are under pressure.
A prioritized list of cost reduction and margin improvement opportunities with estimated dollar impact for each.
A practical, step-by-step roadmap showing exactly what to address first and what to monitor going forward.
A dedicated walkthrough of every finding, recommendation, and next step — so nothing is left unclear.
An assessment of whether your current pricing supports profitability and where adjustments may be warranted.
The Clarity Audit is designed to be straightforward on your end. We handle the analysis — you just need to share the data.
We start with a short call to understand your business, what you're dealing with financially, and what you want more clarity on. This helps us tailor the audit to what matters most for your situation.
You provide access to your Profit & Loss statements, balance sheet, general ledger, or QuickBooks exports for the past 6–12 months. Bank statements and vendor lists are also helpful but not required.
We organize your financial data into a clean, readable picture of revenue, expenses, margins, and cash flow — the foundation for the full analysis. Messy books are fine; that's part of the job.
We dig into every area of your financials — expenses, margins, vendors, labor, subscriptions, pricing, and cash flow — looking for where money is going and where it shouldn't be.
You receive your Clarity Report, savings opportunity tracker, and prioritized 90-day roadmap. We then walk through everything together on a 45-minute findings call.
If you continue within 30 days, your full $750 credits toward the Clarity System — where we build your complete financial operating system and work the roadmap with you over 90 days.
A complete financial operating system for your business — custom dashboard, cash flow engine, and structured monthly reviews — built on your real numbers and installed in 90 days.
The Clarity Audit tells you where the problems are. The Clarity System fixes them — by giving your business something most small businesses never have: a financial operating system you actually use.
Over 90 days, we build your complete tracking system, load it with your real data, teach you to run it, and then run three monthly review cycles with you so the habit sticks. By day 90, your numbers live in one place and you know how to read them.
Every dollar in and out of your business, categorized and mapped — so you always know what's coming, what's going, and what's left.
A clean month-by-month view of revenue, expenses, and margin — the page you open first to see how the business is actually doing.
Your key numbers at a glance: cash position, margin trend, top expenses, and progress against your roadmap.
Decisions, observations, and action items logged in one place — so context never gets lost between months.
A live 1-hour training on your system, recorded so you (or anyone on your team) can rewatch it anytime.
Three structured monthly calls where we close the month together, read the numbers, and set the actions for the month ahead.
The Clarity System is not a report or a consultation. It's working infrastructure your business keeps — plus the habit of using it.
Cash Flow Engine, Monthly Summary, Dashboard, and Insights — built around how your business actually operates, and yours to keep.
We populate the system with your actual financials, so it's useful on day one — not a blank template you have to figure out.
Specific recommendations from your data — costs to cut, vendors to renegotiate, and whether your pricing supports the margins you want.
A walkthrough of your system you can rewatch or hand to a bookkeeper, partner, or team member at any time.
Three review cycles done with us — so closing the month and reading your numbers becomes a habit, not a one-time event.
A before-and-after measure of your cash visibility, margins, and leaks closed — proof of what changed in 90 days.
The program is structured so the heavy lifting happens on our side. Your job is to share data, show up to four calls, and use the system in between.
If you've already done the Clarity Audit, your $750 credits in full and we start from your roadmap. If not, the audit happens here — included in the program.
Weeks 1–3: we build your Cash Flow Engine, Monthly Summary, Dashboard, and Insights tabs, configured to your business and loaded with your real financial data.
A live 1-hour session where we walk through your system together — recorded, so you can revisit it or share it with your team.
We close your first month together on a 60-minute call: read the numbers, apply the expense and pricing recommendations, and set actions.
Two more monthly review cycles. Each month you run more of it yourself — with email support between calls whenever questions come up.
You receive your Clarity Scorecard showing what changed. From there, graduates can keep the rhythm going with Profit Monitor at $450/month — entirely optional.
Ongoing monthly financial support to keep your business on track. After the Clarity System, Profit Monitor keeps your dashboard current, your margins watched, and your financial plan active — month after month.
The Clarity System gives you a complete financial operating system. Profit Monitor keeps it alive every single month.
Business finances change constantly. Expenses shift, vendor pricing increases, margins tighten, labor costs move, and cash flow fluctuates. Without ongoing visibility, small issues can quietly compound into larger problems.
Profit Monitor is designed for business owners who want a financial partner in their corner every month — someone who keeps an eye on the numbers, flags issues early, and helps you stay aligned with your financial goals.
Your financial dashboard is refreshed every month with current data so you always have an accurate, up-to-date view of your business performance.
We track every major expense category month over month, flagging increases, new costs, and any trends that may be affecting your margins.
Monthly cash flow is reviewed so you always understand how money is moving through your business and where pressure may be building.
We revisit the recommendations from your Clarity System each month, tracking what has been implemented and what impact it's having.
As your business evolves, new cost reduction and margin improvement opportunities emerge. We surface them every month before they become missed opportunities.
A dedicated monthly call to walk through the latest numbers, discuss findings, answer questions, and align on financial priorities for the month ahead.
Profit Monitor is the right fit if any of these sound familiar.
You don't want to wait until year-end to understand how your business is performing financially.
You've identified the issues and want to stay accountable to the action plan with monthly support.
Staffing, vendors, pricing, and expenses shift regularly and you want someone tracking it all.
You're planning to hire, expand, or invest and want a clear financial foundation before making big decisions.
You want someone in your corner who knows your numbers and can help you think through financial decisions.
Margin improvement isn't a one-time fix. Profit Monitor keeps the pressure on every month so progress compounds.
Profit Monitor is designed to be low-effort on your end. Each month follows a simple, consistent process.
At the start of each month, you share your latest financial exports — P&L, expenses, and any other relevant reports. This typically takes less than 10 minutes on your end.
Your financial dashboard is refreshed with the latest data so everything is current, accurate, and ready for review.
We analyze the month's numbers — expenses, margins, vendors, labor, subscriptions, and cash flow — comparing against prior months and your financial targets.
You receive your updated dashboard and a summary of findings. We then connect on a monthly strategy call to walk through the numbers and align on priorities for the month ahead.