LedgerSpring

Your Business Has Grown. Can You Still Trust Your Financial Information?

LedgerSpring helps founder-led service businesses find and fix the weaknesses behind unreliable reporting, slow closes, unclear financial processes, and limited visibility.

Start with a two-week Finance Operations Reset and receive a clear, prioritized plan for strengthening your finance operation.

When Growth Outpaces Finance

Bookkeeping May Be Getting Done, but the Finance Operation Still Is Not Working

As a service business grows, financial work becomes more complex. More transactions, people, decisions, and responsibilities expose weaknesses that basic bookkeeping cannot solve.

YOU MAY BE DEALING WITH

Reports that arrive too late to guide decisions
Numbers you do not fully trust
A monthly close that depends on memory and follow-up
Limited visibility into cash and business performance
Unclear ownership of financial responsibilities
Manual work and disconnected processes
Weak approvals or inconsistent controls
A finance function that reacts instead of helping you plan
You do not need another generic report. You need to understand what is breaking down, what matters most, and what to fix first.

The Finance Operations Reset

Find the Weaknesses. Prioritize the Fixes. Move Forward with Clarity.

The Finance Operations Reset is a focused, two-week review of the financial processes, reporting, controls, and responsibilities behind your business.

FINANCIAL DATA RELIABILITY: Review whether your financial information is complete, consistent, and reliable enough to support business decisions.
MONTHLY CLOSE: Identify delays, missing steps, unclear responsibilities, and recurring problems in the close process.
MANAGEMENT REPORTING: Evaluate whether your reports provide the information you need to understand performance and make timely decisions.
CASH VISIBILITY: Assess how clearly you can see cash position, near-term needs, and financial commitments.
ROLES AND CONTROLS: Review responsibilities, approvals, oversight, and basic controls that protect the business as the team grows.
WORKFLOW AND MANUAL WORK: Identify inefficient handoffs, repetitive tasks, and process gaps that waste time or create avoidable errors.

What You Receive

A Practical Plan,
Not a Theoretical Assessment

OWNER DISCOVERY SESSION: A focused conversation about your business, current finance operation, recurring problems, and decision-making needs.
FINANCE OPERATIONS REVIEW A structured review of your QuickBooks Online environment, reporting, monthly close, workflows, responsibilities, and key controls.
FINDINGS REPORT A concise explanation of the most important weaknesses, risks, and improvement opportunities identified during the review.
90-MINUTE REVIEW MEETING: A working session to discuss the findings, answer questions, and separate urgent issues from lower-priority improvements.
PRIOTIZED 30-DAY ACTION PLAN: A practical sequence of recommended actions, including what to address first, who should own each action, and what can wait.

Note:
If further support makes sense, LedgerSpring may recommend a separate implementation or ongoing controller engagement. You will not receive pressure to purchase additional services.

How It Works

From Initial Conversation to Action Plan in Two Weeks

Step 1

Confirm the Fit

Book a 20-minute call to discuss your business, current concerns, and whether the Finance Operations Reset fits your situation.

Step 2

Complete the Review

LedgerSpring gathers relevant information, meets with the owner, and reviews the agreed financial processes and materials.

Step 3

Receive Your Findings

You receive the findings report and participate in a 90-minute review meeting.

Step 4

Start the 30-Day Plan

You leave with clear priorities and a practical plan for improving the finance operation.

Engagement Pricing

Finance Operations Reset

$1,000

Fixed price for the complete two-week engagement.

Owner discovery session
Review of six finance operations areas
Concise findings report
90-minute findings review
Prioritized 30-day action plan

Book a Discovery Call

The program has a limited scope. Bookkeeping cleanup, tax work, audit services, software implementation, and ongoing controller work are not included. LedgerSpring will discuss any additional work separately before making changes or incurring additional fees.

This May Be a Good Fit If:

You run a growing, founder-led service business
Your company generates approximately $1 million to $10 million in annual revenue
You use QuickBooks Online
Your bookkeeping is getting done, but your reports still do not support confident decisions
Your finance processes have become harder to manage as the business has grown
You want a senior financial perspective before committing to a larger engagement

This Is Not Designed For:

Businesses seeking tax preparation or audit services
Companies looking only for basic monthly bookkeeping
Owners who want a complete software implementation for $1,000
Businesses unwilling to provide the information needed for a meaningful review
Companies requiring an immediate full-time finance leader

About LedgerSpring

Experienced Financial Judgment for Growing Businesses

LedgerSpring is led by Mai Luu, CPA, CMA, CFE, an experienced financial professional with more than 20 years of controller and finance operations experience.Mai understands that a growing business needs more than completed transactions and standard financial statements. Owners need reliable information, clear processes, appropriate controls, and financial leadership that supports better decisions.LedgerSpring brings a controller’s perspective to the systems, workflows, reporting, and responsibilities behind the numbers.

BASED IN ILLINOIS, SERVING CLIENTS NATIONWIDE.

Why Work With Us

Why LedgerSpring

CPA-Led Expertise: Work with an experienced CPA who understands both finance and business operations.
Systems Thinking: Build finance processes that support better decisions, not just compliance.
Technology Focus: Leverage modern finance technology, automation, and AI to improve efficiency.
Built for Growth: Create finance operations that scale with your business.

Schedule a Discovery Call

After the Reset

Fix What Matters Most

The Finance Operations Reset may identify work that your internal team can handle, improvements that require outside support, or areas that need ongoing financial oversight.

When appropriate, LedgerSpring can provide a separate proposal for:

Finance process and reporting improvements
QuickBooks Online workflow optimization
Internal control improvements
Selected automation opportunities
Fractional controller support.

You Do Not Need to Fix Everything at Once. You Need to Know What to Fix First.

Book a 20-minute fit call to discuss your current finance operation and determine whether the two-week Finance Operations Reset is the right next step.

Book a Discovery Call

Contact

Request a Fit Call

Share a few details about your business and LedgerSpring will follow up to schedule a 20-minute conversation.