Ledger Clarity provides fractional CFO advisory and strategic bookkeeping for growing businesses. Budgeting. Forecasting. Profitability analysis. Real financial clarity, so you can stop guessing and start scaling with confidence.
Bookkeeping and CFO services under one roof, led by a Controller with 20+ years inside a multi-million-dollar firm.
Your business is generating real revenue. But if you are being honest, you are not entirely sure where the money is going, why your margins look the way they do, or what the next six months look like financially.
You have a bookkeeper, but they are recording history, not shaping your future. You do not need someone to enter transactions. You need someone who can look at your financials and tell you what they mean, what to do about it, and what is coming next.
That is the difference between bookkeeping and financial strategy — and exactly what Ledger Clarity was built to provide.
Three engagement tiers, presented as a continuum. Bookkeeping is the foundation; CFO advisory is the strategic layer built on top of it. Most clients start with Tier 1 and grow into the others as their business scales.
Transaction recording, classification, reconciliation, and financial reporting with the precision of a corporate accounting department. Quarterly or monthly statements, CPA-ready reporting, ongoing email support — your books are always reliable, and your CPA is never chasing you at tax time.
Everything in Strategic Bookkeeping, elevated with bi-weekly transaction processing, third-party app integration, AP/AR oversight, GAAP accrual accounting, and a monthly 60-minute video meeting where I walk you through your financials and what they mean for your business.
Weekly transaction processing, a custom accounting and procedures manual, and an advanced reporting suite: budgeting, forecasting, job costing, department and location profitability, KPI dashboards, margin and cost analysis, and strategic growth planning — plus weekly 60-minute strategy meetings and an annual budget planning session.
I work with business owners generating $500K or more in annual revenue who are ready to treat their finances as a strategic asset, not just an administrative task. My clients share a common trait: they have built something real, and they want a financial partner who can help them take it further.
From SaaS companies to IT service providers, we help tech businesses manage rapid growth, understand unit economics, and build financial models that support smart scaling decisions.
Medical practices and healthcare businesses face unique financial complexity. We provide the reporting, forecasting, and advisory support that lets you focus on patient care while finances run smoothly behind the scenes.
I spent eleven years inside a multi-million dollar investment firm as Controller and HR Director. I understand the financial rigor your industry demands, and bring that same level of precision to every engagement.
No more coordinating between your bookkeeper and an outside advisor. We handle both, which means your financial strategy is built on the same data our team manages every day. No gaps. No miscommunication. One firm that sees the full picture.
Before founding Ledger Clarity, I spent over two decades in corporate accounting — eleven of those as Controller and HR Director at a multi-million dollar investment firm. You get the financial depth of a seasoned executive at a fraction of the cost.
I am your primary point of contact for strategy and financial insight, backed by a skilled team that keeps your day-to-day running with precision. Senior-level attention and consistent execution — never a revolving door of faces.
We serve clients across the United States. Everything runs securely through QuickBooks Online and modern cloud tools, so we work together seamlessly no matter where you are based.
We start with a conversation. I learn about your business, your financial pain points, and where you want to go. No pressure, no pitch — just an honest conversation about whether we are the right fit.
I review your current financial setup and put together a plan tailored to your specific needs — whether that starts with getting bookkeeping on solid ground, jumping straight into CFO advisory, or both.
Accurate financials, clear reporting, and a strategic partner helping you make smarter decisions. You will know your numbers, understand what they mean, and have a plan to grow your profitability.
Every engagement is customized to your business, but here is where each tier begins. Most clients start with Strategic Bookkeeping and grow into CFO Advisory as their business scales.
Every engagement is customized to your business. Pricing varies based on complexity, transaction volume, and scope.
I am Natalie Weiss, the founder of Ledger Clarity. I spent over 20 years in corporate accounting for businesses of various sizes. For the last eleven of those years, I served as Controller and HR Director at a multi-million-dollar investment firm, where I managed complex financial operations, built reporting systems, and provided the strategic insight that leadership relied on to make critical decisions.
In 2019, I started Ledger Clarity because I saw too many growing businesses operating without the financial infrastructure and strategy they needed. They had bookkeepers — but they did not have a financial partner. They had revenue — but no visibility into their profitability. I knew I could bridge that gap.
Today, I lead a dedicated team of financial professionals serving owners in technology, healthcare, and financial services. I handle strategic advisory, financial analysis, and client relationships personally. My team makes sure your day-to-day runs like clockwork.
Natalie does not just close our books — she sits with me every month and helps me understand what the numbers mean for the next quarter. It is the financial partnership I needed five years ago.
Within three months our margins were no longer a mystery. Natalie's team gave us reporting we had never had, and the strategic context to actually act on it.
Bookkeeping is the foundation: accurate records, reconciled accounts, clean financial statements. CFO advisory is the strategy built on top — budgeting, forecasting, cash flow analysis, profitability optimization, and helping you make data-driven decisions. Most of my clients benefit from both.
A full-time CFO can cost $150K to $250K or more per year. With Ledger Clarity, you get strategic financial leadership from me plus a dedicated team handling your bookkeeping and reporting — all at a fraction of that cost, scaled to your size and stage. As your business grows, your engagement can grow with it.
Possibly. We would start with a strategy call to understand your current setup. In many cases, the most effective approach is having both your bookkeeping and advisory handled by the same partner, so strategy is built directly on the data. But I am happy to discuss what makes sense for your situation.
Primarily technology, healthcare, and financial services. That said, my 20+ years of corporate accounting experience translates well across industries. If you are generating $500K+ and need financial strategy, let's talk.
Yes. QBO is the foundation of how we work — the best cloud-based platform for the kind of real-time reporting and visibility that growing businesses need. If you are not on QBO, I can handle the migration.
Everything is cloud-based. I serve clients across the United States using QBO, secure file sharing, and video calls. Geography is not a barrier.
Book a strategy call and let's talk about where your business stands, where you want it to go, and how the right financial partnership can get you there.
Book a Strategy Call →