Organized Finances Empowered decisions
At Ledger & Strategy, we simplify complex finances so you can make smarter, faster business decisions. Whether you need bookkeeping-only or a full financial strategy, our proven experience keeps your business compliant, profitable, and ready for growth.
We work with businesses of all sizes to deliver competitively priced accurate book keeping services for reliable financial management.
Month-End Reviews & Detailed Reports – Receive clear overviews of your current balances along with monthly insights into financial trends, providing invaluable support for informed decision-making.
Save Time – Simply snap photos of your receipts. We handle the cloud uploads.
Save Money – Organized, accurate bookkeeping reduces year end costs.
Comprehensive Payroll Services – Customized to meet the unique needs of your business.
Regulatory Compliance – Rest easy knowing all required reporting is completed accurately and on time.
Year-End Preparation & Tax Filing – Available upon request to ensure a smooth and stress-free tax season.
Make Informed Business Decisions with Deeper Insight into Profitability
Gain clarity on the true costs of every business product and activity with a detailed understanding of the full cost of each business function—including wages, overhead, and all inputs—to make more informed decisions.
Respond faster to quotation requests and provide accurate, confident pricing when you know your real-time costs and desired profit margins.
Enhance Cost Tracking by accurately monitor expenses to identify waste, improve operational efficiency, and support strategic planning.
Maximize ROI, pinpoint which processes and services yield the highest returns, guiding smarter resource allocation.
Refine Sales and Marketing Strategies with a clear focus on your most profitable products or services to increase impact and reduce spend.
Drive profitability, optimize cash flow, and enhance budgeting accuracy with expert financial insights.
Scalable Solutions tailored to support your long-term growth and profitability objectives.
Fractional CFO Services providing executive-level financial expertise without the cost of a full-time hire.
Profitability Improvement through the elimination of inefficiencies across administrative and operational functions.
Cash Flow Management to enhance liquidity forecasting and gain greater control over capital expenditures.
Budgeting & Forecasting with accurate, actionable financial models to support smarter decision-making.
M&A and Exit Planning to navigate acquisitions, valuations, and succession strategies with confidence.
Scientific Research & Experimental Development (SR&ED)
Streamlining Your SR&ED Claim Process
Filing an SR&ED claim doesn’t have to be complex or stressful. At L&S, we simplify the entire process—making it efficient, accurate, and seamless for your team.
JIRA and Confluence Integration
When set up by L&S, these tools deliver clear, user-friendly, and fully audit-traceable workflows. They ensure professional record-keeping, time-stamped documentation, and structured data management. Prefer other tools? We also offer documentation support using Google Docs and Excel.
Tailored, Business-Focused Expertise
Every business is unique—and so is every claim. Our team takes the time to understand your operations, industry, and R&D activities to ensure no eligible work or expense is overlooked.
We work closely with you to:
Identify all qualifying projects and expenditures
Gather and organize the necessary documentation
Prepare each claim with accuracy and compliance in mind
The result: a precise, optimized SR&ED claim that maximizes your return.
End-to-End SR&ED Support
From start to finish, we handle every step so you can stay focused on innovation.
Our comprehensive service includes:
Initial project and eligibility assessment
Preparation of technical narratives and financial documentation
Clear, practical guidance to maintain strong records
Submission of your complete claim package to the CRA
Full representation and support during any CRA review or audit
With L&S, you gain a trusted SR&ED partner dedicated to making your claim process smooth, compliant, and rewarding.
About
our company
With decades of senior-level experience in finance, marketing, and project management across multiple Fortune 500 companies, we bring proven expertise and industry best practices to your business. Our leadership background includes key roles at 3M, IKEA, Procter & Gamble, and Whirlpool.
We understand that clear, accurate, and well-structured bookkeeping is essential for informed decision-making and sustainable business growth. That’s why we offer high-quality bookkeeping services at competitive rates—designed to give you greater visibility and control over your finances.
Beyond bookkeeping, we also provide strategic support in cost accounting, financial consulting, and fractional CFO services and SR&ED claims. Whether your goal is to increase profitability, expand your business, improve planning accuracy, or optimize operations, we are committed to delivering expert guidance and customized solutions tailored to your specific needs.
