SR&ED - Capture Proof as You Work
SR&ED Compliance without the spreadsheets.
Your engineers are paid to build, not to write tax narratives, thats our job.
Keep your capital in your business with our flat 15% success fee
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.
About Ledger & Strategy
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 support businesses with Scientific Research & Experimental Development (SR&ED) consulting and core financial operations and specialized advisory services.
In addition to bookkeeping, we provide strategic support in cost accounting, financial consulting, fractional CFO services, and SR&ED claim support. 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.
