You have books and reports. Not decision visibility.
Reliable numbers show where you stand. Commercial judgement shows where to move.
We keep your books clean each month and turn them into cash, margin and growth decisions you can act on.
CFO and advisory work is delivered by a qualified chartered accountant with Big 4 and mid-tier firm experience. Bookkeeping is handled by a dedicated bookkeeping team and reviewed before delivery.
The visibility gap
Accurate books, and still caught off guard.
Bookkeeping and reports record what already happened. Here is where that leaves founders without the visibility to act in time.
- 01
Cash looks fine, until it doesn't
The balance reads healthy right up to the week payroll, tax, inventory and supplier payments all land together.
- 02
Revenue is up, profit isn't
Growth hides where margin leaks: inside the specific clients, jobs, SKUs or channels you cannot see apart.
- 03
Hiring on the bank balance
Headcount calls get made on today's balance, not the forecast cash that says whether you can carry them.
- 04
Reports that arrive too late
Month-end numbers land after the moment to act has passed, so they explain the outcome instead of changing it.
This is the gap between bookkeeping and decisions. It is the gap LedgerPath is built to close.
The four models
See exactly what you would be buying.
Anonymised samples from live engagements. Each is a working model, not a screenshot.
Cash flow
Lumina
13-Week Cash Flow Forecast
Know exactly when cash gets tight, weeks before it does.
Management accounts
Forge
Management Accounts and KPI Dashboard
The board pack your investors expect, without the in-house finance team it usually takes to produce it.
SaaS model
Nexus
3-Statement SaaS Model
The model investors actually stress-test, where all three statements reconcile to the penny every month.
Ecommerce
Luxe
DTC Ecommerce Decision Model
Your bestseller might be your worst earner. Luxe shows you where margin leaks before you scale the leak.
All company names, brands and figures shown in these samples are fictional and for illustration only. They do not represent, and are not affiliated with, any real company, brand or individual. Any resemblance to an actual business or person is coincidental. The underlying analysis reflects the type of work LedgerPath delivers on live engagements.
How we help
Two lanes, one standard of review.
Clean books on one side, forward-looking finance on the other. Start where you are and climb when you are ready.
Bookkeeping
Clean books, every month.
Reconciled, up-to-date books you can trust, reviewed before they reach you. No year-end scramble.
Explore bookkeepingCFO Services
Visibility, then judgement.
See cash, margin and what needs attention with Monthly Finance, then step up to a Fractional CFO who makes the calls with you and owns the plan.
Explore CFO servicesWho does the work
Senior people on the numbers that carry risk.
Two specialists under one firm. CFO and advisory work is led by a qualified chartered accountant; bookkeeping is handled by a dedicated team and reviewed before delivery.
CFO and advisory
A qualified chartered accountant on the senior calls.
CFO and advisory work is delivered by a qualified chartered accountant with Big 4 and mid-tier firm experience. That includes experience with listed and PE-backed businesses gained at Big 4 level.
- Financial model review and build
- Forecasting and scenario planning
- Board-level reporting and commentary
- Commercial finance support
Bookkeeping
A dedicated bookkeeping team, reviewed before delivery.
Monthly bookkeeping is handled by a dedicated bookkeeping team. Reconciliations, classifications and reporting points are reviewed before they reach you. Anything that needs commercial judgement is escalated into advisory rather than simply processed and passed on.
- Reconciled, up-to-date books each month
- Reviewed before delivery
- Queries and exceptions clearly flagged
- Escalation path into advisory support
Led by a qualified chartered accountant with 12+ years of Big 4 and leading mid-tier audit experience across premium listed companies, Public Interest Entities, large groups and PE-backed businesses. This brings CFO support grounded in financial model review, board-level reporting, multi-jurisdictional group experience, commercial discipline and reporting rigour.
Book a call
See what your numbers are about to tell you.
Start with a short call. We will show you where the visibility gaps are and which of the four models fits, with no obligation.
- No prep needed, bring your current reports
- A qualified accountant on the call, not a sales rep
- Leave with a clear view of the next step
Finance Visibility Call
A longer call to scope where your numbers are now, where the visibility gaps sit, and which model or plan fits. Bring your current reports.
Opens our cal.com booking page. Pick the slot that suits you.