Advisory Service Tiers
Our advisory services are designed to evolve as your business grows, starting with a strong financial foundation, advancing into deeper analysis and forward-looking planning, and culminating in a CFO partnership that aligns financial strategy with operational execution. We bring clarity to complex data, streamline how your business operates, and deliver actionable strategies that help you scale with confidence and build long term, sustainable success.
Core Ledger
A strong financial framework that brings clarity and confidence.
Core Ledger provides bookkeeping services to keep your financial records accurate and up to date. It’s ideal for businesses with straightforward finances who want reliable, timely reporting without the complexity of full advisory services.
This tier focuses on consistent transaction coding and organization, giving business owners and executives visibility into their numbers and a solid foundation to support their day-to-day operations.
Growth Ledger
Deeper insights. Smarter decisions.
Growth Ledger delivers deeper financial insights that support smarter, faster decisions. Designed for businesses that need more than basic bookkeeping, this tier includes a structured month-end close process and high-quality financial reporting that brings clarity to performance and trends.
This tier is ideal for organizations experiencing growing complexity or leadership teams that need investor-ready financials without the overhead of hiring a full-time controller or finance lead.
Strategic Ledger
Investor ready insights and scalable strategy.
Strategic Ledger is Aspen Ledger’s highest-tier financial partnership, designed for growth-stage businesses that need experienced financial leadership without hiring a full-time CFO. This tier includes everything in the Growth Ledger, plus advanced forecasting and budgeting, custom KPI dashboards, scenario modeling, and cash flow planning.
Strategic Ledger is ideal for owners and CEO’s navigating expansion, operational changes, hiring decisions, pricing strategy, or major investments, and who want a proactive thought partner driving financial clarity and control across the organization.