Advisory Service Tiers
Our advisory services are designed to evolve as your business grows—starting with a strong financial foundation, advancing into sharper analysis and forward-looking planning, and culminating in CFO and COO leadership that unites financial strategy with operational excellence. We bring clarity to complex data, streamline operations, and deliver actionable strategies that position your business to scale with confidence and achieve lasting success.
Core Ledger
A strong financial framework that brings clarity and confidence.
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.
Core Ledger is perfect for maintaining clean books and staying tax-ready year-round.
Growth Ledger
Deeper insights. Smarter decisions.
Designed for businesses that need more than basic bookkeeping—offering structured month-end close processes and financial insights that drive smarter, faster decisions.
This tier is ideal for businesses with growing complexity or leadership teams who need high-quality, investor-ready financials without hiring a full-time controller or finance lead.
Strategic Ledger
Investor ready insights and scalable strategy.
Aspen Ledger’s highest-tier financial partnership, built for growth-stage businesses that need strategic finance leadership without hiring a full-time CFO. This package includes everything in the Growth Ledger, plus advanced forecasting and budgeting, custom KPI dashboards, scenario modeling, and cash runway planning.
Strategic Ledger is ideal for companies preparing to scale, raise capital, or make high-impact decisions—and want a proactive partner driving financial clarity and control.