Stoneledger Advisory Group

Your books should give you clarity, not anxiety.

We provide bookkeeping, financial reporting, and strategic advisory for businesses that have outgrown guesswork and need numbers they can trust.

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Financial expertise across the industries that drive our community.

We bring over 20 years of experience across service, manufacturing, distribution, and food & beverage accounting to every engagement.

Three ways we make your financials make sense.

Bookkeeping

Monthly reconciliation, transaction coding, and clean financials delivered on time. Cloud-based tools give you real-time visibility.

Financial Reporting

Income statements, balance sheets, and cash flow reports that tell you something useful — formatted for lenders, investors, or your own decisions.

Advisory Services

Budgeting, forecasting, KPI development, and strategic guidance. CFO-level thinking without the full-time cost.

About

Finance leadership, not just data entry.

Stoneledger Advisory Group was founded by a finance professional with over 20 years of experience leading accounting and financial operations across service, manufacturing, distribution, food & beverage, and PE-backed companies. We bring CFO-level discipline to businesses that need more than a bookkeeper but aren't ready for a full-time hire.

20+
Years Experience
MBA
Advanced Degree
PE
Backed Experience
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Simple process. Serious results.

01

Assess

We review your current books, systems, and reporting to understand where you are and what's missing.

02

Build

We clean up the foundation — chart of accounts, reconciliations, processes — so your financials are reliable from day one.

03

Partner

Ongoing monthly service with reporting you can act on. As your needs grow, our engagement grows with you.

Let's talk about your business.

Whether you need clean books or a financial partner who thinks like an owner, we'd like to hear from you.

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