We believe that calm minds produce the best results.
At LotusLedger, we believe that true financial success begins with balance. With over 20 years of experience in financial accounting for small to medium-sized businesses, we combine the precision of modern technology with the warmth of human connection.
Our name reflects our approach: 'Lotus' evokes a sense of Zen peacefulness; it embodies clarity, calm, and balance, while ‘Ledger’ represents the financial foundation that supports business success. We’re more than accountants—we’re part of your inner circle, dedicated to helping your business thrive.
We understand that managing your finances can feel overwhelming. That’s why we’re here to help you achieve clarity and peace of mind by taking a mindful approach to your business’s financial well-being. Our team has a deep love of technology, and we use it to streamline your accounting processes, ensuring accuracy, efficiency, and real-time insights. But what sets us apart is our commitment to empathy and personalized service. We don’t just see numbers; we see the people behind them.
We draw inspiration from the principles of mindfulness. Just as mindfulness encourages presence and focus, we aim to bring clarity and calm to your financial world. We believe that balanced books lead to balanced businesses and, ultimately, balanced lives. By building a trusted community with our clients, we create partnerships that foster long-term success.
We promise to:
Whether you're a growing business looking for efficient financial management or an established company seeking clarity and balance, LotusLedger is here to help. Let us handle the numbers so you can focus on what truly matters—running your business and living your life with peace of mind.
With over 20 years of experience in accounting and finance, Jess is passionate about collaborating with founders to create tailored financial solutions that drive business success. Her journey began at the young age of 16 when she answered a newspaper ad and landed a position as an accounting clerk at a CPA firm in Woodland Hills, CA. Under the guidance of seasoned professionals, she quickly mastered the fundamentals of debits and credits—an experience that set the stage for a thriving career.
Over the years, Jess has partnered with a wide range of businesses across industries including consumer packaged goods, creative agencies, experiential marketing, private equity, eSports, e-commerce, and many more. Her unique ability to leverage technology and bridge the gap between operations and accounting has consistently provided her clients with innovative, customized solutions. Whether you're a startup or an established enterprise, Jess is dedicated to helping you navigate the complexities of finance with clarity and expertise.
Below are some helpful FAQs. Feel free to reach out to us if you've still got questions - we're happy to help!
Yes! We have deep experience in service industries, consumer packaged goods (eCom and brick-and-mortar), marketing agencies, restaurants, SaaS, Real Estate, Construction, and the list goes on. We've got you covered.
We can help you set up your business entity, set up your bank account, set up your accounting system... we're just really helpful people. :)
Not long at all. We'll schedule a kick-off call ASAP and get the lay of the land first, but typically we're able to start helping virtually immediately.
We take data security very seriously. We will never share your data without your consent, period. We use secure file sharing. We use 2FA for every login possible and we use password managers with randomly generated passwords, too.
A better question is: What is it costing you to not have financial clarity? For real, though - our pricing is pretty competitive, and we pride ourselves on providing excellent value to our clients. We have flexible pricing structures (hourly, retainer, project-based, etc.) and we can work within your budget. Give us a call (or email, or text) and let us help you find balance.
No sweat. We know that a potential transaction can be overwhelming. Lean on us for support to get you through the diligence process and close that deal.
Quick heads up, we do not provide assurance (audit) services, but we find that most transactions don't require it. We can partner with or work alongside a public firm if needed, too.
Yes, we can. We can work alongside your legal team to help with dissolutions. We'll ensure all all state and local accounts are buttoned up, so you can focus on moving on to your next venture.
Can’t find the answer you’re looking for? Please reach out to our friendly team.
