As part of your trusted inner-circle, we can take your finances from chaos to clarity.
Our approach is never one-size-fits-all—we tailor our services to meet your unique needs, giving you peace of mind and the freedom to focus on what matters most.
We know that accurate financial accounting is the backbone of a successful business. We take the time to understand your operations, ensuring your financial statements reflect the dedication and hard work you’ve poured into your business.
Our Financial Accounting Services:
General Bookkeeping: Maintaining accurate daily records of your business transactions.
Managing A/P & Bill Payments: Streamlining your accounts payable processes to ensure timely and efficient payments.
Managing A/R and Collections: Helping you stay on top of outstanding invoices and improve cash flow.
GAAP / Accrual-Basis Reporting: Providing financial reports that adhere to industry standards and give a clear picture of your performance.
Month-End Close: Ensuring all transactions are accounted for and your financial statements are ready for review.
State & Local Tax: Staying compliant with state and local tax requirements, so you never miss a deadline.
Payroll & HR Support: Simplifying payroll processes and providing insights into human resources management.
By combining our expertise, tech-forward tools, and mindful approach, we ensure your financial records are accurate, reliable, and easy to understand. Let LotusLedger be your trusted partner in achieving financial clarity and balance.
Planning for the future is the cornerstone of any successful business, and at LotusLedger, we make it easier. We understand that young companies thrive on clear, actionable insights—and that’s exactly what our budgeting and forecasting services provide. Whether you’re managing cash flow, preparing for an investor pitch, or optimizing your operations, we’ve got you covered.
Our Budget & Forecasting Services:
Cash Flow Forecasting: Gain a clear picture of your weekly cash flow to manage day-to-day operations effectively.
Financial Modeling: Build multi-year financial forecasts to support strategic planning and attract potential investors.
Custom Operations Reporting: Tailored reports that provide actionable insights into your business’s unique operations.
External Reporting: Prepare investor-ready reports that highlight your company’s growth potential and financial health.
Budget to Actuals: Track your performance against budgeted goals and make adjustments as needed.
Scenario Modeling: Test different financial scenarios to guide your decision-making with confidence.
Sensitivity or Waterfall Analysis: Evaluate the impact of key variables on your financial outcomes for a deeper understanding of risks and opportunities.
With our tech-forward tools and personalized approach, LotusLedger ensures that your budgeting and forecasting processes are not only accurate but also insightful and empowering. Let us help you plan for the future with clarity and confidence.
At LotusLedger, we focus on what truly matters while letting technology handle the heavy lifting. Our goal is to design systems that scale with your business and align seamlessly with your unique operations. By eliminating redundancies and optimizing workflows, we help you achieve efficiency and clarity.
How We Help:
Tailored Solutions: We build systems that not only meet your current needs but are designed to grow with your business.
Integrated Platforms: Using a blend of cutting-edge tools and platforms, we provide you with real-time data to make informed decisions.
Collaboration with Your Team: Have in-house developers? We excel at bridging the gap between your internal tech teams and financial systems, ensuring seamless integration with fintech solutions.
Our Streamlining & Automation Services:
Process Optimization: Refine workflows to save time and eliminate inefficiencies.
Cloud-Based Systems: Implement secure, cloud-powered platforms for 24/7 access to your financial data.
Automation Tools Integration: Leverage tools like automated invoicing and AI-driven bookkeeping to reduce manual tasks.
Real-Time Reporting: Access live dashboards with up-to-date insights into your financial health.
Expense Tracking: Simplify expense management with automated categorization and tracking tools.
Payroll Automation: Ensure accuracy and compliance with streamlined payroll processes.
System Customization: Align financial systems with your business goals for maximum impact.
By combining modern technology with a mindful, client-focused approach, LotusLedger empowers your business to work smarter, not harder. Let us help you reduce complexity, boost efficiency, and bring balance to your operations.
Managing payroll and human resources can be complex, but LotusLedger simplifies the process with comprehensive support tailored to your business needs.
Our Payroll & HR Services:
Employer Registrations: Ensure compliance with federal and state regulations when hiring employees.
Payroll Setup & Processing: Implement and manage payroll systems for accurate and timely employee payments.
Reimbursements: Facilitate smooth and compliant expense reimbursement processes.
Employee Onboarding & Offboarding: Streamline hiring and exit procedures to maintain a seamless workforce transition.
Workers' Compensation Insurance: Assist in obtaining and maintaining coverage to protect your team.
Benefits Administration: Manage employee benefits programs for health, retirement, and other perks.
Employee Relations: Provide HR guidance to maintain a positive and legally compliant workplace environment.
Running a business involves more than just financial management—it requires seamless administrative and compliance operations. At LotusLedger, we provide back-office support, ensuring your business remains organized, compliant, and ready for growth.
Our Back Office Support Services:
General Business Administration: Assistance with operational tasks, record-keeping, and document management.
Compliance Management: We work with your legal team to to ensure adherence to federal, state, and industry-specific regulations.
Due Diligence Support: Organizing and preparing financial and operational documentation to assist with audits*, funding rounds, and acquisitions.
Vendor & Contract Management: Overseeing agreements and maintaining streamlined vendor relationships.
Entity Formation & Maintenance: Helping businesses establish and maintain legal entity structures. We can help with dissolutions, too.
With LotusLedger managing your back-office functions, you can focus on growing your business with confidence, knowing that your administrative and compliance needs are in expert hands.
*While we do not provide assurance services, we can work with an external team to ensure that audits go smoothly and are as stress-free as possible.
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.
