Aurum Ledger is redefining what back-office excellence looks like. We help small business owners, healthcare practices, and growth-focused entrepreneurs take control of their finances, operations, and future.
With 30+ years of executive leadership, we deliver Fractional CFO/COO support backed by automation, financial clarity, and real-world strategy — so you can scale without stress and finally stop leaking money.
Who We Are
Not Just a Service Provider—Your Strategic Partner in Profit & Peace of Mind
After witnessing countless business owners struggle to stay solvent—barely keeping the lights on—I knew there had to be a better way. With over 20 years of experience in business operations, finance, and software development, I founded Aurum Ledger to equip business owners with the tools, systems, and clarity they need to grow sustainably—and still have time for what matters most.
We’re not a faceless firm or outsourced service. We become part of your leadership team. Whether you need clean books, custom automations, or strategic exit planning, we help you streamline, scale, and succeed with less stress and more margin.
Headquartered in Texas and serving clients nationwide, Aurum Ledger supports service-based businesses that are ready to evolve—from contractors and clinics to consultancies and creative firms.
Our services go far beyond compliance. We deliver:
- Precise bookkeeping that doesn’t miss a thing
- Full-service payroll and HR support
- Strategic CFO/COO guidance
- Custom AI tools to reduce your workload and increase your bottom line
Let us handle the financial infrastructure—so you can focus on leading the business you were born to build.
About Lisa Roselli
Founder • Fractional CFO/COO • Systems Designer
With over 20 years of leadership experience, I’ve helped hospitals, tech startups, and small businesses run smoother and grow faster. I’ve managed $50M+ budgets, built award-winning teams, and now design AI-powered systems that free up time and boost profitability.
Whether you’re buried in bookkeeping or stuck in operational chaos, I’ll help you fix it, streamline it, and scale it—with clarity and confidence.
Aurum Ledger Core Values
1. Stewardship Over Self-Interest
We treat every client’s business as if it were our own—prioritizing long-term sustainability, ethical decision-making, and financial clarity above short-term wins.
2. Precision with Purpose
Whether balancing books or streamlining operations, we believe every detail matters. Accuracy and accountability are non-negotiable in everything we do.
3. Innovation That Serves
We harness AI and automation not for trend’s sake, but to relieve human burden, maximize profitability, and allow owners to focus on what truly matters.
4. Truth in the Numbers
We don’t sugarcoat. We tell clients what the data is really saying—then build the systems to fix what’s broken and grow what’s working.
5. Strategy Before Scalability
We believe systems must serve the mission. We design operations, financial models, and exit strategies that align with each client’s vision and values—not just growth for growth’s sake.
6. Exit-Ready at All Times
We prepare businesses to be sellable, fundable, and stress-free at every stage. Whether they choose to stay, scale, or sell, our clients are ready.
7. People Over Process
Automation is powerful—but people come first. We uplift the humans behind the business with empathy, mentorship, and actionable insight.
Our Mission
At Aurum Ledger, our mission is to bring clarity, control, and long-term strategy to every business we touch. We empower founders and practice owners through intelligent bookkeeping, fractional CFO/COO leadership, and tailored exit planning—ensuring they scale with purpose, operate with precision, and exit on their own terms. Through our hands-on expertise and custom AI tools, we turn financial chaos into strategic growth—and uncertainty into opportunity.
Aurum Ledger 