We Don’t Just Balance the Books.
We Build the Financial Backbone of Your Business.
Whether you’re just getting organized or preparing to scale into a multi-million dollar operation, you need more than a bookkeeper—you need a strategic partner.
At Aurum Ledger, we provide accurate, hands-off bookkeeping that frees up your time and eliminates guesswork. But we don’t stop there.
As your business grows, we deliver the high-level financial insight, payroll support, and operational systems you need to scale smart—without adding unnecessary overhead. From clean books to custom automations and exit planning, we grow with you.
$50M+ in Portfolio Management Experience
Serious Operations Require Serious Financial Systems
We support growing businesses with complex financial needs—delivering clean books, real-time insights, and custom reporting systems that scale with you. Whether you’re untangling messy finances or preparing for a high-stakes exit, we bring the operational leadership and clarity to move you forward with confidence.
20+ Years of Executive-Level Experience
From Frontline Ops to Financial Strategy
Our leadership brings decades of real-world expertise across accounting, operations, HR, and business growth strategy. We don’t just understand numbers—we understand how to turn them into smart decisions and scalable systems.
WHAT WE DO
It’s More Than Bookkeeping.
It’s the Infrastructure Behind a Profitable, Scalable Business.
At Aurum Ledger, we don’t just support business owners—we build the operational backbone that allows them to grow with clarity and confidence. Our services are designed for founders ready to move from survival mode to strategic scale.
Whether you’re a physician, consultant, contractor, or agency owner—our systems are built to fit your business and evolve with it.
Bookkeeping & Financial Clarity
Accurate, real-time financials that give you control over your cash flow, profit margins, and decision-making—without the overwhelm.
Payroll & Workforce Oversight
Full-service payroll setup, processing, and compliance with job costing and reporting included—so you can pay your team on time and by the book.
Accounts Payable Automation
Vendor invoices, payment approvals, due date tracking, and documentation—handled with precision and built to scale.
Accounts Receivable & Client Billing
Invoicing, collections, retainer tracking, and contract billing systems customized to your workflow—including milestone and progressive billing.
Fractional CFO/COO Strategy
From budget forecasting to SOPs, margin analysis, and exit planning—we step into your business like a true operator, not just a vendor.
AI System Design & Automation
Custom-built tools to automate tasks like scheduling, quoting, document intake, reviews, and more—fully owned by you, and designed around your team.
Let us handle the numbers, the systems, and the operational headaches—so you can focus on building the business you actually want to run.
The Best Financial Operations Packages for Small Businesses
Accurate, weekly bookkeeping and strategic oversight—so you can scale confidently without the chaos.
Smart, Scalable Financial Packages for Small Business Growth
Get precise books, real-time insights, and operational systems that support your vision—not just your taxes.
Fractional CFO Services for Growing Businesses
Executive-Level Financial Leadership—Without the Full-Time Price Tag
When your business outgrows basic bookkeeping, but you’re not ready (or willing) to bring on a full-time CFO, our fractional services give you the strategic financial leadership you need—on your terms.
We serve as your thought partner in growth, providing forward-looking insights, financial clarity, and owner-focused reporting to support confident, profitable decisions.
Our CFO Capabilities Include:
- Strategic budgeting and financial forecasting
- Profitability and cash flow optimization
- Custom dashboards and owner-level KPI reporting
- Scenario planning for expansion or restructuring
- Support for lending, investor decks, and financial presentations
You get the expertise of a seasoned CFO—without the six-figure salary, equity, or overhead.
Let’s build a smarter financial future—together.
Bookkeeping Services That Power Profitable Businesses
Accurate, Weekly Bookkeeping—So You Can Focus on What Matters
At Aurum Ledger, bookkeeping isn’t just data entry—it’s the foundation for strategic decision-making, financial clarity, and sustainable growth. We deliver clean, consistent financials that eliminate guesswork, unlock savings, and keep your business investor-, lender-, and tax-ready at all times.
Why Business Owners Choose Aurum Ledger
Proactive Strategy, Not Just Reports
We don’t just track numbers—we interpret them. Get ongoing insights and advisory that guide your next move and improve profitability.
Industry-Specific Expertise
We specialize in service-based businesses—from medical practices to contractors. Your books will reflect the nuances of your industry, not generic templates.
Tailored Financial Analysis
Custom reporting, budget tracking, and profitability insights that help you scale smarter—not harder.
Dedicated Account Management
Work with a consistent point of contact who understands your goals and is fully invested in your success.
1099 Prep & Tax Compliance
We handle year-end reporting, 1099s, and contractor compliance—accurately and on time.
Precision Allocation & Job Costing
Income and expenses are tracked across projects, departments, or revenue streams so you can make informed decisions fast.
What Sets Our Bookkeeping Apart
Advanced Automation + Human Oversight
We use tech to eliminate errors and streamline processes—while providing real human review and strategic oversight every step of the way.
Custom Upload Portals
No more lost receipts or messy folders. Clients get a customized document portal (mobile-friendly!) to send everything with ease.
Weekly Reconciliations
Stay ahead of the curve with weekly bookkeeping, not last-minute scrambles at tax time.
Flat-Rate Pricing, Built for Growth
Packages range from $600 to $3,000/month, based on transaction volume, account complexity, and integrations.
Aurum Ledger 