Personal accounting & consulting
You don’t have to run a business to need personal accounting services. Our team is trained to support your unique financial goals with custom designed solutions just for you.
We provide a complete suite of CPA-approved, confidential, and professional bookkeeping services including:
- Financial reporting
- Cost center tracking
- Budgeting / forecasting
- Estate planning / net worth reports
PERSONAL ACCOUNTING FOR AFFLUENT INDIVIDUALS
Personal wealth management
Wealth management is the process of growing, preserving, and protecting wealth – while also planning for the future. Unlike the wealth management programs of other institutions, our consultants are trained to support your unique financial goals with custom solutions designed just for you.
- Expense/complex transaction tracking
- Comprehensive budget planning and analysis
- Financial trends
- Estate and probate planning
At Ledger Pros, we understand the complexities of managing multiple income streams, cost centers and diverse investments. We transform your personal account information data into simple, easy-to-understand reports for goal setting, budget analysis and tax reporting. Ledger Pros manages your personal accounting, so you can focus on your life goals.
Start with a FREE consultation with a Ledger Pros personal wealth management consultant.
Get in touch today so that we can show you all the ways Ledger Pros can simplify operations for you and your company.