Who We Are
Expert Financial Guidance, Simplified for Business Growth
Intro / CEO Quote:
"At Lifted Ledger Advisory Group, we help businesses take control of their finances, streamline systems, and build scalable growth strategies — without the overwhelm."
"Lifted Ledger Advisors was founded because I saw too many small businesses struggling with messy books, complicated systems, and unclear financial insights. My goal is simple: to give business owners clarity, control, and confidence in their finances, so they can focus on growth instead of spreadsheets."
— Jennifer Hargiss, CEO
Our Team & Expertise:
We are a team of seasoned professionals — former CFOs, consultants, business owners, and educators — with a wide range of industries, both for-profit and nonprofit. We are all entrepreneurs who are passionate about what we do. We treat your business as if it were our own and every dollar matters. We’re also passionate about people and building others up for success. We enjoy coaching and take great satisfaction in watching you grow.
Lifted Ledger was created to change the way people experience their finances.
Too often, bookkeeping and accounting feel overwhelming, confusing, or impersonal. Business owners are left juggling numbers late at night, second-guessing decisions, or feeling disconnected from their financial reality. We saw how heavy that burden can be—and we believed there was a better way.
Lifted Ledger was founded with a simple idea: when your financial systems are clear, organized, and thoughtfully managed, everything else rises with them. Confidence grows. Decisions become easier. Businesses move forward with purpose instead of pressure.
We blend precision with clarity, and structure with strategy—so your books don’t just record the past, they support your future. Whether you’re just getting started or scaling what you’ve built, our role is to lift the weight off your shoulders and give you a financial foundation you can trust.
We specialize in:
Full HR, Recruiting, and Payroll Services: Payroll processing and implementation of payroll platforms such as ADP, Paycom, Paycor, and Paylocity. We can also leverage our vendor relations and act as a liaison on your behalf. Allow us to bring our expertise with these platforms to find the right solutions for you. We also offer recruiting services, onboarding, background checks, and fractional HR services. We are SHRM certified.
Benefits and Recruiting: Allow our HR team to assist you with renewals, negotiations, and yearly rollouts of companywide benefits. We also specialize in implementing incentives to help reduce turnover and keep operational costs down.
Bookkeeping & Clean-Up: Fixing messy books and problem solving is our specialty. We offer full-service accounting, bank and credit card reconciliations, journal entries, billing, and setting up general ledgers. Full comprehensive financial packages that allow for informed decision making. We specialize in taking raw data and creating visual presentations.
Collections: We offer collections for past due receivables. We have a high success rate and can help with avoiding costly legal interventions.
Fractional CFO and Controller Support
Financial Planning & Project Management: Creating actionable strategies for scalable growth
ERP & Systems Implementation: Designing streamlined, practical data and expense reporting systems. This also includes APIs and 3rd party platform integrations. We can also train your teams and provide full SOPs (standard operating procedures).
Our Approach:
We thrive on analyzing large datasets and turning them into actionable insights. Using tools like Excel, Power BI, and Data Labs, we design systems that are both powerful and practical — helping business owners make smarter decisions with confidence.
Everything we do is focused on improving efficiency, saving money, and reducing stress. Our approach is clear and straightforward: no jargon, no intimidation — just a partnership that gives you clarity, control, and freedom to grow.
Big ideas and real impact. Thoughtfully crafted to elevate what matters most.
Our Core Values
1. Clarity Over Complexity- Financial information should empower you, not confuse you. We believe in clear systems, transparent communication, and explaining things in a way that actually makes sense.
2. Integrity in Every Entry- Accuracy, honesty, and responsibility are non-negotiable. We treat your financial data with the same care and respect we expect for our own.
3. Partnership, Not Transactions- We see our clients as partners. Your goals matter, your questions are welcome, and your success is something we actively support—not something we invoice and forget.
4. Consistency Builds Confidence- Reliable processes and dependable follow-through create trust. We show up, stay organized, and do the work right—every time.
5. Growth with Intention- As your business evolves, your financial systems should evolve with it. We value thoughtful growth, sustainable practices, and long-term stability over shortcuts.
6. Elevated Standards- “Good enough” isn’t our style. From the way we manage details to the way we communicate, we hold ourselves to a higher standard—because your business deserves it.
Contact us
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