Comprehensive Back-Office & Financial Advisory Solutions to Simplify, Streamline, and Grow Your Business.
Services
Lifted Ledger Advisory Group partners with businesses to simplify operations, strengthen financial systems, and support sustainable, scalable growth. We provide end-to-end back-office operational support, and financial advisory services designed to meet you where you are and grow with you.
Our approach is practical, collaborative, and grounded in real-world experience. No jargon. No unnecessary complexity. Just clear solutions that work.
How We Work
We don’t believe in one-size-fits-all solutions. Every engagement begins with understanding your current systems, challenges, and goals. We offer ongoing daily and weekly support, to onetime projects, both short and long-term.
From there, we design solutions that are:
Affordable Scalable
Practical
Transparent
Built for long-term success
You’ll always know what we’re doing, why it matters, and how it supports your growth.
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Our Services
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We help small businesses streamline and manage critical back-office functions so leadership can stay focused on growth.
Services include:Full-service HR consulting and support
Full payroll services and payroll provider setup (QB, Paycom, Paycor, Paylocity, ADP)
Back-office process design and optimization
Policy, workflow, and operational documentation. Clear and concise departmental SOP creation
Company handbook guidance
Ongoing advisory support as your business grows
Our goal is to reduce administrative burden while improving consistency, compliance, and efficiency.
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Clear, Reliable Financials You Can Trust. Messy books and inconsistent systems create uncertainty. We help bring order and clarity.
Services include but not limited to:Accounts Payable
Accounts Receivable
Collections
Accounting cleanup and reconciliations of bank and credit cards
Balance Sheet
General ledger setup and restructuring (standard and EBITDA)
Month-end and year-end close (full cycle and support)
Financial statement preparation (BS, Income Statement, Budget vs Actual)
Process standardization and documentation
We ensure your financials are accurate, timely, and ready to support better decision-making. -
Senior-Level Financial Leadership — Without Full-Time Overhead
Get access to experienced financial leadership tailored to your business needs.
Services include:
Fractional Controller and CFO support
Financial planning and forecasting
Cash flow management
Budgeting and variance analysis
Strategic financial guidance for growth and transitions
We act as a true partner, helping you understand the story behind the numbers and plan confidently for the future. -
Turning Complex Data Into Actionable Insight
We specialize in analyzing large datasets and building reporting systems that actually get used.
Services include:
Advanced Excel modeling
Power BI dashboard development
Custom financial reporting
KPI design and performance tracking
Data system optimization and integration
Our focus is on clarity — creating insights that drive smarter decisions, not more spreadsheets. -
ERP implementations don’t fail because of technology — they fail because they’re mismatched or poorly implemented. We help you get it right.
Services include:
ERP system evaluation and selectionData cleaning- trash in/ trash out
Implementation leadership and project management
Chart of accounts and workflow design
Data migration and system integration
Post-implementation optimization
We match ERP solutions to your specific business needs, ensuring systems scale with you — not against you. -
Building Strong, Defensible Financial Systems
As businesses grow, compliance and controls become critical. We help you put the right frameworks in place.
Services include:
GAAP compliance support
SOX readiness and internal controls
Risk assessments and control design
Documentation and process improvement
Ongoing advisory and remediation support
Our approach balances compliance with practicality — protecting your business without slowing it down.