Services

Helping Companies Grow with Organized Finances

At Citrus Ledger, we build your financial foundation through clean books, timely updates, and strategic support, empowering you to focus on scaling your business.

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OUR SERVICES

What We Offer

Bookkeeping

Weekly updates to keep your records clean and accurate.
Monthly financial closes with clear Profit & Loss statements delivered promptly.

Financial Analysis

Detailed reviews of your Profit & Loss statements.
Insights into areas for improvement and growth opportunities.
Strategic recommendations tailored to your business goals.

Advisory Services

Tailored recommendations to optimize operations and improve profitability.
Ongoing monthly insights to guide your strategic decisions.

Tax Preparation and Consultation

Tax Preparation: Accurate and efficient filings for individuals and businesses.
Tax Consulting: Strategies to minimize tax liability, grow your business, and understand its value.

Fractional CFO Services

Cash Flow Management: Custom forecasts to help plan for growth and overcome challenges.
Strategic Planning: Budgeting, profitability analysis, and long-term forecasting.
Custom Dashboards: Tailored KPIs and metrics to drive informed decisions.
Recurring Oversight: Regular reviews to refine strategies and address financial challenges.
Business Analysis: Expert insights to uncover opportunities and mitigate risks

Accounts Receivable & Payable

Accounts Receivable: Invoicing, tracking payments, and reducing outstanding balances.
Accounts Payable: Timely invoice processing and payment scheduling to maintain vendor trust.

PROCESS

How It Works

Free Consultation

Discuss your needs and see if we’re the right fit.

Financial Review

Evaluate your current financial situation and build a customized plan.

Bookkeeping Setup

Bring your books up to IRS and accounting standards with a one-time setup.

Ongoing Bookkeeping

Weekly updates and monthly P&L statements ensure your financials are always accurate.

CFO and Tax Services

Expert support for growth and accurate tax filing.

Who we are

What People Say

"Accuracy and compliance are critical in the insurance industry. Citrus Ledger has exceeded my expectations with their attention to detail and professional approach. Their team has allowed me to focus on serving my clients instead of worrying about my books."

- Brad, Owner

BJT INSURANCE

"Citrus Ledger has provided us with exceptional bookkeeping services. As a CEO, I appreciate their efficiency and bi-weekly updates, which keep me informed without adding extra stress. They are an invaluable partner for our business!"

– Reese O'Toole, CEO

JOYCOAST

"Citrus Ledger understands the operational challenges of a business like ours. Their timely updates and organized bookkeeping have helped us optimize our finances and run smoother operations. I can’t thank their team enough!"

– Fran Dueretta, Head of Operations

FILTERKING

"Citrus Ledger has been a game-changer for our business. Their streamlined bookkeeping processes and reliable updates have given us the financial clarity we needed to focus on growth. I highly recommend them to any e-commerce business owner looking for stress-free financial management."

– Rwaha, Owner

ARETELLENCE

"Working with Citrus Ledger has been a breath of fresh air. They handle our books with precision and always keep us updated. Their flat-rate pricing means no surprises, which is perfect for a growing e-commerce store like ours!"

– Hamza, Owner

LASKINPRO

"Managing finances for coaching programs can get complex, but Citrus Ledger simplifies everything. Their expertise and clear reporting have given us the insights we need to plan better and grow faster."

– Dominic Kyle, CEO

PRODUCT REBELS

"Citrus Ledger has brought order to our financial processes. Their flat-rate pricing and bi-weekly updates ensure we’re always on top of our numbers. The professionalism and accuracy they bring to the table are unmatched."

– Josh Moyer, CSM

MODE MOBILE

"Partnering with Citrus Ledger has been one of the best decisions for our agency. Their team is reliable, affordable, and extremely efficient, making our financial management worry-free and transparent."

– Muaz S, Founder

VORGE CONSULTING

"As a software agency, we needed a bookkeeping partner who understands our needs and keeps things efficient. Citrus Ledger delivers just that. Their organized approach and exceptional support have freed up so much of our time!"

– Muzammil, CEO

TEKBOTSOLUTIONS

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How We Help

We help owners gain clarity into what their monthly finances are by delivering a quick, reliable service. We will remove the stress of disorganized books and give you confidence so you can focus on growth.