Frequently asked questions
Clear answers. Better understanding. Stronger financial partnerships.
We understand that choosing a financial advisory partner is an important decision. Here are answers to some common questions about working with Ledgr.
Does Ledgr provide bookkeeping services?
Ledgr specializes in financial oversight, performance analysis, and strategic advisory services rather than routine bookkeeping.
We work with the financial records prepared by your existing bookkeeping or accounting professionals, reviewing the information for potential inconsistencies and helping you understand what your financial results mean for your hospital.
Do I need to change my current bookkeeper or CPA?
Not at all!
Ledgr is designed to complement your existing financial team.
Your bookkeeper continues managing financial transactions, while your CPA handles accounting and tax matters within their scope.
Ledgr provides an additional layer of financial review, performance analysis, and business insight.
How is Ledgr different from a traditional bookkeeping company?
Traditional bookkeeping focuses on recording and organizing financial transactions.
Ledgr focuses on evaluating the resulting financial information, analyzing business performance, and helping veterinary practice owners use that information to make informed decisions.
Our specialized experience in veterinary hospital operations allows us to connect financial performance with the practical realities of managing a hospital.
What types of veterinary practices do you work with?
Ledgr specializes in independently owned veterinary hospitals, including general practices, urgent care facilities, and growing multi-doctor practices.
Our services are designed for owners who want greater financial visibility, improved performance monitoring, and support making financial decisions.
What financial information will you need?
Depending on the services selected, we may request access to financial statements, general ledger reports, bookkeeping records, payroll summaries, budgets, and practice management system reports.
We will discuss your current systems and determine the appropriate information and access needed during onboarding.
Does Ledgr prepare taxes or conduct financial audits?
No. Ledgr does not provide tax preparation, formal financial audits, or assurance services.
We focus on management-level financial oversight, performance analysis, and advisory services and can collaborate with your existing accounting professionals when needed.
What is a Financial Health Assessment?
Our Financial Health Assessment is a focused evaluation of your practice's financial performance.
We review relevant financial information, examine key veterinary performance indicators, identify potential areas of concern, and provide recommendations to help you understand where improvements may be possible.
How do I get started?
Simply schedule a discovery call.
We'll discuss your practice, your current financial processes, and the challenges or opportunities you'd like to address.
From there, we'll help you determine which Ledgr service best aligns with your goals.
Ready to Understand Your Practice's Financial Performance?
Schedule a discovery call and discover how Ledgr can help you gain financial clarity and make more confident business decisions.