Foundation | Financial Accuracy & Oversight

Foundation provides management-level financial review and oversight. It does not include transaction entry, bookkeeping reconciliations, formal audit or assurance services, or tax preparation.

Reliable numbers. Stronger financial confidence.

Accurate financial information is the foundation of sound business decisions.

Ledgr's Foundation service provides independent financial review and oversight for veterinary practices that already have bookkeeping processes in place but want greater confidence in the information being reported.

We examine financial statements, review account activity for potential inconsistencies, and evaluate reporting practices to help identify issues that may affect the reliability of your financial information.

Our goal is to help establish a dependable financial foundation so you can make business decisions with greater confidence.

What's Included

  • Monthly financial statement review

  • General ledger and account consistency review

  • Review of reconciliations prepared by your bookkeeping team

  • Identification of unusual transactions, discrepancies, and reporting inconsistencies

  • Veterinary-focused chart of accounts evaluation

  • Monthly financial accuracy findings and recommendations

  • Coordination with your existing bookkeeper or CPA regarding identified issues

Best For

Independent veterinary practices with an existing bookkeeper or accounting team that want an additional layer of financial oversight and confidence in their reporting.

Know where your practice stands. Build confidence in the numbers behind your decisions.