Business Consultation
Financial Architecture
For businesses whose reporting does not reflect how the business actually runs, and needs a structural rebuild rather than another patch.
Assets managed across client engagements
Financial professionals supporting delivery
Firm-wide results across all Ledgify Solutions engagements, not specific to this module.
Our Financial Architecture Approach
Financial Architecture is a one-time build: we redesign the chart of accounts, reporting structure, and KPI framework so your numbers tell the truth about the business, on demand, not just at year-end.
Is this you?
Your chart of accounts was set up years ago and no longer matches how the business is actually organized.
You are preparing for a lender review, audit, or investor diligence process and your reporting is not ready for it.
You run more than one entity or system and the consolidated numbers do not reliably tie out.
What's included
Capital structure & chart-of-accounts review
Once, at engagement start · Written report
Reporting architecture design (KPI & dashboard framework)
Once · Framework document
Systems & integration review across your accounting stack
Once · Working session + memo
Lender- or investor-readiness package
Once, where applicable · Reporting package
Handoff documentation & playbook
Once, at close-out · Playbook document
What's not included
- This is a one-time structural build, not an ongoing finance-leadership relationship — for recurring monthly leadership, see Virtual CFO Services.
- We do not prepare or file tax returns as part of this engagement.
- Ongoing bookkeeping and payroll processing are separate services (see our monthly accounting plans).
How it works
- 01
Current-state audit
We review your existing chart of accounts, reporting cadence, and systems against how the business is actually run today.
Weeks 1-2
- 02
Architecture design
A new reporting structure and KPI framework is designed around the decisions you actually need to make.
Weeks 3-4
- 03
Build & documentation
The new structure is built out and documented, including any lender- or investor-readiness package needed.
Weeks 5-6
- 04
Handoff & training
Your team is walked through the new structure and playbook so it runs without us in the room.
Week 7
Credentials & Trust
Ledgify Solutions LLC
Walnut Ridge, AR 72476
+1 (870) 202-6004
info@ledgifysolutions.com
How we protect your data
- Encryption
- Client data is encrypted with AES-256, both in transit and at rest.
Engagement model
Custom-scoped engagement, priced after a discovery call
Financial Architecture is scoped around the number of entities, systems, and reporting outputs involved, then quoted in writing before any work begins. Ask during your consultation for a range based on comparable engagements.
Who this is for
- Businesses preparing for a funding round, lender review, or audit
- Companies whose reporting structure no longer reflects how the business actually operates
- Businesses integrating multiple entities or systems whose consolidated numbers do not reliably tie out
Who this isn't for
- Businesses wanting an ongoing fractional CFO relationship rather than a one-time structural build (see Virtual CFO Services instead)
- Businesses that only need monthly bookkeeping with no structural reporting issue
Frequently Asked Questions
Related consulting modules
Pairs well with
Ready to talk?
This page describes financial reporting and systems consulting. It is not tax return preparation, and it is not investment or securities advice.