One-Time Consultations
Expert Guidance, On Demand
Not ready for a long-term advisory plan—but still need expert insight? We’ve got you covered. At Ledgerly, we offer one-time strategy sessions and specialized consultations tailored to your most pressing tax, accounting, or business questions.
These aren't generic Q&A calls. They're targeted, actionable deep-dives with licensed professionals who know how to help business owners move forward.
Use a Consultation to...
Determine if your current entity structure is costing you thousands ⚖️
Get expert bookkeeping help so you can spend less time on admin tasks and more time making money 💸
Learn step-by-step strategies to save you thousands 🤑
Tap our expertise and start your business right the first time—and skip the headaches later 🚀
How It Works
🔍 Pick Your Topic
Let us know what you want to focus on—tax, business structure, bookkeeping, cash flow, or a mix.
📂 Complete Onboarding
Set up your portal, sign your engagement letter, pay, answer a questionnaire, and upload any relevant documents.
🗓️ Book Your Session
You'll meet with one of our Partners via Google Meet.
Sessions typically last 1-2 hours.
📥 Walk Away With Clarity
You’ll receive:
✔️ A call recording
✔️ Recap notes
✔️ Relevant resources or templates
✔️ A clear next-step plan
