Our Process

Strategic, Simple, and Built for Results

At Ledgerly, we believe proactive planning beats reactive scrambling. That’s why we’ve designed a client experience that prioritizes clarity, speed, and real value—every step of the way. Here’s how our process works:

Step 1: Onboarding & Setup

We kick off with a streamlined onboarding experience:

Sign the Engagement Letter
Set up your secure client portal in TaxDome
Submit your first payment
Receive your initial document request list

Your financial life starts getting organized—right from the jump.

Step 2: Comprehensive Strategy Consultation

This is the cornerstone of everything we do.

A deep-dive, 2-hour Google Meet session led by one of our partners

We analyze your income, debt picture, entity structure, goals, risks, and opportunities

You walk away with a Tri-Fecta™ Strategy, action plan, and clear next steps
💰 Investment: $1,500
➡️ Credited toward your advisory package if you move forward
🔁 100% Refundable within 24 hours if you don’t see the value—no hard feelings, but no second chance either