Most small businesses are quietly losing thousands a month they can't see — in fees, pricing, unbilled work, and waste. We're the outsourced financial analyst who finds it, recovers it, and helps you keep it.
Find My LeaksFind the money.
Recover the money.
Keep the money.
Two steps: first we find the money you're losing, then we recover it and keep it from leaking again — every month. Simple, and it pays for itself.
We go through your last six months line by line and find exactly where money is leaking — then hand you one number: roughly what you're losing each month.
We take over your numbers, recover the leaks we found, and catch new ones before they cost you. Your outsourced finance team, on call — no setup fee.
Not sure where to start? Send a quick inquiry and we'll point you to the right step.
Revenue looks fine, clients are paying — yet there's never as much left at the end of the month as there should be. That's because profit leaks quietly: forgotten subscriptions, creeping fees, underpriced work, slow collections, overpaid tax. Small drips that add up to thousands a month.
Most owners never find them, because no one is looking. That's the job we do.
We go through your last six months line by line and find exactly where money is leaking — then hand you one number: roughly what you're losing each month, and the plan to recover it. When we save you more than we cost, we're not an expense. We're a return.
We go through your last six months and find exactly where money is leaking, then hand you one number: roughly what you're losing each month, and the plan to recover it.
We take over your numbers, recover the leaks we found, and catch new ones every month — a one-page profit report and a strategy call, no setup fee. Cancel anytime.
Start with just the Leak Review if you want. If the numbers make sense, continue to the monthly retainer — and cancel anytime. You're always in control.
LedgePoint Advisory was built to help small business owners gain financial clarity and make better decisions with their numbers.
Big companies have a finance team whose entire job is to find waste and protect margin. Small businesses can't afford that — so no one is looking, and the money leaks. LedgePoint is that finance team, outsourced: we go through your numbers, find what you're losing, and help you recover it.
Every engagement is built around your business — your structure, your goals, your books, messy or clean. We don't hand you more spreadsheets to manage. We hand you found money and a plan to keep it.
LedgePoint was founded by Sobhan, who comes from a background in capital markets and fixed-income trading — a world where decisions are made on precise reading of the numbers and nothing else. That same discipline is what most small businesses are missing: not more data, but a sharp, honest read of what the data is telling them. LedgePoint brings institutional-grade financial rigor to businesses that have never had access to it.
Give us six months of numbers and we'll show you exactly where money is slipping away — and what it adds up to. No cost to find out.
Tell us about your business and what you want more clarity on. We'll follow up to discuss the right next step.
A one-time deep review of your last six months. We find exactly where money is leaking and hand you one number — roughly what you're losing every month, and the plan to get it back.
Every business leaks money it can't see — forgotten subscriptions, creeping fees, underpriced work, slow collections, overpaid tax. Small drips that add up to thousands a month, because no one is looking for them.
The Leak Review is us looking. We go through your last six months line by line, find every leak we can, and total it into one number: roughly what you're losing each month. Then we hand you the plan to recover it. It's the proof, in your own numbers, of exactly what we can do.
We analyze how your revenue has moved month over month, identify patterns, and flag anything that may be affecting top-line performance.
Every expense category is reviewed for trends, anomalies, and opportunities. We flag costs that have grown without explanation.
We calculate gross and net margins across your reporting period and identify where margin compression is occurring.
Supplier pricing, recurring software costs, and service contracts are reviewed for unnecessary spend and renegotiation opportunities.
Payroll, overtime, contractor costs, and staffing ratios are analyzed relative to revenue and industry benchmarks.
We map how money is moving in and out of your business and identify where cash flow pressure may be building.
Every Leak Review produces a concrete set of findings you can act on immediately — the leaks, the dollar total, and the plan to recover it.
A 5–7 page written analysis of your cash flow patterns, margins, and the issues holding profit back — in plain language, specific to your business.
A clear summary of where money is being lost, which costs are too high, and where margins are under pressure.
A prioritized list of cost reduction and margin improvement opportunities with estimated dollar impact for each.
A practical, step-by-step roadmap showing exactly what to address first and what to monitor going forward.
A dedicated walkthrough of every finding, recommendation, and next step — so nothing is left unclear.
An assessment of whether your current pricing supports profitability and where adjustments may be warranted.
The Leak Review is designed to be effortless on your end. We handle the analysis — you just connect your accounts once.
We start with a short call to understand your business, what you're dealing with financially, and what you want more clarity on. This helps us tailor the audit to what matters most for your situation.
You provide access to your Profit & Loss statements, balance sheet, general ledger, or QuickBooks exports for the past 6–12 months. Bank statements and vendor lists are also helpful but not required.
We organize your financial data into a clean, readable picture of revenue, expenses, margins, and cash flow — the foundation for the full analysis. Messy books are fine; that's part of the job.
We dig into every area of your financials — expenses, margins, vendors, labor, subscriptions, pricing, and cash flow — looking for where money is going and where it shouldn't be.
You receive the full list of leaks we found, the monthly dollar total, and a prioritized recovery plan. We then walk through everything together on a findings call.
If you continue within 30 days, your full $1,500 credits toward your first month of the retainer — where we connect everything and begin recovering the money we found, month after month.
Your outsourced finance team, on call every month. We maintain your numbers, recover the leaks we found, and catch new ones before they cost you — so the money stays in your business, month after month.
Finding the money once isn't enough — because a business doesn't leak money once. It leaks continuously. Subscriptions creep back. Prices drift out of date. New vendors overcharge. Margins slip when costs rise and no one adjusts.
Profit Monitor is the ongoing watch. Every month we recover more of what we found, catch the new leaks before they cost you, and keep your numbers tight — the way a big company's finance team protects margin full-time.
It's for owners who want a finance person in their corner every month: someone who actually understands their numbers, flags issues early, and is one message away when a money question comes up.
Your financial dashboard is refreshed every month with current data so you always have an accurate, up-to-date view of your business performance.
We track every major expense category month over month, flagging increases, new costs, and any trends that may be affecting your margins.
Monthly cash flow is reviewed so you always understand how money is moving through your business and where pressure may be building.
We work through the leaks we found each month, tracking what's been recovered and what it's putting back in your pocket.
As your business evolves, new cost reduction and margin improvement opportunities emerge. We surface them every month before they become missed opportunities.
A dedicated monthly call to walk through the latest numbers, discuss findings, answer questions, and align on financial priorities for the month ahead.
Profit Monitor is the right fit if any of these sound familiar.
You don't want to wait until year-end to understand how your business is performing financially.
You've identified the issues and want to stay accountable to the action plan with monthly support.
Staffing, vendors, pricing, and expenses shift regularly and you want someone tracking it all.
You're planning to hire, expand, or invest and want a clear financial foundation before making big decisions.
You want someone in your corner who knows your numbers and can help you think through financial decisions.
Margin improvement isn't a one-time fix. Profit Monitor keeps the pressure on every month so progress compounds.
Profit Monitor is designed to be low-effort on your end. Each month follows a simple, consistent process.
At the start of each month, you share your latest financial exports — P&L, expenses, and any other relevant reports. This typically takes less than 10 minutes on your end.
Your financial dashboard is refreshed with the latest data so everything is current, accurate, and ready for review.
We analyze the month's numbers — expenses, margins, vendors, labor, subscriptions, and cash flow — comparing against prior months and your financial targets.
You receive your updated dashboard and a summary of findings. We then connect on a monthly strategy call to walk through the numbers and align on priorities for the month ahead.