Ledgerline Advisory

Outsourced FP&A and sponsor-grade monthly reporting

Chicago, ILFounded 2014140+ portfolio clients

About

Ledgerline builds the finance function a new sponsor expects in the first 100 days: a 10-day close, a 13-week cash flow, and a board package that reconciles to the model. Teams are staffed with former Big Four and portfolio controllers.

Value proposition

A sponsor-ready finance function in 100 days without hiring a full team.

Pricing

Monthly retainer, $18–35K/mo depending on entity count.

Preferred pricing available to the sponsor and its portfolio companies.

Key services

Month-end close
13-week cash flow
Board & lender reporting
Budget & reforecast

Verified portfolio executives only

What your peers say

CFO

CFO · $80M industrial distribution

Backed by a lower middle market buyout fund

Aug 2026

“Got us to a 9-day close before our first board meeting”

We were closing in 25 days with a QuickBooks file and a spreadsheet. Ledgerline had a controller embedded within a week and rebuilt the board package so it tied to the sponsor's model. Our operating partner stopped sending follow-up questions after month two.

Watch out for: Their senior people are excellent, but make sure the staff accountant they assign has worked on your ERP.

CEO

CEO · $45M healthcare services

Backed by a growth equity

May 2026

“Took finance off my plate”

As a founder who just took sponsor money, I had no idea what a lender compliance certificate was. They handled it and taught my team along the way.

Watch out for: Pricing creeps when you add entities. Lock the scope for each add-on before you start.

CFO

CFO · $140M business services

Backed by a middle market buyout fund

Feb 2026

“Strong 13-week cash flow work during a covenant crunch”

When we got close to a covenant, they built a 13-week cash flow the lender trusted. That alone bought us a quarter.

Watch out for: Less useful for strategic FP&A. Use them for close and reporting.