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From Startup to Legacy: Your All-in-One Financial Coach

Discover the power of integrated financial coaching across bookkeeping, tax, risk, investments, and exit planning.
Key performance indicators are the health monitors for your business. Download 5 KPIs Every Business Owner Should Know (But Often Doesn’t)
Download the Guide
Your books are the foundation for your business.
Tax Advisory
Risk Management
Financial Planning
Exit Planning Strategy

Our world has changed dramatically in the digital era. There is an overabundance of financial information that can lead to:

  • Costly mistakes...
  • Missed opportunities...
  • Confusion...
  • Sleepless nights...
Imagine a future where your financials transform from confusing reports to powerful growth tools.
Download the Guide

Join the many business owners who transformed financial confusion into clarity.

"Thanks for great service and advice."
Occupational Therapy Practice
Owner
I enjoy working with the team. My questions are answered promptly, and I always believe my best interest is pinnacle in all our conversations."
Risk Management Service Provider
Owner
"They have provided me with seasoned financial management experts and the value provided goes well beyond the basic bookkeeping and controller functions."
Technology Technical Services Provider
CEO
"I could not keep up with our growth without their leadership and support. I have found them to be proactive in understanding our business, its accounting and reporting requirements and engaging with staff, auditors and legal counsel as needed for the betterment of our accounting and audit processes. It is truly a pleasure to have them on our team. "Thank you" does not cover it.....but "Thank you!"
International Not-for-Profit
COO
"They are competent, technical experts and ready to address spur-of-the-moment or routine issues. They are extremely responsive, cognizant of the need for quality in their work and experts in their field. It is truly a pleasure to have them on our team."
International Not-for-Profit
COO

Key performance indicators are the health monitors for your business. Download 5 KPIs Every Business Owner Should Know (But Often Doesn’t)

Download the Guide

We understand the challenge of navigating complex landscapes, because we’ve been there.

Our founder’s journey from startup to success across several businesses led to a proven blueprint for business prosperity that we use today. We are not just accountants; we are your strategic partners, providing clarity and guidance you need to thrive. It’s that simple
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Here’s how we do it:

1

Schedule a Conversation.

Let’s blueprint your financial needs.
2

We execute the plan.

We’ll lay the groundwork and start building your financial structure.
3

You build your future.

Watch your financial foundation strengthen and you focus on building our community’s future.
Schedule A Conversation

Ready for simple, integrated financial and business guidance?

At Sledge Advisory, we know you want clarity, guidance, and assurance when it comes to your business financial and path to profitability.

The problem is that there is an overabundance of information available to business owners. How do you know what is important, and how do you integrate the best financial insights into every area of your business? It can be confusing, even overwhelming.
We offer a unique 5-part framework, starting with solid bookkeeping as the foundation. From there, we guide you through tax advisory, risk management, investments, and exit strategy planning
Services

Accurate Bookkeeping

Strategic Tax Advisory

Risk Management

Financial Planning

Exit Planning

Tools

Resources for business owners

Insights for Business Owners

Contact Information

(540) 421-7824

jsledge@sledgeadvisory.com

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Ready for simple, integrated financial and business guidance?

At Sledge Advisory, we know you want clarity, guidance, and assurance when it comes to your business financials and path to profitability.

The problem is that there is an overabundance of information available to business owners. How do you know what is important, and how do you integrate the best financial insights into every area of your business? It can be confusing, even overwhelming.

We've been there - taking a business from scratch to over 7 figures, facing the same challenges you're experiencing now. We know how it feels to be overwhelmed by information, struggling to integrate financial data into your day-to-day operations.

Our mission is simple: to bring clarity to your financial life and help you transition from being the “doer” to working strategically on your business. We believe that no business owner should feel stressed about not understanding their KPIs or how they affect operations, sales, and marketing.

We offer a unique 5-part framework, starting with solid bookkeeping as the foundation. From there, we guide you through tax advisory, risk management, investments, and exit strategy planning. Our integrated approach ensures that every aspect of your financial life is working harmoniously towards your goals.

Here’s how we do it:

  1. Schedule a consultation.
  2. Together, we sit down and customize a plan for your business and life journey. Then, we execute.
  3. Enjoy what peace of mind actually feels like.

And, in the meantime, download 5 KPIs Every Business Owner Should Know (but often doesn’t). So you can stop feeling like a hostage to your stress and start enjoying the business journey you’re on.

Schedule A Conversation