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About

Business owners shouldn’t have to feel confused about the right financial decisions to make for their business or personally.

Where Clarity and Simplicity Meet

At Sledge Advisory, we are committed to designing a clear and simple blueprint for your success. Not your typical accountants in the traditional sense, we are your financial partners who cut through noise and confusion to empower you with confidence in the decisions you make.
Our team’s deep expertise, combined with a passion for helping businesses thrive, sets us apart in the industry. We take the time to understand your unique challenges and aspirations, allowing us to craft personalized strategies that lead to sustainable growth.

Our mission is to provide integrated financial advice that empowers business owners to grow their assets and experience lasting peace of mind. At the heart of everything we do is a steadfast commitment to integrity - we operate with the highest level of honesty and transparency, ensuring that your financial well-being is always our top priority.
We are driven by a pursuit of excellence, consistently going above and beyond to deliver results that not only meet but exceed your expectations. Collaboration is key to our approach; we believe the best outcomes are achieved when we work closely with our clients, fostering strong partnerships built on trust and mutual respect.

With Sledge Advisory, you can be confident that your financial future is in capable and caring hands.

Jerry Sledge

Founder, Sledge Advisory
Jerry Sledge is dedicated to empowering business owners with a clear, simple, yet strategic financial blueprint to maximize the value of their businesses. Unlike many CPAs, Jerry’s approach is that of a financial coach, guiding entrepreneurs to optimize their business and personal financial health.

With extensive experience in start-ups and high-growth companies from local to global reach across service and manufacturing sectors, Jerry's integrated approach ensures that financial insights are seamlessly connected to operational, marketing, and strategic decisions.

A licensed CPA in North Carolina and Virginia, Jerry has a unique ability to distill complex financial matters into actionable strategies. His expertise and experience spans financial areas such as financial reporting, management accounting, GAAP, and internal controls, but also other functional areas impacting financial outcomes. This “cross-functional” perspective helps provide a comprehensive and clear path to growth and success.

At Sledge Advisory, Jerry focuses on delivering simplicity, clarity, and integrated financial advice, offering more than just "number-crunching" by connecting financial data to the real-world decisions that drive business growth.

Vision

To provide integrated financial advice that empowers business owners to grow their assets and experience peace of mind. To build an integrated financial services business that serves as the foundation for lifelong decisions for growing business owners.

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