Tel: 830-992-5699
About
Ledger Financial is a boutique bookkeeping firm supporting small to medium-sized businesses through expert, personalized bookkeeping services. We simplify bookkeeping so business owners can focus on growing their business.
Ledger Financial is led by Tracy Staats, CFO and owner, who brings deep financial expertise to every client engagement. With a BBA from Texas State and an MBA from LSU, Tracy has held positions ranging from controller to corporate CFO. She provides tailored bookkeeping and CFO-level guidance designed to meet the specific needs of small to mid-size businesses and drive their financial success.
Services
At Ledger Financial, we specialize in simplifying the complexities of accounting, so business owners can focus on growing their business.
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Month End Accounting Services
Month end accounting services ensure all transactions are recorded and reconciled each month, delivering reliable financials for your business. This saves you time and equips you with the insights needed to make informed decisions.
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Recording bank & credit card transactions
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Monthly account reconciliations
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Monthly financial reporting
Best for: Small businesses, individuals, and sole proprietors who do not have payroll or handle payroll independently.
02
Day to Day Bookkeeping Services
Get weekly or bi-weekly support with your accounts payable and accounts receivable processes. We provide real-time financial figures and bank balances so you can make informed decisions for your business.
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Recording bank & credit card transactions
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Monthly account reconciliations
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Monthly financial reporting
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Accounts payable management & bill pay
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Accounts receivable oversight
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Payroll
Best for: Businesses that need financial information more frequently than monthly, invoice clients regularly, and manage bills from multiple vendors.
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Ongoing Support
If you're looking for a personal business consultant for your small business or need someone to oversee your current accounting staff, this option is for you. We provide ongoing oversight, training, and support as needed.
You Run Your Business. We'll Run Your Books.
Expert bookkeeping that small business owners across Texas depend on—
month after month, year after year.
What Our Clients Say
"Tracy has been an exceptional partner in managing our payroll needs. Her attention to detail, consistent accuracy, and dependable follow-through give us complete confidence in every cycle. She communicates clearly, is always accessible, and handles each task with efficiency and professionalism. We truly appreciate the level of service she provides."
Kelly L - High Crest Capital
"Tracy Staats has been an incredible addition to several of our businesses. She handles all bnb payments/HOT taxes and payroll so I don’t have to. She has been an integral part in our larger businesses - payroll/tips, tabc reports and filing, P&L and financials. I recommend Tracy if you have a business, or businesses and need to implement bookkeeping services. She is reliable, honest, dependable and very knowledgeable. in all facets of businesses in our area!!! 10 out of 10 recommend."
Danielle E - jkeranch
I have had the pleasure of working with Tracy Staats across several local businesses over the past five years, and I can confidently speak to her exceptional professionalism and financial acuity. Tracy is not only highly skilled in her work, but she also collaborates with ease, communicates clearly, and consistently brings a positive, pleasant, and accommodating attitude to every interaction. Her reliability, integrity, and depth of knowledge make her an invaluable partner in any financial setting. I would highly recommend Tracy’s services with full confidence and the highest praise. Anyone fortunate enough to work with her will find her expertise and demeanor to be truly outstanding.
Heather C - Longneck Manor
Tracy Staats has been an invaluable asset to our business. She streamlined and organized the finances for our three business units and our personal accounts, saving us countless hours. As a small business owner juggling marketing, scheduling, partnerships, and everything in between, bookkeeping is the one thing I don’t have time, or the aptitude, for. Thankfully, Tracy does. She’s thorough, detail-oriented, efficient, and truly a pleasure to work with.
Holly S - Enchanted Fredericksburg Ranch & Glassblowing
Downloads & Forms
Accounting
Bookkeeping
Consulting