Outsourced Accounting & Finance Department · Omaha, NE
Your finance department,
without the overhead.
Principal-led accounting, controller oversight, and financial advisory for small businesses and middle-market companies — the complete finance function you need, without the cost of building an internal team.
Month-End Close · Financial Reporting · Cash Flow Management · Strategic Advisory
$15M+
Revenue Managed Annually
20+
Businesses Served
4
Practice Areas
Multi-State
Compliance Coverage
Principal-Led
Led by a principal with equity-level accountability
Month-to-Month
No long-term contracts. We earn your business every month.
Cloud-Native
Automated systems that scale without adding headcount
Multi-State
Compliance coverage across state lines
What We Do
Your complete
finance department.
We don't sell a single service. We deliver the full accounting and finance function — from daily transaction management to board-level strategic advisory — all under one roof, all principal-supervised.
Accounting Operations
The day-to-day foundation that keeps your numbers accurate and current.
- Transaction coding & entry
- Bank & credit card reconciliation
- Accounts payable & receivable
- Payroll processing & oversight
- Vendor & customer management
Financial Reporting
Real-time visibility into your business — not just a year-end summary.
- Month-end close
- Profit & Loss + Balance Sheet
- Cash flow reporting
- KPI dashboards & variance analysis
- Custom management reporting
Controller Oversight
Principal-level review ensuring every number is audit-ready.
- Quality control & review
- Compliance monitoring
- Audit preparation & support
- Grant & restricted fund tracking
- Multi-entity consolidation
Strategic Advisory
CFO-level guidance to help you make decisions, not just report history.
- Cash flow forecasting
- Budget & scenario modeling
- M&A due diligence support
- Board-level financial reporting
- Growth & scale planning
Practice Areas
Four pillars.
Zero compromise.
Sector-specific financial infrastructure designed for the complexity each industry demands.
Construction & Trades
We speak the language of the job site.
Digital Commerce
We bridge marketing spend and your bank balance.
Nonprofits & Public Sector
Ironclad transparency for board-level governance.
Professional Services
We build the financial infrastructure for professional firms.
Technology & Systems
We replace legacy with
automated infrastructure.
Legacy Approach
LedgerLogic Approach
Spreadsheet-based reconciliation
Auto-matched bank feeds with anomaly detection
Monthly manual invoicing
Automated AP/AR with Bill.com workflows
Paper-based job costing
Real-time project margin dashboards
Year-end scramble for 1099s
Continuous compliance monitoring
Sector Intelligence
Sector solutions.
Measured results.
Construction
Protecting Project Margins for General Contractors
We implement granular job-costing systems that track every material draw and man-hour against budget in real-time. When the Smith Plaza project went 5% over on materials, our WIP reporting flagged it before it impacted the quarterly close.
Digital Commerce
Optimizing LTV:CAC for Scalable Ad Spend
When CAC dropped from $55 to $42 due to improved creative, our dashboards immediately showed the impact on the 3-month LTV ratio. We identified the 3.4:1 window that unlocked safe scaling of the monthly ad budget by 40%.
Nonprofits & Public Sector
Ensuring DHHS Grant Compliance Before the Auditor Arrives
With 65% grant utilization and 4 months remaining, our tracking system identified the Admin cost ratio was 2.5% below the DHHS cap—allowing strategic reallocation of $3,000 into Direct Labor to serve the waitlist. That's fiduciary governance in action.
Professional Services
Building Financial Infrastructure for Professional Firms
A growing professional services firm was reinvesting everything back into operations without visibility into true partner economics. We implemented revenue recognition tracking, formalized partner compensation, and built a 90-day cash flow forecast—unlocking a $150k credit line within 6 months.
The Difference
Why not a traditional
CPA firm?
Traditional accounting firms were built for compliance. LedgerLogic was built for operators. Here's the difference in practice.
Traditional CPA Firm
LedgerLogic
Engagement Model
Annual tax prep and compliance — reactive, after the fact
Ongoing monthly advisory — proactive, forward-looking
Who You Work With
Junior staff handle your books; partner appears at year-end
Principal-led engagement with dedicated account support
Business Perspective
Technical accountants with no ownership experience
Operator and equity partner who has signed the back of the check
Reporting
Year-end financial statements — often 60-90 days late
Monthly close with real-time dashboards and KPI tracking
Technology
Legacy desktop software; manual data entry
Cloud-native ecosystem with automated bank feeds and integrations
Client Meetings
Annual year-end review — if that
Monthly financial review calls with actionable insights
Strategic Value
Compliance-focused — tells you what happened
Decision-focused — tells you what to do next
"A CPA files your taxes. An outsourced finance department builds the engine that makes your business worth filing for."
— Robert Peters
Our Process
Structured engagement.
Measurable outcomes.
Our structured process ensures your financial management is accurate, timely, and tailored to your needs.
The Principal
Robert Peters
Founder & Principal
Financial Analyst
Federally Qualified Health Center
Equity Partner
Multimillion Dollar HVAC Enterprise
MBA Candidate
Graduate Business Studies
FMVA®
Financial Modeling & Valuation Analyst
Operator, analyst,
and equity partner.
LedgerLogic is led by Robert Peters, who brings an uncommon combination of professional financial discipline and real-world ownership experience to every engagement. His career spans public accounting at a CPA firm — building the technical foundation in audit readiness, compliance, and financial statement integrity — to serving as a Financial Analyst at a Federally Qualified Health Center, managing complex grant-funded budgets, federal compliance reporting, and multi-program cost allocation.
As an equity partner in a multi-million dollar HVAC enterprise, Robert doesn't just advise on financial strategy — he lives it. Our team brings that same operational perspective to every engagement: understanding job costing, payroll burden, cash flow timing, and the pressure of signing the back of the check.
Currently pursuing his MBA, Robert leads a team supporting 20+ businesses — overseeing more than $15M in combined annual revenue across four distinct industry sectors.
"We exist because growing businesses deserve the same financial discipline as the companies acquiring them."
— Robert Peters, Founder & Principal
20+
Businesses Served
$15M+
Revenue Overseen Annually
4
Industry Practice Areas
Multi-State
Compliance Coverage
The Accounting Team
Dedicated professionals.
Supervised at every step.
Our accounting team handles the day-to-day operational work that keeps your books accurate, current, and audit-ready. Every task flows through a defined workflow, reviewed and approved by our Principal before it reaches you.
This structure ensures professional-grade accuracy without the cost of a full-time in-house team — giving you the benefit of a staffed accounting department under principal-level oversight.
Transaction Coding & Entry
Daily categorization and posting of all income, expenses, and transfers across your accounts.
Bank & Credit Card Reconciliation
Monthly reconciliation of all accounts against bank statements to ensure zero discrepancies.
Accounts Payable & Receivable
Tracking outstanding invoices, processing vendor bills, and managing payment workflows via Bill.com.
Payroll Processing Support
Coordinating payroll runs with Gusto or ADP, reconciling payroll liabilities, and posting journal entries.
Month-End Close Support
Preparing supporting schedules and workpapers so every close is clean, documented, and principal-reviewed.
Three ways to work with us
Month-to-month. No long-term contracts.
Foundation
Clean books and compliance fundamentals for owner-operated businesses ready to get organized.
- Monthly accounting & reconciliation
- Profit & Loss + Balance Sheet
- Cash flow summary report
- QuickBooks or Xero management
- Annual 1099 preparation
- Quarterly check-in calls
- Email support
Growth
Controller-level oversight for scaling businesses that need professional-grade reporting and KPI dashboards.
- Everything in Foundation
- Job costing or LTV/CAC dashboards
- Monthly financial review call
- KPI reporting & variance analysis
- AP/AR workflow management
- Payroll oversight (Gusto / ADP)
- Grant or compliance tracking
- Priority support
Strategic
Full fractional CFO engagement for businesses preparing for growth, acquisition, or audit.
- Everything in Growth
- Board-level financial reporting
- Monthly strategic advisory calls
- Budget & forecast modeling
- Debt & equity readiness prep
- M&A financial due diligence support
- Multi-entity consolidation
- Dedicated principal access
* All engagements are month-to-month. Scope and investment are determined during your consultation based on business complexity and service depth required.
Client Outcomes
Results that speak
for themselves.
The team came in and completely restructured how we track job costs. We went from guessing our margins to knowing them within 24 hours of a project close. That visibility changed how we bid.
M. Carlson
Owner, General Contracting Firm — Omaha, NE
We were spending $40k/month on ads with no real idea if it was working. LedgerLogic built dashboards that tied our ad spend directly to net margin. We cut spend by 20% and actually grew profit.
J. Rivera
Founder, DTC E-Commerce Brand — Omaha, NE
Our DHHS audit came back clean — first time in three years. Having someone who actually understands restricted fund accounting made the difference. The board finally trusts our financials.
D. Thompson
Executive Director, Nonprofit Organization — Council Bluffs, IA
I was mixing personal and business finances and had no idea what the business actually made. Within 90 days we had clean books, a real salary for me, and a credit line approved. Night and day.
M. Crayton
Managing Partner, Professional Services Firm — Odessa, TX
Not sure which fits your situation?
If you're a business owner
You've built something real. But financial clarity feels out of reach.
- Complete financial function: monthly accounting, reporting, and strategy
- Principal-led engagements — not delegated to junior staff
- We find margin leakage and inefficiencies that pay for the service many times over
If you're scaling fast
Revenue is growing but your financial infrastructure can't keep up.
- Month-end close in days, not weeks
- Real-time dashboards and KPI tracking tailored to your model
- Cloud-native systems that scale without adding headcount
If you need audit readiness
A lender, investor, or acquirer is asking for clean financials.
- Audit-ready books and supporting workpapers every month
- Board-level reporting and variance analysis
- M&A due diligence and multi-entity consolidation support
Let's see what's possible.
No commitment. No hard sell. One conversation.
FAQ
Common questions,
straight answers.
Still have questions?
We'll give you a straight answer — no sales pitch.
Schedule a Consultation
Begin the conversation.
Tell us about your business — or if you prefer, just email or call directly.
Prefer to skip the form? rpeters@ledgerlogicllc.org or (402) 968-2363
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