HR consultancy · LedgerLift client
Utilisation, billing and a budget the team owns
A consultancy that sold its people's time had no reliable view of how that time was used or billed. We built utilisation reporting from the time-tracking system into a weekly deck for the CEO, drove the monthly billing run from the same data into draft Xero invoices, and rebuilt the budget on utilisation targets per person. The plan and the weekly numbers now describe the same business.
Multi-state employer · LedgerLift project
A national payroll tax review
Staff across several states, payroll tax paid as if everyone was in one. We rebuilt the liability by state and year from the payroll data, tested the contractor arrangements, reconciled every return, and left a monthly accrual running. Any business with crews or staff across state lines carries the same risk.
Global manufacturer · Jared's career
Four years of on-time reporting
Sales reported by working day 2 and the full P&L and balance sheet by working day 7, every month for four years, including the monthly commission and customer-rebate calculations. The same discipline runs every LedgerLift close.