How Ledge Supported a Senior Home Care Franchise Owner’s Financials

In this case study, we’ll explore how Ledge Accounting provided her with peace of mind, reliable monthly financial reporting, and responsive communication that kept her business on track.

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Background: From Real Estate to Senior Home Care

This franchise owner had experience managing finances for her husband’s real estate business, but it hadn’t been smooth sailing. After setting up QuickBooks Online herself, she faced errors that had to be cleaned up by her accountant. Reflecting on that experience, she admitted:

“Our accountant told me I had done the worst job of any client he’d ever had. That’s when I knew my skills were limited, and I wanted to have it set up properly from the very beginning.”

When she opened her senior home care franchise, she reached out to Ledge Accounting based on recommendations. By choosing Ledge right at the start, she ensured her financials were accurate and organized from day one.

The Problem: Why She Needed Help

For a growing senior home care business, managing financials can quickly become overwhelming. Here’s what the franchise owner struggled with:

1. Past Experience with Financial Errors:
   After her difficult experience managing real estate bookkeeping, she wanted to avoid mistakes and start with a reliable system.
   
   
2. Complex Software and Systems:
   Her franchise used various platforms and software that needed to communicate with each other seamlessly. She needed assurance that all data would be accurate and properly integrated.
   
   
3. Limited Time and Expertise:
   Operating a senior care franchise meant juggling multiple responsibilities. She didn’t have the bandwidth—or confidence—to handle the financial side herself.
   

The Solution: Ledge Accounting’s Expert Support

When she partnered with Ledge Accounting, everything fell into place. Here’s how Ledge provided the expertise and clarity she needed:

1. Flawless Setup from Day One

From the moment she launched her franchise, Ledge set up her bookkeeping systems properly, ensuring everything was accurate and easy to manage.

“I reached out to you right at the start so that everything would be set up properly.”

2. Monthly Financial Reports

Ledge delivered timely and reliable monthly financial reports, providing a clear snapshot of her business performance. She never had to request or chase down reports—they arrived consistently on time.

“You sent the monthly review every single month, without me ever having to ask. I always knew exactly where I stood.”

3. Exceptional Response Time

Quick and reliable communication was one of the standout aspects of her experience with Ledge. Whether she had a question about her financials or needed clarification, she always received a fast response.

“If I had a question, I didn’t have to worry about waiting a long time for an answer. Whether it was you or a team member, I always got a quick response.”

4. Seamless Integration with Software

Ledge ensured that all of the franchise’s software and systems worked together smoothly. She never had to worry about data not syncing correctly or errors in her reports.

“There were a lot of moving pieces in the business, but I never had to worry about it because you made sure everything was coordinated and accurate.”

The Results: A Trusted Financial Partner

By partnering with Ledge Accounting, this franchise owner gained peace of mind and the ability to focus on growing her senior home care business. Here are the key results she experienced:

• Accurate Financials from Day One: With Ledge setting up her bookkeeping system, she avoided the mistakes of the past and had reliable financials from the start.
• Time Savings: She no longer had to spend time worrying about bookkeeping or troubleshooting software issues.
• Peace of Mind: With fast response times and consistent monthly reports, she trusted that her financials were always in good hands.

Her experience with Ledge was so positive that she now wants to bring them on to handle her husband’s real estate business as well.

“My husband is now asking me to talk to you about helping with his real estate accounting business. I’ve recommended you to multiple people, including other franchise owners.”

Why She Recommends Ledge Accounting

This franchise owner has no hesitation in recommending Ledge Accounting to others. Here’s why:

1. Fast and Reliable Communication:
   “If I ask a question, I don’t want to wait a long time for an answer. You always responded quickly, whether it was you or a team member.”
   
   
2. Timely Monthly Reports:
   “The monthly reviews always came on time, and I never had to ask for them.”
   
   
3. Flawless Coordination:
   “There were a lot of moving pieces in the business, but I never had to worry because you made sure everything was accurate.”
   
   

When asked if there was anything Ledge could have done better, her response was clear:

“I literally can’t think of anything. I’ve been very happy. I’ve got nothing but great things to say.”

About Ledge Accounting

At Ledge Accounting, we specialize in providing hands-free bookkeeping and monthly financial preparation for senior home care franchises, fitness studios, and other small businesses.

Here’s what we offer:

• Accurate Monthly Financials: Delivered promptly by the 7th of every month.
• Flawless Integration: We ensure all your systems and software work together seamlessly.
• Responsive Support: Get answers to your questions quickly and reliably.

Let Ledge Simplify Your Financials

Are you ready to stop worrying about bookkeeping and start focusing on growing your business? Let Ledge Accounting handle your financials with accuracy and care.

Book a Free Consultation today and experience the peace of mind that comes with expert financial management.