LedgerLogix Information

At LedgerLogix, we provide strategic financial guidance to help business owners optimize performance and navigate critical business transitions. Specializing in closely held Main Street and Middle Market businesses valued between $500,000 and $25 million, we deliver hands-on financial expertise to support both daily operations and long-term growth. Our leadership brings decades of hands-on experience in strategic finance, with a track record of helping companies scale, raise capital, and gain financial clarity in fast-moving markets. Partners Todd Pfister and Tom Paquette co-founded LedgerLogix in 2015 with a shared vision of delivering practical, results-driven financial leadership. Today, we’re known for our client-first approach—helping businesses make informed financial decisions with confidence. Our services cover five essential areas: ~Bookkeeping & Financial Oversight – Accurate, organized records that drive insight. ~Controllership Services – Strong financial controls and reporting clarity. ~CFO-Level Guidance – Strategic finance leadership for better decisions. ~Business Valuation – Clear, defensible valuations for planning or transactions. ~Transaction Advisory – Expert support during financial inflection points. Collaboration is at the core of what we do. We work closely with business owners, internal teams, and trusted advisors to develop cohesive financial strategies. Our strong network across banking, legal, and financial services extends the value we provide to every client. At LedgerLogix, we go beyond financial management—we’re committed partners in your business success.