At LedgerLogix, we provide strategic financial guidance to help business owners optimize performance, ensure compliance, and navigate key 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.

With over 60 years of combined experience, our team brings deep industry insight to every engagement. Partners Todd Pfister and Tom Paquette have worked together for nearly two decades, co-founding LedgerLogix in 2013 with a commitment to delivering expert financial advice that drives real results. Today, we are known for our client-first approach, helping businesses make informed financial decisions with confidence.

Our services cover five essential areas:

Bookkeeping & Financial Oversight – Keeping your financial records accurate and organized.
Controllership Services – Strengthening financial controls and reporting.
CFO-Level Guidance – Strategic financial leadership to drive business decisions.
Business Valuation – Providing clarity on your company’s worth.
Transaction Advisory – Helping you navigate complex financial transitions.
Collaboration is at the core of what we do. We work closely with business owners, internal teams, and trusted advisors to develop seamless financial strategies. Our strong network of professionals across banking, legal, and financial consulting further enhances the expertise and resources available to our clients.

At LedgerLogix, we go beyond financial management—we’re committed partners in your business success.

Accounting

Consulting

Finance

LedgerLogix

Org chart

Teams

Offices