Ledgerly Financial Services
A subsidiary of Peridot Consulting Services, LLC
A subsidiary of Peridot Consulting Services, LLC
• Monthly & quarterly reconciliation Â
• Monthly Financial Reporting Packages Â
• QuickBooks Online support from an Advanced ProAdvisor
• Ideal for small businesses, freelancers, and startups
• Personal & self-employed tax preparation (excludes S-corp)
• Year-round tax planning available
• IRS compliant & e-filing capable
• Services provided by a licensed CPA
Hello! I’m Tera Butler, a licensed CPA with over 20 years of experience helping individuals and small businesses achieve financial peace of mind. At Ledgerly Financial Services, a subsidiary of Peridot Consulting Services, LLC, we combine accuracy, efficiency, and integrity — so you can focus on running your business while we handle the numbers. We also support your personal financial needs with budgeting support and individual tax filings.
Let’s talk about how we can support your bookkeeping and/or tax needs. Use the form below to request a call, or choose a time using our scheduling tool.
đź“§ Email: tax@ledgerlyfinserv.com or bookkeeping@ledgerlyfinserv.com
📞 Phone: (614) 907-1986 Â
📍 Location: Remote & In-Person Appointments (by request) Â
đź•’ Hours: Monday – Friday, 9 AM – 6 PM Â