Frequently Asked Questions

Who is Ledgion?

Ledgion is a fractional finance operations firm focused on helping businesses build stable, accurate, and well-managed financial systems. We place full-time Client Accounting Managers (CAMs) — experienced accounting professionals who handle your day-to-day bookkeeping and financial operations — and each engagement is supported by controller-level oversight to ensure accuracy, continuity, and strategic alignment. See our About Us page.

What makes Ledgion different from job boards, VA marketplaces, or staffing agencies?

Job boards and VA marketplaces leave the evaluation and management to you — you must screen applicants, assess skill level, test accounting knowledge, train them, and manage the work day-to-day. Placement agencies typically hand off a candidate and then step out of the engagement entirely.

Ledgion is different by design. We do not simply introduce talent. We build and maintain your finance function.

We place a full-time CAM who is already skills-tested, reference-verified, and trained in U.S. accounting standards and every engagement includes controller-level oversight to ensure accuracy, continuity, and ongoing accountability.

In short:

• Not a job board → We don’t leave you sorting through applicants.

• Not a staffing agency → We don’t disappear after the hire.

• Not a VA service → We provide financial operations, not task execution.

We deliver a managed accounting function, not just labor.

What makes Ledgion CAMs different from typical offshore bookkeepers or VAs?

We do not hire generalists. Our CAMs pass technical accounting evaluations, English and communication screening, reference checks, and workflow-based scenario assessments. Only the top candidates move forward. Every engagement includes controller review, which safeguards accuracy, prevents drift, and ensures that your financials stay clean and reliable over time.

How does onboarding work?

We guide you through a structured onboarding framework covering:

• Tools and platform access

• Workflow and task cadence

• Reporting timelines

• Documentation and process clarity

A controller oversees the initial setup to ensure your books are organized correctly and that responsibilities are clearly defined from day one.

Do you offer part-time support or only full-time?

We currently provide full-time engagements only. Clean, accurate accounting requires context, continuity, and proactive oversight — which is rarely achievable in part-time arrangements. Full-time CAM placements ensure ownership, consistency, and the ability to prevent issues rather than just react to them.

How do you ensure quality and accountability over time?

Each engagement includes controller involvement, periodic ledger reviews, and structured check-ins. We stay engaged — we do not simply "place and disappear." This continuous oversight protects financial accuracy and ensures that the work remains aligned with best practices as your business evolves.

How do you handle confidentiality and data security?

All CAMs and controllers sign a Confidentiality and Non-Disclosure Agreement. Work is performed directly within your accounting platforms, and we do not store your financial data outside your systems. Access rights remain under your control and can be revoked at any time.

What is a CAM?

A Client Accounting Manager (CAM) is a skilled accounting professional responsible for managing your ongoing financial operations — including reconciliations, revenue workflows, payables/receivables, reporting schedules, and maintaining clean books month-to-month. CAMs are not generalist VAs. They are tested, vetted, and trained in U.S. accounting standards, and each works under the guidance of a controller for stability and quality assurance.

Can I meet the CAM before moving forward?

Yes. After we understand your operations and reporting needs, we’ll present one or more CAMs who are the best fit. You’ll have the opportunity to meet and evaluate them directly for communication style, workflow alignment, and domain familiarity before making a decision.

Who owns the financial records and day-to-day outputs?

You do — fully. Every reconciliation, process, report, document, and workflow developed during the engagement is your property, and remains with your business regardless of any change.

What if the CAM is not the right fit?

If the match is not ideal, we will rematch you at no additional cost. Because we stay involved and maintain ongoing oversight, we are able to identify and resolve fit issues quickly and smoothly.

Is there a contract or minimum commitment?

Yes. We work with a 90-day minimum engagement to establish continuity and ensure your financial operations stabilize. After that period, engagements continue month-to-month unless you choose to adjust your support level.

What if I need to end the engagement?

We ask for 30 days’ notice to allow for a clean handoff, updated reconciliations, and full documentation. We do not restrict access or hold records — transitions are orderly and transparent.

What if my CAM becomes unavailable due to leave or unforeseen circumstances?

We provide coverage or a qualified replacement from our vetted roster, with your controller maintaining continuity. This prevents disruption and keeps your financial operations consistent.

How do we get started?

Start by completing our Discovery Form, which helps us understand your accounting setup, workflows, and software stack. Once reviewed, we’ll grant you access to our private Portal, where you can browse CAM profiles and intro videos. You may request the CAM(s) you’d like to meet, and we’ll schedule a brief alignment call that also includes the controller who will oversee your account. After confirming fit, we’ll finalize the Engagement Agreement and begin onboarding.

When do we sign the Engagement Agreement?

Once you’ve met your recommended CAM and confirmed the working fit, we’ll send a simple Engagement Agreement outlining scope, confidentiality, expectations, and controller oversight. Signing happens before onboarding begins, so everything is aligned from day one.

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