Who We Are
At Ledge Financial, we know that your numbers give you permission to make sound decisions – because they are grounded in truth, not emotion. We are a team of allies who empower you to confidently leverage your financials to reach your goals.
In fact, we believe that numbers tell a story. Our fractional CFOs, accountants, and tax advisors give you a clear line of sight to how your bottom line will create a solid trajectory for achieving your mission because:
- We Are Real People. We’re super smart numbers geeks with pretty cool personalities. We care about building a long-term relationship with you that is rooted in candor, humor, and no-nonsense integrity.
- We Tell It Like It Is. We’re here to enthusiastically push you off the ledge. We help you see what’s really going on in your business so you can get out of your own head and take action on what needs to get done.
- We Lead with Gratitude. We all experience challenges – yet it’s important to celebrate what we have. We get you out of the fear and negativity so you stay focused on your passion for helping people and solving problems.
- We Do More Than Spreadsheets. We know that nobody likes surprises. We look at the whole picture of your business, from monthly books to tax implications, so you have a financial plan that actually works.
So, whatever your growth goals may be, we can help you leverage your financials to launch your business to new heights.
Rachel Herrera, CPA
Guatemala City, Guatemala
Rachel spent the first 3 years of her career focused on tax and earning her CPA license. Since joining Ledge Financial in 2019, she has enjoyed broadening her horizons and assisting clients in every facet of accounting. Rachel and her husband, Luis, spend their free time on the golf course and hiking with their two dogs, Antonio and Mia.
This is Bjorn. He’s the boss. He’s also the business. Bjorn is no stranger to small businesses (even started a few in his younger years). He tried working for other people but kept thinking, “Hey, I think I could do this better”. And so, he stepped out on his own to start FNG in 2011 now Ledge Financial. But one thing was clear from the beginning. He refused to be just another accounting firm. We are proud to say we aren’t! In his spare time Bjorn likes to relax at his brother’s cabin with family.
Here’s Emily. She’s supported Ledge Financial since it was just a twinkle in Bjorn’s eye, watched it grow and back at the end of 2014 decided part time wasn’t enough. We’ve been taking full advantage of her communication and customer service skills, her personable nature, her ideas for process improvement and her ability to poke fun at Bjorn. Oh, did we mention she’s married to him too? In her down time she enjoys knitting, puzzling, and plants – all of the plants.
Here’s Reed. He’s spent his entire career working with people. First in the context of Youth Ministry; serving 9 years at First Baptist Church in Watertown, SD as the Director of Student Ministries. The last two positions he has held have been working as an Executive Assistant. Reed joined Ledge Financial (as a contractor from MackenzieDoheny.com) in May of 2022.
When he is not working as a Virtual Assistant, he is developing Reederang.com (his vintage leather goods business and music site), spending time with his wife of 32 years, playing piano or guitar, working on writing new songs, and spending time with family and friends at the family lake cabin on Big Island – Lake Minnetonka.
Tanya Moenckmeier, EA
Tanya earned her Bachelor’s degree in Accounting from the University of Central Florida. She has a wide range of accounting experience which enables her to provide relevant and timely advice to our clients. She has her Enrolled Agent Certificate, the highest credential the IRS awards, making her an expert with individual and business tax returns. When she is not handing out tax advice, Tanya can be found riding her bike across the country or enjoying the sunny Florida weather with her family by the ocean.