Our Story

Founded in 2008, Ledgerly Financial Solutions began with a simple mission: to make professional accounting services accessible to businesses of all sizes across Australia.

Our founder, Sarah Mitchell, recognized that many small and medium-sized businesses were underserved by traditional accounting firms. With over 15 years of experience in corporate finance, Sarah assembled a team of financial experts committed to delivering personalized, innovative solutions.

Today, Ledgerly has grown to become a trusted partner for hundreds of businesses throughout Australia, from startups to established enterprises. Our approach combines traditional accounting expertise with modern technology to provide clear, actionable financial insights.

Ledgerly Financial Solutions team

Our Mission & Values

Integrity

We uphold the highest standards of professional ethics and transparency in all our client relationships.

Innovation

We constantly explore new methods and technologies to enhance our services and deliver better outcomes.

Client Focus

We prioritize understanding each client's unique needs to provide tailored financial solutions.

Excellence

We strive for excellence in every aspect of our work, ensuring accuracy and attention to detail.

Our approach to financial solutions

Our Approach

At Ledgerly, we believe financial management should be a strategic advantage, not a burden. Our approach is built on three core principles:

  • Personalization: We take the time to understand your business goals, challenges, and opportunities before recommending solutions.
  • Clarity: We translate complex financial data into clear, actionable insights that drive informed decision-making.
  • Partnership: We work alongside you as a trusted partner in your financial journey, providing ongoing support and guidance.

Through this approach, we've helped businesses across various industries optimize their financial operations, minimize tax liabilities, and achieve sustainable growth.

Our Leadership Team

Sarah Mitchell - Founder & CEO

Sarah Mitchell

Founder & CEO

With over 15 years in corporate finance, Sarah leads our strategic direction and client relationships.

Michael Zhang - Chief Financial Officer

Michael Zhang

Chief Financial Officer

Michael brings 12 years of experience in tax strategy and financial optimization to our team.

Emma Roberts - Director of Client Services

Emma Roberts

Director of Client Services

Emma ensures exceptional service delivery and client satisfaction across all engagements.

Ready to Transform Your Financial Management?

Experience the Ledgerly approach to accounting and financial services.

Contact Us Today