Ledger & Oak
SERVICES

Five lines of work. One standard.

Every engagement ends with something your team can use without us in the room - a reconciled number, a structure that holds or a decision your board can make.

WHAT WE DO NOT DO

We are not a CPA firm.

We do not perform audits, attest engagements or tax preparation. When your work needs those, we coordinate with your CPA and auditors and make their job easier.

THE DECISION SUPPORT DISCIPLINE

One discipline, applied to every sector.

Decision Support began in hospital finance, but its core methods are not specific to healthcare. Cost accounting, forecasting, net revenue modeling and benchmarking answer the same questions in a hospital, a manufacturer, a nonprofit or a borrower preparing for a loan: what things truly cost, where margin comes from and what happens next. We apply one disciplined toolkit across every sector we serve.

01

Cost accounting

The true cost of a service, product, job or program, built from direct and indirect costs.

02

Data analytics

Clean, reconciled data turned into answers leadership can act on.

03

Forecasting

Cash, revenue and volume projections that are updated as conditions change.

04

Net revenue modeling

Expected collections modeled from contracts, payer mix, pricing and volume.

05

Contract negotiations

The cost and margin analysis that supports a stronger position at the table.

06

Benchmarking

Performance compared with peers and with your own history to find efficiencies.

07

Budgeting

Operating, capital and flexible budgets with variance analysis that explains the why.

08

KPI dashboards

A small set of measures leadership reviews every month, delivered on time.

Start with a conversation, not a proposal.

Tell us what’s on your desk. If we are not the right fit, we will tell you.

Start a conversation → Or call 806.239.2188