Meet the Team

  • Eva

    Executive Assistant

    Role: Chaos Coordinator & Calendar Ninja

    The Vibe: If Ledger Leaders was a ship, Eva would be the one holding the map and the compass. She keeps the schedules tight, the inboxes clean, and ensures that Brandy has the space to lead. She’s the person who knows where everything is before you even realize you lost it.

    Special Skills:

    Calendar Tetris: Fitting 10 hours of productivity into an 8-hour day.

    Mind Reading: Anticipating needs before they're even spoken.

    Inbox Triage: Protecting the team from "reply-all" disasters.

  • Rachel

    Receptionist

    Role: First Impression Specialist & Vibe-Setter

    The Vibe: Rachel is the voice of the company. She’s the warm "hello" that reminds you that you’re in good hands. She manages the office traffic with a level of grace that makes multitasking look like a spa day.

    Special Skills:

    Tone Setting: Ensuring every client feels heard and valued from second one.

    Traffic Control: Routing calls and questions to the right expert with zero friction.

    Human Connectivity: Reminding us that behind every number is a person.

  • Linda

    Legal Associate

    Role: The Guardrail


    The Vibe: Linda is the calm in the compliance storm. She’s all about the "Fine Print," ensuring that every move we make (and every move our clients make) is rock solid. She’s sharp, detailed, and the best person to have in your corner when the rules get complicated.

    Special Skills:

    Compliance Radar: Spotting a regulatory change from a mile away.

    Dotting I's/Crossing T's: A literal master of the details.

    Risk Mitigation: Ensuring the path to growth is paved with safety.

  • Sonny

    Social Media Manager

    Role: Digital Bridge & Aesthetic Curator

    The Vibe: Sonny is the reason Ledger Leaders looks so good on your feed. He’s the bridge between our deep-dive financials and the rest of the world. He’s creative, mid-40s cool, and possesses the rare ability to make a spreadsheet look "vibe-worthy" on LinkedIn.

    Special Skills:

    Aesthetic Auditing: Making sure every post is a 10/10 on the "looks-good" scale.

    Algorithm Whispering: Knowing exactly when to post so people actually see it.

    Creative Filter: Ensuring our brand stays modern, approachable, and sharp.

  • Stan

    Sales Manager

    Role: Relationship Builder & Growth Catalyst

    The Vibe: Stan doesn’t "sell"—he solves. He’s the first person many business owners talk to, and he’s an expert at identifying where the "leak" in a business is. He’s friendly, approachable, and genuinely cares about seeing small businesses win.

    Special Skills:

    Clarity Chats: Helping owners see the potential they didn't know they had.

    Strategic Handshakes: Connecting people with the solutions they actually need.

    The Follow-Up: Never letting a good opportunity (or a great client) fall through the cracks.

  • Penny

    Penny

    Narrative Strategist

    Role: Content Strategist & Narrative Specialist

    Vibe: The sharp-witted wordsmith who drinks way too much tea and lives for a perfectly placed comma. She’s the bridge between Brandy’s big financial brain and the words that actually make sense to humans.

    Special Skills:

    The Brandy-to-English Translator: Taking Brandy’s high-level insights and turning them into the blog posts you read here.

    Clyde’s Primary Treat Dealer: Specialized in "unauthorized" snack distribution and high-quality ear scratches.

    Oxford Comma Defender: She will (politely) fight you on this.

    The Deep Diver: Can turn a dry spreadsheet into a page-turner without breaking a sweat.

    The Secret Sauce: Can write an entire series on tax compliance while simultaneously debating if a hot dog is a sandwich. (It’s not.)

  • Chief Morale Officer

    Chief Morale Officer

    Role: Snack Auditor & Lead Snuggler


    The Vibe: Clyde is the heart (and ears) of Ledger Leaders. As a Basset Hound, he brings a much-needed "low-to-the-ground" perspective to our high-level strategy. He excels at "aggressive snuggling" during high-stress tax seasons and maintains a strict "zero crumbs left behind" policy. If you hear a gentle snore during our strategy calls, that’s just Clyde performing a deep-level vibe check.

    Special Skills:

    Acoustic Snacking: He can hear a cheese wrapper from three rooms away.

    The Snuggle Squeeze: Expert at leaning his entire weight against your leg for maximum comfort.

    Strategic Napping: Reminding us all that "clearing the books" sometimes requires a clear head (and a nap).

    The Auditor: He has a sixth sense for Ham on Rye and will “audit” your lunch if you look away long enough.

A woman with short, reddish-blonde hair, glasses, and makeup, smiling and wearing a black blazer and white top.

Brandy Smith, Founder

Brandy Smith | Founder & Chief Growth Officer

Role: The Financial Navigator & QuickBooks Whisperer

The Vibe: Brandy isn’t just an accountant; she’s a 30-year veteran of the small business trenches. With a Master’s in Forensic Accounting and an MBA, she has the "financial detective" skills to find every missing cent and the executive vision to turn those numbers into a growth engine. She founded Ledger Leaders because she believes business owners deserve to sleep through the night knowing their payroll is compliant, their books are clean, and their future is profitable.

Special Skills:

  • The Forensic Eye: With her background in Criminal Justice and Forensic Accounting, she spots the patterns and red flags others miss.

  • QuickBooks Alchemy: Turning messy, confusing data into clear, beautiful reports that actually make sense.

  • Payroll Peace of Mind: Handling the high-stakes world of pay schedules and tax support so you don’t have to.

  • 30 Years of "Been There": Bringing three decades of real-world ownership experience to every strategy session.


Whatever you're building, we're here to help you take the first step with confidence.