Ortiz Ledgerworks molecular ledger mark
Ortiz LedgerworksEst. MMXIV · Merrimack Valley
Specimen 042 · Biotech Ledger Practice

Books as precise
as your protocol.

Ortiz Ledgerworks is a boutique bookkeeping & controllership practice tailored to seed to Series B life-science and biotech founders. We translate research spend, program costs, and burn into the financial story your investors and auditors expect.

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10+
Years in ledger practice
Seed → B
Stage focus
GAAP
Audit-ready
Laboratory glassware on a dark surface with molecular diagram overlay

Sample 01 · Reconciled

Q3 Burn · −$412,8K

+97.4% acc.
§ 02 · The Practice

Built for the long preclinical haul, calibrated for the next raise.

Most accountants treat your lab supplies like office snacks. We don't. Every assay, every reagent, every contract researcher gets coded with the precision your future auditor will thank you for.

01

Run-rate clarity

Monthly burn, runway projections, and scenario modeling investors actually open.

02

Investor reporting & board packs

Monthly KPI decks, board-meeting financials, and the variance commentary your investors actually read.

03

Audit-ready ledgers

GAAP-aligned books from day one — so your Series A audit doesn't surface surprises.

04

Founder fluency

We speak founder, controller, and CFO — translating numbers without translating you.

§ 03 · Method

A four-stage protocol from messy spreadsheets to investor-grade.

You wouldn't run a Western blot without controls. Your books deserve the same discipline. Our protocol moves you from founder-led chaos to a closed, reconciled, board-ready set of statements — every month, on schedule.

  1. i.Phase 01

    Intake

    Diagnostic of your chart of accounts, close process, and program structure.

  2. ii.Phase 02

    Calibrate

    Rebuild your ledger to GAAP, map programs, set close cadence.

  3. iii.Phase 03

    Operate

    Monthly close, AP/AR, payroll integration, founder dashboard.

  4. iv.Phase 04

    Translate

    Investor-ready statements, board packets, due diligence support.

§ 04 · The Elements

The financial elements of a venture-backed lab.

Full periodic table of services →
01
BkBookkeeping
02
ClClose
03
BpBoard Packs
04
BrBurn Model
05
AuAudit Prep
06
CfCash Flow
07
CnController
08
TxTax Liaison
§ 05 · Hypothesis
“Accounting is the language of business — and in biotech, fluency is survival.”

Adapted from W. Buffett · Filed under founder essentials

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