Leverage Finances is a business support service firm providing bookkeeping and financial management services tailored to meet the unique needs of small to medium-sized businesses and non-profit organizations. We are committed to fostering the financial well-being and growth of the businesses we serve.

What drives us

At the heart of our mission lies a simple yet powerful goal: to empower individuals, small businesses, and non-profit organizations to soar to new heights. We achieve this by arming them with the essential financial knowledge and tools necessary to secure lasting stability.

Drawing from her background as an Economist, our founder recognized the fundamental truth of resource scarcity in a world where desires often surpass necessities. She emphasized businesses' need to delve deeply into strategic decision-making to cultivate growth. Understanding that motivations evolve, she underscored the importance of maintaining comprehensive records of business transactions to effectively communicate your journey and adapt to changing circumstances effectively.

So join us on a journey towards empowerment and success! We're here to fuel the dreams of individuals, small businesses, and non-profit organizations by equipping them with the financial expertise and resources they need to thrive. Our approach combines a deep understanding of finance, accounting, and economics with your unique business vision to drive tangible growth. Because we know that behind every number lies an inspiring story waiting to be told, let's partner up and unlock the vibrant narrative of your business, creating a lasting impact that resonates with your customers for years to come.


Our Services

  • Free Consultation

    No Obligation - Topics include:

    Industry

    Processes

    Goals & Objectives

    Compliance Requirements

    Tools and other pertinent information

  • Silver

    Services include the below:

    Setting up accounting system

    Accounts payable management

    Accounts receivable management

    Recording transactions

    Bank reconciliations

    Monthly financial statement preparation

  • Gold

    All features of the Silver Package and the below:

    Financial reporting and analysis

    Budget creation and monitoring

    Expense tracking and categorization

    Quarterly financial reviews

  • Platinum

    All features of the Gold Package and the below:

    Advanced financial analysis

    Cash flow forecasting

    Performance Measurements

    Establish reporting procedures

    Year-end financial package for tax preparation

Ensuring Financial Stability Since 2011

Sheri Gruning began her professional journey as an Economic Analyst with Moody’s Analytics, she transitioned to investment management with T. Rowe Price, where she skillfully managed multi-million-dollar private and institutional portfolios. Subsequently, she dedicated over a decade to nonprofit management, overseeing grants for various vital causes including education, disaster relief, veteran support programs, and healthcare systems in the District of Columbia, Maryland and Virginia (DMV) area. With a background spanning diverse industries, her expertise extends to enhancing productivity and output. Her dedication lies in empowering businesses to achieve efficiency, success, and sustainable growth.

While overseeing projects for small businesses, she identified a significant challenge: the blur between business and personal finances. Recognizing the confusion arising from this overlap, she pursued a certification as a Dave Ramsey Certified Financial Coach. Through her expertise, she now enables individuals to establish clear boundaries between their business and personal accounts, fostering empowerment and financial clarity.

Ready to Build Your Vision?

IT ALL STARTS WITH ONE CALL.

So contact us for a free Consultation

What Our Clients Say

  • "Leverage Finances was instrumental in helping me establish a bookkeeping program and best practices when launching my small business. As a bookkeeping novice, I appreciated her insightful and thorough guidance as she walked me through setting up and implementing books personalized to my business. Helpful, professional, and friendly, Leverage Finances was a pleasure to work with"

    Jessica St. Clair

  • I would recommend Leverage Finances to any business or person out there. Sheri helped keep my construction company running like a well-oiled machine. She not only kept up with my daily bookkeeping which was, in itself a full-time job, she also created project budgets for my current and upcoming projects. She brought my business finances and bookkeeping to the next level!

    Josh Pierce

    COO

    Cornerstone Commercial Services

  • “I highly recommend you book your financial services with Leverage Finances. I worked with Sheri Gruning when I was a Director at a Women & Children Crisis Shelter in Maryland from 2009-2012. Sheri’s financial wisdom and strategic insight was instrumental in helping this non-profit meet its fiscal budget and the funding needed to run a program of this magnitude, year after year. During my tenure, the facility housed over 200 women & children, for both short-term and long-term residency. I can honestly say the women in the program learned basic financial knowledge through Sheri’s financial course and have applied those tools since graduating. The financial life skills they learned from Sheri are invaluable!!”

    Nichole Brown O.B.E.Y Int’l

  • My husband and I found Sheri through our church. She offered her services to us as we are trying to build my husband’s business. I came feeling overwhelmed as our past strategies had not been fruitful. Sheri was prepared, calm and confident that she could help us. She gave me very practical steps as the administrative assistant in our business. She put my feelings at ease and gave me hope in our business. She provided my husband with easy and practical steps to take to see our business thrive. Sheri was up front and honest about her strategy and expectations of us moving forward. She is not a “one size fits all” kind of consultant. She takes the time to actively listen to the business owner and sets them up for success. Her passion for others in building their business is contagious for the business owner. My husband and I came to her feeling lost in a cycle knowing we needed change. Sheri met us where we were with the best plan that will work for us. We highly recommend Sheri.

    Nicole Everett