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Get the inside scoop on Off the Ledger, a private Slack group for finance pros to share advice, solve challenges, and build real connections.
The phrase "off the ledger" traditionally refers to transactions that aren't officially recorded. For thousands of finance professionals, it has taken on a new meaning: community. It’s the name of a thriving group where conversations are candid, the advice is genuine, and the connections are real. This isn't just another financial slack channel; it's a private, trusted space for experts to share insights. As a leading accounting slack community, it provides peer support away from the formal record of day-to-day work. We'll cover what this group is all about and why it’s become such a vital resource.
Off the Ledger is a thriving online community hosted on Slack, specifically designed for professionals in finance, accounting, and procurement. It provides a dedicated platform for these individuals to connect, share knowledge, and collaborate on industry challenges. Think of it as a virtual water cooler where you can bounce ideas off colleagues, discuss emerging trends, and find solutions to complex problems – all without the pressure of sales pitches.
The Off the Ledger Slack group started small back in late 2019 with just 50 members. It has since grown significantly, especially during the pandemic, and now includes over 5,000 professionals from top companies in the finance world. This expansion highlights the clear need for a supportive network where finance pros can manage the complexities of their roles. The community was founded to be a safe space for finance leaders to have honest conversations about their work, completely free from sales pitches. Off the Ledger continues to adapt to meet its members' needs by offering valuable resources and fostering collaboration on industry-wide challenges. As the community grows, there are plans to expand its offerings, including in-person events that will create even more opportunities for networking and career development.
The primary goal of Off the Ledger is to foster a supportive environment where finance professionals can engage in open and honest discussions. It's a place to seek advice, share best practices, and learn from the experiences of others in similar roles. This collaborative spirit makes it an invaluable resource for staying up-to-date on industry developments and navigating the ever-changing landscape of finance, accounting, and procurement.
Off the Ledger has experienced significant growth, boasting a membership of over 5,000 professionals. This vibrant community includes individuals from leading companies across various sectors, creating a diverse pool of expertise and perspectives. The group's exclusivity, requiring an application and screening process, ensures a high level of engagement and maintains focused discussion.
While the Slack group has given the phrase a modern, collaborative meaning, "off the ledger" has its roots firmly planted in the world of accounting. Understanding the original context gives us a deeper appreciation for the name and the principles of financial record-keeping. The term also lends its name to a popular podcast for accounting professionals. Let's look at what a ledger is and explore another resource that shares the "Off the Ledger" name.
At its core, an accounting ledger is the central book or digital record where a business organizes all its financial transactions. Think of it as the master document for your company's finances. It takes the daily transaction details recorded in journals and sorts them into specific accounts, creating a clear list of money coming in (credits) and money going out (debits). This organization is essential for creating accurate financial statements like the balance sheet and income statement. In high-volume businesses, manually maintaining a ledger is nearly impossible, which is why automated systems that ensure data integrity are so critical for accurate financial reporting and compliance.
Ledgers are often broken down into more specific types to keep things organized. The General Ledger is the main one, holding all accounts and summarizing information from the others. Then you have subsidiary ledgers, like the Sales Ledger, which tracks all the money owed to your business by customers (accounts receivable). On the flip side, the Purchase Ledger keeps a record of all the money your business owes to its suppliers (accounts payable). Together, these ledgers provide a comprehensive view of a company's financial position.
It's easy to mix up journals and ledgers, but they serve two distinct purposes. A journal is the "book of original entry," where you first record every single financial transaction in chronological order as it happens. It’s like a financial diary. A ledger, on the other hand, takes those entries from the journal and sorts them by account type. So, while the journal tells a story of what happened each day, the ledger provides a summarized view of the financial health of each part of the business. Ensuring data flows correctly from journal to ledger is fundamental, a process that benefits immensely from seamless data integrations.
Beyond the Slack community and the accounting term, there's also the "Off the Ledger" podcast. Produced for Certified Public Accountants (CPAs) in Michigan, this show moves beyond the numbers to discuss real-world topics relevant to finance professionals. Episodes feature conversations on everything from career stories and leadership advice to the practical application of new technologies in the field. For example, recent discussions have covered how artificial intelligence is changing accounting, from fraud detection to new ethical considerations. It’s a great resource for hearing from peers and staying current on the trends shaping the industry. You can listen to the podcast to hear these insightful conversations for yourself.
Want to connect with fellow finance professionals? Off the Ledger, a thriving Slack community, might be just what you're looking for. But before you jump in, let's cover who can join and how to apply.
Off the Ledger cultivates a focused environment specifically for professionals in finance, accounting, and procurement. This ensures discussions stay relevant and valuable to members' shared experiences. So, if you're currently working in one of these fields, you'll likely find this community a great fit. This targeted approach helps maintain high-quality discussions and fosters a strong sense of connection among peers facing similar challenges and opportunities.
Ready to join the conversation? The application process is straightforward and designed to verify your professional background. This helps ensure the community remains a resource specifically for those in the intended fields. Once accepted, you'll unlock access to a wealth of resources, including dedicated channels covering specific topics like vendor software and financial planning and analysis (FP&A). This structured approach allows for targeted networking and in-depth knowledge sharing among peers. It's a simple step that opens doors to a valuable professional network and a supportive community.
Joining a professional community can significantly impact your career, and Off the Ledger offers a unique space for finance professionals to connect and grow. Let's explore some key advantages of becoming a member.
Off the Ledger provides exceptional networking opportunities. With over 5,000 members from leading companies, you can connect with peers, mentors, and potential collaborators in a supportive environment. This vibrant community fosters genuine connections, expanding your professional circle and building relationships with like-minded individuals. The platform itself encourages interaction, making it easy to start conversations and participate in relevant discussions.
Staying ahead of the curve in the ever-evolving finance landscape is crucial. Off the Ledger offers valuable industry insights, keeping you informed about emerging trends, best practices, and regulatory changes. Members share their experiences and knowledge, creating a rich learning environment. Whether you need advice on a specific challenge or want to stay updated on industry developments, Off the Ledger provides access to valuable information directly from experienced professionals.
Navigating complex financial challenges can be daunting. Off the Ledger offers a safe space for peer support and problem-solving. The collaborative nature of the community allows you to tap into the collective wisdom of your peers and find solutions to your most pressing challenges. Whether you're facing a technical accounting issue or seeking advice on strategic financial planning, you can rely on the support and expertise within the Off the Ledger community. The absence of sales pitches ensures a focused environment where members genuinely help each other.
Off the Ledger is more than just a Slack group; it's a structured online community designed for meaningful discussions and knowledge sharing among finance professionals. Understanding its organization and key topics will help you get the most out of your membership.
The Off the Ledger Slack group is organized into various channels, each dedicated to a specific topic. This structure allows members to easily find conversations relevant to their interests and expertise. For example, you can find dedicated channels for discussions around the CARES Act, vendor software selection, and FP&A best practices. This targeted approach streamlines conversations and prevents the main feed from becoming overwhelming. It also makes it easier to connect with peers who share your specific professional focus.
Conversations within Off the Ledger cover a wide range of relevant industry topics. Members frequently discuss current regulations, offering insights and interpretations to help one another stay compliant. Software recommendations and comparisons are another popular subject, providing valuable peer perspectives on various tools and platforms. FP&A professionals also find a home in Off the Ledger, sharing best practices, discussing emerging trends, and tackling common challenges together. This breadth of topics ensures there's something for everyone, regardless of their specific role within the finance world. You'll find discussions about everything from revenue recognition to audit preparation.
Off the Ledger actively fosters a vibrant community through various engagement tools and activities. While the specific tools used may evolve, the focus remains on creating opportunities for members to connect and share their knowledge. Think along the lines of AMAs with industry experts, themed discussion threads, and regular polls to gauge community sentiment on trending topics. This commitment to active engagement ensures that Off the Ledger remains a dynamic and valuable resource for finance professionals. For more ideas on fostering engagement, resources like this guide on building a Slack community can offer helpful insights.
Joining a new online community can feel a bit like entering a crowded party where you don’t know anyone. Here’s how to make the most of your Off the Ledger experience, from the moment you join:
Starting strong in a new community sets the tone for a positive experience. When you first join Off the Ledger, take the time to introduce yourself in the welcome channel. Look for welcome messages and resources that highlight key channels and community guidelines. Connecting with other members early on can help you quickly find your place and understand the resources available. Don’t be afraid to ask questions—it’s a great way to show you’re engaged and learn the ropes. A personalized onboarding experience, like the one Off the Ledger provides, can make a big difference.
Every community thrives on mutual respect and clear communication. Off the Ledger is designed to be a safe space for collaboration, knowledge sharing, and networking. Think of it as a collaborative think tank, not a sales floor. Avoid sales pitches and focus on building genuine connections. Using the appropriate channels for your questions and discussions keeps the conversation organized and easy to follow. Community guidelines are there to ensure a positive experience for everyone. If you see any sales solicitations or inappropriate behavior, report it to an administrator. Maintaining a professional and respectful environment benefits everyone.
Think of this community as a trusted circle of colleagues. To maintain a safe and open environment, all discussions within the group are confidential and should not be shared externally. This rule is what allows members to speak candidly about sensitive topics, from navigating complex compliance issues to sharing honest feedback on software. This commitment to privacy fosters a high level of trust, ensuring that the advice you receive is genuine and the conversations are substantive. It’s the foundation that makes Off the Ledger a reliable space for real-world professional problem-solving.
Making connections is easier when you know who you’re talking to. When you join, take a moment to set your display name in the recommended format: First Name Last Name (companydomainname.com). This simple step helps maintain a professional atmosphere and provides valuable context during conversations. It allows members to quickly identify each other and understand their professional backgrounds, which leads to more relevant and productive discussions. It’s a small detail that goes a long way in building a strong, interconnected community where networking happens naturally.
One of the most valued rules in the Off the Ledger community is the strict no-selling policy. This isn't a marketplace; it's a forum for genuine help and advice. The absence of sales pitches ensures that discussions remain focused on solving problems and sharing knowledge, not promoting products or services. This guideline is key to maintaining the integrity and value of the community, making it a refreshing space where you can seek unbiased opinions and collaborate without any hidden agendas. The focus is purely on peer-to-peer support.
If you find value in the community, you’re encouraged to help it grow by inviting other finance, accounting, or procurement professionals to join. Sharing the resource with trusted colleagues and friends helps enrich the collective knowledge base and brings new perspectives into the conversation. Every new member strengthens the network for everyone. Just remember that all potential members must go through the same application process to ensure the community maintains its high standards and professional focus. It’s a great way to pay it forward and build an even more robust support system.
Even in a supportive community, you might encounter a few bumps in the road. One common challenge is simply getting used to a new platform. If you’re new to Slack, take some time to explore its features and understand how the channel ecosystem works. Off the Ledger offers resources and FAQs to help you get up to speed quickly. Create a saved list of helpful channels and posts. Another potential hurdle is the always-on nature of online communities. It’s easy to feel overwhelmed by the constant stream of information. The key is to find a balance that works for you. Set notification preferences that align with your work style, and don’t be afraid to mute channels if needed. Remember, you’re in control of your experience. Prioritize what you want to engage with and step away when you need to.
The finance, accounting, and procurement world constantly evolves. Staying ahead of the curve and tackling everyday challenges requires a strong network and access to timely information. Off the Ledger excels in providing precisely that.
One of Off the Ledger's biggest strengths is its collaborative environment. It's designed as a safe space, free from sales pitches, where professionals can connect and share their experiences. With over 5,000 members from leading companies, the Off the Ledger community offers a diverse pool of knowledge and perspectives. This fosters a culture of open communication, making it easy to find answers to complex questions and learn from peers facing similar situations. Whether you're grappling with a new regulation or seeking advice on software implementation, you'll find support within the community.
Regulations and industry best practices are constantly shifting. Keeping up can feel like a full-time job. Off the Ledger helps members stay informed through discussions and shared resources. Members often praise the ability of this diverse group of professionals to provide timely updates on evolving regulations and emerging trends. This shared knowledge base ensures everyone stays informed and can adapt quickly to industry changes. The platform creates a dynamic learning environment where members can learn from each other's insights.
While not directly related to technical skills, work-life balance is a critical challenge for many finance professionals. The supportive nature of Off the Ledger indirectly addresses this by providing a platform for sharing strategies and advice. Knowing you're not alone in facing long hours or demanding deadlines can make a significant difference. The community fills a need for connection and understanding, creating a sense of camaraderie that extends beyond the typical workplace. This can contribute to a healthier work-life integration and reduce feelings of isolation. The focus on collaboration and knowledge sharing creates a supportive environment where professionals can thrive.
For finance professionals, continuous learning and development are crucial for staying ahead. Off the Ledger recognizes this and provides a unique platform for career advancement. Let's explore how this community can contribute to your professional growth.
Off the Ledger offers a dynamic environment to sharpen your skills. The community fosters discussions on current trends, innovative tools, and best practices within the accounting world. Think of it as having access to a network of experts sharing their knowledge and experience, all dedicated to helping you improve your expertise. Resources like Sheetwhiz highlight the value of such communities. Whether you're interested in mastering new software or understanding complex regulations, Off the Ledger provides valuable resources and insights.
Navigating career paths in finance can be challenging. Off the Ledger offers a supportive space to gain valuable career development insights. Members share their experiences, offer advice, and discuss career progression strategies. Business Wire has recognized the community's diverse membership, which creates a rich learning environment. You can learn from others' successes and challenges. This peer-to-peer learning can be instrumental in shaping your career trajectory and making informed decisions.
Networking is a cornerstone of professional success. Off the Ledger offers a unique opportunity to connect with a diverse group of finance, procurement, and accounting professionals. Airbase designed the community to focus on collaboration and knowledge-sharing, creating a safe space free from sales pitches. This genuine environment fosters authentic connections and allows you to build a robust professional network. The success of Off the Ledger, as noted by Business Wire, demonstrates the value of online communities where professionals can connect, support each other, and expand their network.
Once you’re a member of Off the Ledger, how can you get the most from this thriving community? It’s more than just passively reading; active participation is key. Here’s how to make the most of your membership:
Off the Ledger emphasizes genuine connection and collaboration. It’s designed to be a safe space, free from sales pitches, where finance professionals can connect. When you join the community, think about what you can offer. Sharing your own experiences, insights, and expertise, no matter how small they may seem, adds value for everyone. Answering questions and offering different perspectives in discussions helps build a rich and supportive environment. This type of engagement strengthens the community and positions you as a valuable contributor.
One of Off the Ledger’s biggest strengths is its collective knowledge. Facing a tricky challenge at work? Discuss potential solutions and get feedback from your peers. The diverse membership means you have access to a wide range of experiences and expertise. Don't hesitate to ask questions—that's what the community is for! You might be surprised at the innovative solutions that emerge from a collaborative brainstorming session.
Off the Ledger is more than just problem-solving; it’s about building relationships. Networking in a genuine, non-salesy environment creates authentic connections. Engage in discussions, participate in online events, and contribute to the community. These interactions can lead to valuable professional relationships. The connections you make within Off the Ledger can become trusted advisors, mentors, or even future collaborators. Nurturing these relationships can enrich your career in countless ways.
Since its inception in late 2019, the Off the Ledger Slack community has experienced remarkable growth. Starting with a modest 50 members, it quickly expanded, particularly during the pandemic, and now boasts over 2,500 members, as reported by Business Wire. This growth trajectory points to a bright future, promising even more opportunities for finance professionals.
The impressive growth of Off the Ledger signals a rising demand for online spaces dedicated to finance professionals. As the community expands, we can anticipate an even richer network of professionals, fostering greater collaboration and knowledge sharing. This growth translates into more diverse perspectives, broader expertise, and a stronger collective voice within the finance industry.
Off the Ledger isn't standing still. Plans are underway to enhance the community experience further, including in-person events to facilitate deeper networking. These face-to-face gatherings will provide valuable opportunities for members to connect personally, strengthening relationships and fostering a greater sense of community.
Off the Ledger is more than just a Slack group; it's becoming a vital hub for finance professionals. It addresses a clear need for connection and support, filling a gap often unmet by traditional professional networks, according to Airbase. The community's success underscores the importance of collaborative spaces where finance professionals can share insights, discuss challenges, and learn from one another. As Off the Ledger continues to evolve, it promises to play an increasingly important role in shaping the future of the finance industry.
Who is the Off the Ledger community designed for?
Off the Ledger is specifically designed for professionals working in finance, accounting, and procurement roles. This focus ensures discussions are relevant to the shared experiences and challenges of these professionals.
How do I join Off the Ledger?
You can join by submitting an application through the provided link. The application process is designed to verify your professional background and ensure the community remains a valuable resource for those in the intended fields.
What are the key benefits of joining Off the Ledger?
Membership provides several benefits, including networking opportunities with other finance professionals, valuable industry insights and best practices, peer support for problem-solving, and access to a wealth of knowledge shared within the community.
How is Off the Ledger structured?
The community is organized into various channels on Slack, each dedicated to a specific topic. This structure allows for focused discussions and makes it easy to find conversations relevant to your interests. Popular topics include regulations, software recommendations, and FP&A best practices.
How can I get the most out of my Off the Ledger membership?
Actively participate! Introduce yourself, engage in discussions, ask questions, and share your own insights. Leverage the community for problem-solving and focus on building genuine connections with other members.
Former Root, EVP of Finance/Data at multiple FinTech startups
Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.
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