Mod Ledger
“What had initially been growth capital quickly became a stabilizing force after experiencing an unexpected disruption. This was a challenge I largely kept personal at the time. I recognized it as a moment I needed to grow through as a business owner, and I chose to stay focused on navigating it responsibly rather than sharing it broadly. Our ThriveOn loan allowed us to recover from that set back without compromising our services and operations during a period that could have otherwise jeopardized the business.”
Jen Becker- CEO
Running a bookkeeping and tax planning business means being trusted with the financial health of others, even when unexpected challenges arise behind the scenes. For Mod Ledger, a six-year-old accounting and advisory firm led by owner Jen Becker, the ThriveOn Loan was initially intended to support thoughtful growth and stronger systems. Shortly after funding was secured, an unforeseen dispute with a marketing vendor disrupted the firm’s website and search visibility during peak tax season, creating an unplanned strain that threatened lead flow and stability at a critical time.
What began as growth capital quickly became critical support, allowing Mod Ledger to maintain operations, cover core expenses, and move forward with intention rather than panic. In that moment, Jen realigned the business, restructured services, and sharpened its focus on educating clients, especially small business owners, so they could grow with confidence. Since then, Mod Ledger has added three team members and emerged stronger, operating with greater discipline, clarity, and a values-driven model designed for long-term resilience.
Business location: West Bend, WI
GMF Investment: $50,000
New jobs created: +3
Emergency fund established: +1
Total employees supported: 6
Legacy Redevelopment Corporation Support: Loan support & Technical Assistance