See exactly what lands in your folder.
No mockups, no marketing screenshots. This is a full quarterly package for a made-up cleaning company, in the same format every client gets.
Four documents, every quarter.
Profit and loss
Revenue and expenses by category for the quarter, with the prior quarter beside it.
Balance sheet
Cash, loans, fixed assets and equity, so you can see what the business owns and owes, not just what cleared the bank.
General ledger
Every transaction, categorized, with the account it came from. This is the document your tax preparer actually wants.
A short summary note
Plain language: what changed, what we asked about, and anything worth your attention.
We would rather show you the limits.
No real client data, ever
Not anonymized, not "with permission from a friend." Invented numbers only.
No dashboards
We deliver documents you keep, not a login that expires when you cancel.
No assurance language
These are books prepared from the records you provide. They are not audited financial statements, and they are not a review or compilation engagement performed under professional standards.
Questions after looking it over?
Book twenty minutes and we will walk through what your own package would include.