Included at no extra cost

Your books, open around the clock.

Every bookkeeping client gets the Ledgers client portal free. Your statements, charts, and documents live in one secure place, and your questions go straight to the person doing your books.

Private by design: only you and Ledgers-Jonesboro can open your file.

What you get

  • Profit and loss, balance sheet, and cash-flow statements, charted for you
  • Every report and document, ready to download whenever you need it
  • Upload receipts, invoices, and bank statements from your phone
  • A direct message thread with the person doing your books

Sample client dashboard

What your financial dashboard looks like.

Delta Landscape Co. is a demonstration file. Yours is built from the statements your Ledgers team closes each period, in the same layout.

3 statements · All periods

Revenue

$62,300

▲ 12.1% vs prior

Expenses

$43,880

▲ 11.9% vs prior

Net profit

$18,420

▲ 12.3% vs prior

Net margin

30%

this period

How the business is trending

Revenue against expenses for the periods you have selected.

Q1 2026Q2 2026Q3 2026$0k$20k$40k$60k$80k
  • Revenue
  • Expenses

Results comparison

Q3 2026 against the period before

59.9%

Gross margin

29.6%

Net margin

70.4%

Expense ratio

Net margin this period29.6%
Net margin prior period29.5%

Where the money went

Q3 2026

  • Materials and plant stock35%$15,200
  • Payroll29%$12,600
  • Crew labor22%$9,800
  • Rent and utilities8%$3,480
  • Vehicles and fuel5%$2,180
  • Everything else1%$620

Selected period

Every figure on this dashboard comes from the profit and loss statement you selected.

Period
Q3 2026
Revenue
$62,300
Gross profit
$37,300
Total expenses
$43,880
Net profit
$18,420

Sample figures for illustration only. Your portal is private to you and Ledgers-Jonesboro, and every number in it comes from the statements we have shared with you.