Powerful reporting that tells a story

You need more than just a P&L. Your reporting should tell the story of your business and identify strengths and weaknesses. Most importantly, it should uncover opportunities for growth. That's where we come in. At LedgerFi, our reports are all about you and the questions you want answered to make the right decisions in real time. 



The basics (and so much more)


Financial statements

We'll reconcile your books and send you a monthly profit and loss statement and balance sheet so you know where your business stands and can make the right decisions in real time.


Cash flow tracking

Stay on top of your earnings and liabilities with LedgerFi cash flow tracking. Cash flow tracking allows you to predict your income, ensuring that those large expenses don't catch you by surprise.


KPI tracking

We'll create a report with the KPIs you need to get a sense of how your business is performing. We'll track what matters to you and can help you design metrics that you're interested in.


Profitability analysis

No more guesswork. Find out which products are the most profitable, and identify areas of improvement. Invest in the most profitable products to stay on the top of your game.


Your finger on the pulse

We'll do the basic reporting for you, but we can do so much more. Track your most profitable products and services and your highest spending categories. You'll have insight into your business like never before. 


Custom metrics to create your story

With our sophisticated reporting tools we can build reports to capture even the most detailed of information. We'll also work to make sure your data is synced across all of the services you use so we can get into the nitty gritty. 


5 Metrics Your Small Business Should Be Tracking

Read about the 5 Key metrics most small businesses should be tracking but aren't.



Key Performance Indicators 101

Everything you need to know about how to measure KPIs and create effective goals that can help you scale your business and plan your growth hacking tactics.

We partner with the world's best


Need clarification?

What makes ledger different?

We're not a tech company, we're a bookkeeping service. That means you'll have real people preparing your books and reporting every month. It also means we don't lock you into proprietary software, so your data is always yours.

What is KPI tracking?

KPIs or Key Performance Indicators are metrics that we set for your business to track it's performance. They can help you keep track of your goals and how close you are to acheiving them. 

What KPIs can you track?

It all depends on the needs of your business. During our onboarding process, we'll work with you to understand what metrics are important to you and get you set up to track them. 

What if I don't need one of the features?

All of our services besides basic bookkeeping can be added a la carte. You can schedule a meeting with one of our small business experts to put together a plan that meets your needs. 

Talk to A Reporting Expert