The Trusty Books
Client Portal
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Your package
Engagement details
Period
—
Accounts
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Package fee
—
Progress
Total revenue
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Full year
Total expenses
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12 months
Net income
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—% margin
Best month
—
—
Revenue vs expenses
Monthly · full year
Net income trend
Monthly profit after expenses
Profit margin — by month
Net income ÷ revenue · green = at or above average
What the numbers are telling you
Based on your reconciled books
Revenue seasonality
Where your revenue concentrates across the year
Largest category
—
—
Avg monthly
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12 months
Expense ratio
—
of revenue
Non-COGS ops
—
—
Expense breakdown by category
Full year · categorized from your transactions
Your Tax-Ready Handoff Package
Ready for download
Monthly bookkeeping
I’m interested →
Keep your books this clean — every month
Your books are now tax-ready. Monthly bookkeeping means next year looks exactly like this — without the catch-up process, without the coordination, without the rush before April 15.
✓
Books reconciled monthly, always current✓
We reach out to you when we need documents — you don’t have to track anything✓
Updated financials available here whenever you want to check in✓
Email only — no calls, no surprisesQuestions? [email protected]