+12.5%
$284,600
Total Revenue
+8.2%
148
Active Clients
-3.1%
23
Open Invoices
+2.4%
42.8%
Profit Margin
Revenue Overview
Last 9 months performance
Revenue
Expenses
Quick Actions
New Invoice
Add Client
Log Expense
Run Report
Send Statement
Tax Estimate
Top Clients
By quarterly revenue
View All →
MC
Meridian Capital
Corporate Tax
$18,400
Active
HP
Harborview Properties
Audit & Assurance
$24,600
Active
PH
Pinnacle Health
Bookkeeping
$12,800
Review
OM
Oakridge Manufacturing
Tax Planning
$31,200
Active
SV
Summit Ventures
Advisory
$9,600
Active
Recent Transactions
Meridian Capital Payment
Mar 15
+$8,400
Software Subscriptions
Mar 14
-$1,240
Harborview Retainer
Mar 13
+$12,600
Office Supplies
Mar 12
-$3,800
Pinnacle Invoice
Mar 11
+$5,200
Utilities
Mar 10
-$890
Tax Deadlines
Q1 Estimated Tax
Due Apr 15
28 days
Form 941
Due Apr 30
43 days
Annual Report
Due May 15
58 days
State Returns
Due Jun 15
89 days

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