Ledger Perfect Self Employed

Are you looking for the easiest way to categorize your transactions? Ledger Perfect promises to be the most straightforward and flexible system since the invention of green bar paper and spreadsheets.

For the last 20 years, accounting systems have been getting more complex and overwhelming for small business people. Lead by a CPA with over 20 years of experience in assisting small entities, we have created a system that links with your financial institution's transactions with a simple categorization method.

No more spreadsheets, paper ledgers, or shoeboxes.

Ledger Perfect was built for small businesses such as:
• Gig workers
• Insurance agents
• Realtors
• Food trucks
• Small restaurants
• Small retailers
• Small contractors
• Farmers
• Rentals
• Any business that simply needs to track cash inflows and outflows!

Unlike the big guys, we don’t limit the number of categories, and we support tax forms 1040, 1065 & 1120s.

Automatic importing of transactions
• Using a secure 3rd party, we automatically download your bank and credit transactions.
• Sync with any of the 16,000 supported financial institutions.
• Ledger Perfect was built to prevent duplication of transactions and no data entry for bank or credit card transactions!

Streamlined categorization of transactions
• Receive notification of uncategorized transactions to keep your books current and avoid those long nights adding up your numbers.
• Transaction data is “cleansed” to allow for quick, simple identification of payee and matching to system defaults.
• The more you use our methods, the faster your process will become!

Keep up with your receipts
• Simply take a picture of your receipts and link them to your bank transactions.
• Quickly view and share receipts, including the complete transaction details.

Customization of lists
• While we provide you with default categories for your business, we have no limits on customization.
• Unlimited names, categories, divisions, and tags.
• Unlimited businesses. If you have multiple entities, Ledger Perfect allows you to use a single account for all of your transactions.
• Enter a name, category, division or tag once and use it across all of your entities. No double entry or setup!

Secure online syncing
• Transactions and receipts are automatically synced with our enterprise database and file storage.
• Utilization of banking-grade encryption and security methods.
• Easy access to your data from any smart device using our Ledger Perfect app.

Keep track of non-banking transactions
• Our Paid Out of Pocket feature allows you to track all IRS required details, including receipt images, quickly.

Reports to help you and your accountant
• Standard business reports helping you track your cash flow and profit.
• A unique report showing all the information needed for tax purposes, including any uploaded receipts!
• Reports may be sent to CSV or PDF and easily shared.
• Streamlines the year-end calculation of numbers for your tax preparer. We even map our default categories to the appropriate tax lines.
• Ability to share access with your accountant for free.


Privacy policy: https://www.ledgerperfect.com/privacy
Terms and conditions: https://www.ledgerperfect.com/terms
Disclaimer: https://www.ledgerperfect.com/disclaimer