Financial Dashboard
A real-time view of revenue, expenses, and profitability across APR Compliance Group.
Monthly Income vs. Expenses
Last six months of cash flow from recorded transactions.
Income & Receivables
Log payments received for notarizations, VA work, translations, and other services.
New Income Entry
Record a payment or expected receivable.
| Date | Client | Service | Category | Invoice | Method | Status | Amount | Notes |
|---|
No income recorded yet.
Add your first payment above to begin tracking revenue by service and client.
Expenses & Deductions
Record every business cost — software, supplies, licensing — and flag what’s tax-deductible.
New Expense Entry
Categorize and flag deductibility at time of entry.
| Date | Description | Category | Method | Deductible | Amount | Deductible Amt | Notes |
|---|
Nothing recorded yet.
Log your first expense above — softwares, supplies, or licensing — to begin building your tax deduction ledger.
Tax Center
Auto-calculated quarterly summaries, reserve tracking, and deduction breakdowns — sourced from your live income and expense data.
Quarterly Summary — —
Estimated tax due is calculated using your current tax settings below.
Tax Settings
Adjust rates to reflect your filing bracket. All figures are estimates.
Tax Reserve Tracker
Recommended reserve is 25–30% of net profit. Compare to what you’ve set aside.
Deductible Expense Breakdown
Grouped by category — full and partial deductibles combined.
IRS Schedule C Reference
A mapping guide — your categories to common Schedule C lines.
- Software & SubscriptionsLine 18 — Office expense / Line 22 Supplies
- Office SuppliesLine 22 — Supplies
- Professional DevelopmentLine 27a — Other (CE / Certifications)
- Marketing & AdvertisingLine 8 — Advertising
- Professional ServicesLine 17 — Legal & professional
- Banking & Payment FeesLine 10 — Commissions & fees
- Equipment & HardwareLine 13 — Depreciation / Sec 179
- Travel & TransportationLine 24a — Travel / Line 9 Car & truck
- InsuranceLine 15 — Insurance (other than health)
- Business Registration & LicensingLine 23 — Taxes & licenses
- OtherLine 27a — Other expenses
Reports & Statements
Generate branded, print-ready documents for bookkeeping, client handoffs, or your CPA.
Profit & Loss Statement
Revenue minus expenses by category, plus tax reserve set aside, for any date range.
Expense Report
Every expense grouped by category, deductible vs. non-deductible split.
Income Report
All income grouped by service type, with payment method breakdown.
Annual Summary
Month-by-month view of income, expenses, and net profit for a full year.