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BOOKSCLOSED▲ DAY 3TAXON TRACK▲ +0.0CASH$31.7K▲ +3.1%AR DAYS31▼ -6.0MARGIN62%▲ +1.8PAYROLLFILED▲ ON TIMEREVENUE$61.9K▲ +6.4%FORECAST90 DAYS▲ UPDATED

Northline Ledger Group keeps your books, your tax and your cash on one clear board, so you always know where you stand and what to do next.

  • Free first call
  • Fixed quotes
  • Year-round advice
CLIENT VIEW / NORTHLINE LEDGER GROUP
Daniel Okafor, CPA
Your accountantDaniel Okafor, CPASample license no. 000000
CASH ON HAND$31.70K
▲ 12.4% sample YoY
BOOKS CLOSED day 3

WATCHLIST

Start with one line and add more as the business grows. Prices shown are samples.

ADVAdvisory and planning

Monthly reviews of revenue, margin and cash. Decisions on hiring, pricing and spend made from live numbers.

▲ +8.2%from $950 / mo
BKPBookkeeping

Every transaction categorized, every account reconciled, books closed on a fixed schedule.

▲ +3.4%from $225 / mo
TAXTax preparation and planning

Individual and business returns, plus planning conversations before decisions are made.

▲ +5.1%from $480 / mo
CLNCleanup and catch-up

Backlog rebuilt into a clean, current set of records you can trust.

▲ +9.7%fixed quote
CSHCash flow forecasting

A rolling 90 day view of what is coming in and going out, built from your history.

▲ +4.6%from $300 / mo
PAYPayroll and sales tax

Runs and filings coordinated so nothing slips between your systems.

▲ +2.2%from $150 / mo

LIVE BOARD (SAMPLE DATA)

Your business, quoted live

$70K$53K$35K$18K$0KJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC$60.0K
REVENUE$61.9K▲ 50%
GROSS MARGIN62%▲ 15%
CASH ON HAND$31.7K▲ 156%
DAYS TO CLOSE3D▼ 79%

ORDER FLOW

01

Open the account

A free call to learn your business and your goals.

02

Connect the feeds

Link bank accounts and share documents through a secure upload.

03

Set the baseline

We clean and categorize records and build your monthly board.

04

Review every month

Walk through the numbers together and agree on next moves.

12monthly closes a year
4planning calls a year
3day target to close books
1fixed written quote

Sample service terms. A real firm lists its own.

QUOTE BOARD

Sample prices for the demo. Your quote is fixed and in writing.

BOOKKEEPING

Essentials

$225/ month, sample
  • Monthly bookkeeping
  • Bank reconciliations
  • Simple monthly report
  • Secure document upload
Ask about this plan
BOOKKEEPING + TAX

Core

$480/ month, sample
  • Everything in Essentials
  • Quarterly planning call
  • Business tax return
  • Priority email support
Ask about this plan
MOST ACTIVEFULL ADVISORY

Advisor

$950/ month, sample
  • Everything in Core
  • Monthly performance review
  • Cash flow forecast
  • Pricing and hiring analysis
Ask about this plan
Daniel Okafor, CPA
Daniel Okafor, CPALicensed CPA, sample no. 000000

YOUR ANALYST

One accountant who knows your file, explains it plainly and answers the phone. Daniel Okafor, CPA works with owners and households across Downtown Brooklyn, NY and the surrounding boroughs.

CLIENT FEED

“They showed me where the money was going and where it could go. I finally make decisions with numbers in front of me.”
J.T.Sample client
“Prompt, clear and calm. My books were a mess and now I get a short report every month that I actually read.”
M.R.Sample client
“A real person answers the phone. Tax season went from a month of stress to a couple of short conversations.”
A.V.Sample client
“Pricing was fixed and in writing before we started. No surprises, and the advice was practical.”
L.K.Sample client

HELP DESK

What people usually ask before the first call.

What happens on the first call?

A short, free conversation about your business, your goals and what is not working today. You leave with a clear idea of the next step, with no obligation.

How do I send my documents?

Through a secure upload or by phone if you prefer. This page is a sample and shows how a real firm would set it up.

Do you work with clients outside the city?

Yes. Most work is remote, with calls, video or in person meetings when they help.

How is pricing set?

After the first call you receive a fixed quote in writing. Any prices on this page are samples only.

Can you take over from my current accountant?

Yes. With your permission we request prior records and set up a clean starting point so nothing is lost.

What if I receive a tax notice?

Send it over as soon as it arrives. We review it with you and explain the options before anything is sent back.

OPEN YOUR ACCOUNT

Based in Downtown Brooklyn, NY. Tell us where the business stands today and we will show you the board.

NLNorthline Ledger GroupDowntown Brooklyn, NY · (718) 555-0126

Sample website template. All names, prices, reviews, hours and addresses are placeholders.

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A preview prepared for youSample preview. Names, prices and reviews are placeholders until your real details are added.
Care plan