Prepare and send monthly financial reviews
Review a company's monthly packet, choose its presentation, and send it to an owner or tax preparer.
Open The Monthly Review
Select the company, then open Reports > Monthly Packets. The Monthly Financial Review page opens the prior month's packet. To review an earlier month, choose it from the month picker at the top; any of the last 24 months can be opened, and LedgerHQ prepares that month's review if it does not exist yet. Check the company, month, period, and accounting basis before reviewing or sending it.
Packet financial statements use posted ledger activity. They do not certify that all transactions have been entered or that the books are complete. See Reports for the Cash and Accrual reporting boundaries.
Choose The Presentation
Choose Accrual or Cash, then Simple or Expanded. Wait for the updated packet to finish saving before opening its page or sending it.
Under Report content, choose whether the recipient can open the Income Statement, Balance Sheet, and Transaction drill-down. Changing these selections switches the presentation to Expanded.
Supporting exports offers optional Trial Balance and General Ledger files. Use Preview for a PDF or download the file for review. Use View Page to inspect the recipient's report page. Choose Refresh after changes to the books so you can review an updated packet.
Read The Business Review
Owner pages include period comparisons, revenue and profit trends, an explanation of changes in cash, open customer invoices, bills due, and a seasonal discussion topic. Read the period and dates with each section; the figures reflect the records used to prepare that packet.
Where shown, Estimated taxes is a planning estimate based on annualized year-to-date profit. The displayed assumptions include married filing jointly, this business as the only income, and the standard deduction. The calculation omits credits, other deductions, and the qualified business income deduction; state amounts may be approximate or absent when no state is set. For S corporations, owner-salary payroll taxes are excluded.
Review those assumptions and the displayed payment estimate with the tax preparer. This section is not a completed tax projection or confirmation of the owner's actual tax or payment obligation.
Review The Recipient And Note
Choose an owner under Recipient and personal note. If none is available, add an owner with active portal access in Company Settings first.
Write a Personal note, or use Tally to draft, rewrite, or shorten it. Review the wording before sending. The note applies to this send and is cleared after a successful send.
Check Exact recipient email preview and View Page together: the email and the linked report page are separate parts of the delivery. Packets use the firm's saved logo and colors. Update those in the firm's Branding section, then refresh and review the packet; there is no separate branding editor on Monthly Packets.
Send And Check The History
Choose Review and Send, then confirm the recipient in the prompt. For a previously sent packet, use Review and Resend. This page sends the financial review manually; preparing or previewing a packet does not send it.
Delivery history shows recent sends with their recipient, basis, note, and status. Use the linked status when available to inspect the associated request. A recorded send does not by itself mean the recipient has read it.
To send a tax-preparer version, select the company's tax preparer in the Tax preparer section and choose Send tax-preparer version. This is a separate manual send. The owner business-review sections do not change the tax-preparer packet.