Make your next accountant meeting more useful with Ledra
Review your business performance and financial position in Ledra, export the relevant reports and prepare useful questions for your accountant.
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Go into your next accountant meeting with the figures you need and the questions you want answered. Ledra’s financial reports help you review how your business performed and where it stands, giving you a clearer starting point for discussing what comes next.
Get ready for your accountant meeting with Ledra
See how the business is doing
Your Profit and Loss brings together income and expenses for a selected period. It helps you see the result of the work you have done and identify costs you want to discuss with your accountant.
Your Balance Sheet shows assets, liabilities and equity at a particular date. Read alongside your Profit and Loss, it gives you another view of the business: what it owns, what it owes and the position at that date.
Choose the period you want to discuss, then ask your accountant about any figures you do not understand or changes that deserve a closer look.
Bring the reports to the conversation
In Ledra, you can select the reporting dates and export financial reports as PDF or Excel files. That gives you a way to prepare the figures from your books without copying each total into a separate document.
Agree with your accountant which reports and dates they need, then share the exports through your usual secure channel. If they request a Trial Balance, that is available in Ledra too, with the required plan and access.
Make room for useful questions
Take a few questions that matter to your business. You might want to understand a change in expenses, discuss the result for the quarter or check a balance you are unsure about. Having the relevant report in front of you gives each question a specific starting point.
Keep the underlying books up to date and note anything still awaiting a document or explanation. Your accountant can then put the figures in context and help you decide what needs attention.
Explore financial reporting in Ledra
Financial reports are available with an active Accounting Essential or higher Accounting plan. The reports and exports each person can use depend on their company access and reporting permissions.
Explore Ledra and see how its financial reports could support your next accountant conversation.