Monthly close & management reporting
Board-grade P&L, balance sheet, cashflow and a commentary page — delivered by day 5. Same template every month so you can read it faster each time.
- Close dateD+5
- Commentaryincl.
- Review call30 min
Apex Ledger is a Sydney firm for founders who want their accountant to look and feel like the finance function they wish they had internally. Fees printed. Close dates honoured. Dashboards that tell you something.
Most firms quote a number they can later "scope up." We print the fee schedule on the website, bake it into the engagement letter verbatim, and give you a red line if the scope moves.
Pick the business you have this quarter — not the one your accountant wishes you were — and the schedule adjusts. Every line item is plain English and maps to a real deliverable.
If we miss a close date by more than 2 business days for reasons that aren't yours, that month is on us. Printed in clause 4.2.
Board-grade P&L, balance sheet, cashflow and a commentary page — delivered by day 5. Same template every month so you can read it faster each time.
Lodgements tracked in a shared calendar you can audit. R&D tax incentive, FBT, Div 7A and year-end handled with your legal counsel, not around them.
A real finance partner for pitches, board packs and scenario models. We'll sit in your raise, not just "review the numbers" after the fact.
Xero or NetSuite. AP on Approval Max. AR on Stripe + Ignition. Payroll run weekly or fortnightly. We'll migrate if you're on something worse.