For bookkeepers
The books
are closed.
The questions
aren’t.
Send us the QuickBooks general ledger. Get back a clean one-page P&L for each client, ready to forward.
Questions? Email us.
Profit and loss · September 2026
One page per client
| Line | September | August | Change | |
|---|---|---|---|---|
| Revenue | $284,331 | $245,000 | +16.1% | |
| Gross profit | $181,916 | $150,000 | +21.3% | |
| Operating expenses | $131,894 | $108,000 | +22.1% | |
| Net income | $50,022 | $42,000 | +19.1% | |
| Net margin | 17.6% | 17.1% | +0.5 pts |
What changed.
This month beside last, change worked out.
What doesn’t tie out.
We flag changes and numbers that don’t add up.
Where to look first.
A clear place to start, so you know what to review.
How it works
- Export
Pull the QuickBooks ledger you already export.
- Send
Email it to us. No login, no setup.
- Read
Get a clean P&L back for each client, ready to forward.
Is Bifocal right for you?
A good fit if
- Your clients use QuickBooks
- You send clients a monthly P&L
- You’re tired of rebuilding the same report every month
Not yet if
- Your clients aren’t on QuickBooks (it’s the only export we read today)
- You want a live dashboard or an app
- You want us to connect to your books
Questions
What is Bifocal?
A second set of eyes on your clients’ books. Send us the QuickBooks general ledger. We send back a one-page P&L for each client, last month beside it, change worked out.
What problem does it solve?
The monthly rebuild. Set each client’s groupings once, and every month’s export comes back as a clean page, with the numbers checked to tie out.
What do I send?
Your QuickBooks general ledger export. Email it to us. That’s it.
Is this an app?
No. No login, no dashboard, nothing to install. One page lands in your inbox.
When do I pay?
Not for 30 days. Cancel before day 30 and you pay nothing.
Try it free for 30 days.
$79 a month, up to 10 clients. Cancel any time.
- First 30 days free.
- Card saved at sign-up, first charged on day 30.
- Cancel before then and pay nothing.
- Your first report goes out Monday, November 9, 2026.