QuickBooks Specialist
Mortgage-Ready Financials
Tax Prep & Filing
E&O Insured
BBB Accredited
Who we work with
Three referral problems. One local solution.
Whether you're a realtor with a self-employe buyer a loan officer with a business borrower, or a small business owner who needs their books to speak to a lender - LedgerLine has a clear process for each situation.
Don't have a CPA?
We can handle the tax returns too.
Most lenders require two years of business and/or personal tax returns alongside current financials. If your client doesn't have a CPA or tax preparer, LedgerLine can prepare and file those returns — so everything needed for underwriting comes from one place, stays consistent, and moves faster.
HOW IT WORKS
Simple for you. Powerful for your client.
01
You refer
Send your client to LedgerLine before they apply - one call or email is all it takes.
02
We assess
We review what's needed - books, statements, tax returns - and map out exactly what the lender will require.
03
We deliver
Clean financials, aligned returns, lender-formatted statements - everything from one source, consistent and complete.
04
You close
Your deal doesn't slip because of paperwork. That's the whole idea.
Services
What LedgerLine delivers
Mortgage-Ready P&L & Balance Sheet
Formatted to underwriting standards. Aligned with filed tax returns. No lender surprises.
Investor Portfolio Financials
Per-property income statements, full balance sheet with existing debt, and a cash flow statement for new acquisition loans.
Tax Preparation & Filing
Business and personal returns prepared and filed - including the two years most lenders require. Available when your client doesn't have a CPA. Fully consistent with their books.
Business Loan Financial Cleanup
12-month catch-up, 3-statement package, QuickBooks setup, and post-close support. Billed from loan proceeds.