From an accounting firm
Hand your accountant
a finished year.
Not a shoebox.
Invoices, expenses, receipts and mileage, logged as they happen. At tax time it's one file they can open and work from.
Read-only sample data. Nothing you do in the demo is saved or sent.
Overview
Where the year stands, without opening a spreadsheet.
- Balance, income and expenses for the month, updated as you log.
- Overdue invoices flagged before they age quietly.
- One tap to the four things you do most.
What that actually looks like
As it happens
Log it once
Invoices, expenses, receipts and mileage, entered when they occur. When you record money received, photograph the receipt and the amount and date are read off it.
Kept in order
It stays sorted
Clients, vendors and categories stay attached to every entry, and mileage uses the IRS rate in force on the day of the trip, not one flat rate for the year.
At tax time
Hand it over
One workbook your accountant opens and works from, with a readiness score that tells you what is still missing before you send it.
The file your accountant opens
Not a folder of screenshots. One workbook with a completeness score, an action-items sheet, reconciliation checks, and every source record attached, generated from your books, not typed up at the end of the year.
Who is behind it
AFGTracker is built and run by Arqam Financial Group: tax, accounting and bookkeeping, and fractional CFO work. Bel Air, Maryland, serving clients remotely nationwide. QuickBooks ProAdvisor, Gold.
About the firm