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Where the money stands today — Halden & Roe LLP, fiscal year 2026.

Cash at bank

$284,310.55

+4.1%

across 3 accounts

Income · YTD

$629,050.00

+18.2%

vs 532,100 last year

Expenses · YTD

$607,000.00

+9.6%

vs 524,236 last year

Net profit · YTD

$22,050.00

3.5% margin

before tax

Income against expenses

Six months to September 2026

Income Expenses

Bank balance

Closing balance each month

Today $284,310.55

Recent activity

  • Payment received Delta Fabrication — INV-2088 +$8,900.00 2 hours ago
  • Invoice sent Ferrow Manufacturing — INV-2086 −$27,310.00 Yesterday
  • Bill recorded Ostara Legal — BILL-0912 −$7,500.00 Yesterday
  • Expense reconciled Meridian Cloud Services −$2,450.00 2 days ago
  • Payment received Orrin Media — INV-2082 +$9,375.25 3 days ago

Top customers year to date

  • Ferrow Manufacturing $210,400.00
  • Northwind Trading $142,300.00
  • Kestrel Logistics $98,750.00
  • Delta Fabrication $74,600.00
  • Arbor Health Group $61,200.00

Needs attention 4 items

Overdue invoices

$19,720.00

7 invoices, oldest 41 days

Chase these

Bills due this week

$12,460.00

3 bills, 1 already overdue

Review bills

Unreconciled

18

transactions since 01 Sep

Reconcile

Sales tax due

$9,820.40

balance on account 2100

Tax summary
Coffer v1.0.0 Halden & Roe LLP — fiscal year ending 31 Dec 2026 All figures in USD

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