This is a demo. Ridgeline Builders is not a real company, and every number here is invented. This is what your own portal would look like.

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Everything your accountant needs to ask you, and everything you need to ask back. In writing, at whatever hour suits you.

Your accountant has 2 questions for you
Your accountantYour accountant
This $13,600 lumber run is not tagged to a job. Was it for the Alder Street kitchen or the Bayview deck?Waiting

2026-08-21 · Expense · Sierra Lumber Supply · Uncategorized Expense · ($13,600.00)

Your accountantYour accountant
A $44,000 deposit came in from the Alder Street client. Is that the second draw, or a deposit on new work?Waiting

2026-08-08 · Deposit · M. Alder · Undeposited Funds · $44,000.00

Your accountantYour accountant
Is the new excavator a rental or a purchase? It changes how it lands on your books and your taxes.

2026-07-30 · Expense · Cascade Equipment · Equipment and fuel · ($9,400.00)

You
Rental, three months, for the Bayview job.

Example questions, invented like the rest of the demo. In your own portal you answer them here and the answer reaches your accountant.