You're looking at a sample workspace. Nothing here is a real client. Run your own free study
Ledgerline clients Gulfstream Development Partners
Intake
C corporation · FL · tax year 2026 · Tampa, FL · contact Peter Lindqvist, VP Finance
Fastest way: drop whatever files you have (QuickBooks exports, budgets, draw reports, trackers) and we fill in most of these steps for you.
Drop your files →Step 6 of 8
Documents
| Document | For | Status |
|---|---|---|
| Job cost ledger / general ledger | Cost seg · Harbor Pointe Apartments | reviewed |
| Contracts, subcontracts and change orders | Cost seg · Harbor Pointe Apartments | requested |
| AIA G702/G703 pay applications | Cost seg · Harbor Pointe Apartments | requested |
| Invoices for owner-furnished equipment (appliances, FF&E) | Cost seg · Harbor Pointe Apartments | requested |
| Job cost ledger / general ledger | Cost seg · Bayshore Medical Office | requested |
| Contracts, subcontracts and change orders | Cost seg · Bayshore Medical Office | requested |
| AIA G702/G703 pay applications | Cost seg · Bayshore Medical Office | requested |
| Invoices for owner-furnished equipment (appliances, FF&E) | Cost seg · Bayshore Medical Office | requested |
| HERS / ENERGY STAR certificates per home | Energy home credit · Harbor Pointe Apartments | received |
| Valuation notice | Property tax · Bayshore Medical Office | received |