diff --git a/app/glbalance-services.go b/app/glbalance-services.go
index edd05e1..521b6b5 100644
--- a/app/glbalance-services.go
+++ b/app/glbalance-services.go
@@ -7,23 +7,23 @@ import (
 
 // GlBalanceParams is a parameter struct
 type GlBalanceParams struct {
-	glAccountID string
-	periodID    string
-	principal   *User
+	GlAccountID string
+	PeriodID    string
+	Principal   *User
 }
 
 // GetGlBalanceByParams is a GL balance helper function
 func GetGlBalanceByParams(params GlBalanceParams) *ledger_models.GlBalance {
 	sugar.Debug("ops.getGlBalanceByParams: 📥")
-	obj, ok := glBalanceCache.get(params.periodID, params.glAccountID)
+	obj, ok := glBalanceCache.get(params.PeriodID, params.GlAccountID)
 	if ok {
 		sugar.Debug("ops.getGlBalanceByParams: 👍 📤 🎯")
 		return obj
 	}
 	ledgerParams := gl_balance.NewGetGlBalancesParamsWithTimeout(getTimeout)
-	ledgerParams.GlAccountID = &params.glAccountID
-	ledgerParams.PeriodID = &params.periodID
-	response, restErr := ledgerClient.GlBalance.GetGlBalances(ledgerParams, params.principal.Auth)
+	ledgerParams.GlAccountID = &params.GlAccountID
+	ledgerParams.PeriodID = &params.PeriodID
+	response, restErr := ledgerClient.GlBalance.GetGlBalances(ledgerParams, params.Principal.Auth)
 	if restErr != nil {
 		sugar.Errorf("ops.getGlBalanceByParams: 💣 ⛔ %s", restErr.Error())
 		return nil
@@ -32,7 +32,7 @@ func GetGlBalanceByParams(params GlBalanceParams) *ledger_models.GlBalance {
 	for _, itm := range response.Payload.Data {
 		theGlBalance = itm // singleton
 	}
-	glBalanceCache.put(params.periodID, params.glAccountID, theGlBalance)
+	glBalanceCache.put(params.PeriodID, params.GlAccountID, theGlBalance)
 	sugar.Debugf("ops.getGlBalanceByParams: 👍 📤")
 	return theGlBalance
 }
diff --git a/app/period-services.go b/app/period-services.go
index 25fc249..79650d9 100644
--- a/app/period-services.go
+++ b/app/period-services.go
@@ -5,8 +5,33 @@ import (
 	"time"
 
 	"code.tnxs.net/taxnexus/lib/api/ledger/ledger_client/period"
+	"code.tnxs.net/taxnexus/lib/api/ledger/ledger_models"
 )
 
+// GetPeriodByID is a first class object retrieval method
+func GetPeriodByID(recordID *string, principal *User) (*ledger_models.Period, error) {
+	ledgerParams := period.NewGetPeriodsParams()
+	ledgerParams.PeriodID = recordID
+	periodResponse, restErr := ledgerClient.Period.GetPeriods(ledgerParams, principal.Auth)
+	if restErr != nil {
+		return nil, fmt.Errorf("devops.getPeriodByID: 💣 ⛔ getPeriod error: %w", restErr)
+	}
+	return periodResponse.Payload.Data[0], nil
+}
+
+// GetPeriodByDate is a first class object retrieval method
+func GetPeriodByDate(accountID *string, theDate time.Time, principal *User) (*ledger_models.Period, error) {
+	ledgerParams := period.NewGetPeriodsParams()
+	ledgerParams.AccountID = accountID
+	dateString := theDate.Format(dateFormat)
+	ledgerParams.Date = &dateString
+	periodResponse, restErr := ledgerClient.Period.GetPeriods(ledgerParams, principal.Auth)
+	if restErr != nil {
+		return nil, fmt.Errorf("devops.getPeriodByDate: 💣 ⛔ getPeriod error: %w", restErr)
+	}
+	return periodResponse.Payload.Data[0], nil
+}
+
 // CalendarPeriod is a parameter type
 type CalendarPeriod struct {
 	ID        string