Year-End & CPA-Ready Bookkeeping
Organized Records. Less Tax-Time Stress. Ready for What's Next.
Organized, reviewed records, ready for your tax professional, so tax time is less stressful.
Free 15-minute call. Reply within 1 business day.Year-End & CPA-Ready Bookkeeping, in plain terms
Books reviewed for the whole year
Accounts reconciled and categories corrected.
Year-end reports
P&L, Balance Sheet and supporting schedules.
Records your CPA can use
Organized so filing goes smoothly.
We prepare your books for year-end closing and tax filing so you have clean, accurate, and well-documented financial records. Our CPA-ready bookkeeping helps you (and your CPA, if you have one) file taxes smoothly, avoid last-minute issues, and make informed decisions for the year ahead.
What's included
- Complete review and clean-up of the year's transactions
- Reconciliation of all bank and credit card accounts
- Review and adjustment of account categorization
- Preparation of year-end financial statements (P&L, Balance Sheet, etc.)
- Identification and correction of common bookkeeping errors
- Organization of supporting documentation and schedules
- Review of accounts payable and accounts receivable
- Inventory and fixed asset review (if applicable)
- Payroll review and year-end summaries (if applicable)
- 1099 vendor reporting support (if needed)
- Coordination with your tax preparer or CPA
- Ensure your books are accurate, complete, and CPA-ready
Who this service is for
- Small and mid-sized businesses that want stress-free tax preparation
- Business owners who want organized, accurate financial records for their CPA
- Businesses with multiple bank accounts or credit cards
- Business owners who want to avoid last-minute cleanups and tax season stress
- Businesses looking for clear year-end reports to understand their financial performance
Probably not the right fit if
- Books behind for several months? Start with QuickBooks Cleanup & Catch-Up.
- Want clean books all year? See Monthly Bookkeeping.
From first call to finished work
We discuss your tax deadlines, business structure, and reporting requirements.
We go through your full year of transactions, reconcile accounts, and correct any issues.
We prepare accurate financial statements and supporting schedules for tax filing.
You receive organized, complete, and CPA-ready books for your CPA or tax filing.
What we need from you
- Your tax deadlines and business structure
- Access to your software and year-end statements
- Your CPA's contact details, if you want us to coordinate
Your data stays yours. How we keep your data safe
Ready to talk it through?
A free 15-minute call. We look at where your books stand and tell you what you need. No obligation.
Book a Free ConsultationReply within 1 business day