Service
Year-End Preparation
A clean bookkeeping package prepared for your accountant or tax preparer.
Best for
- Businesses with mostly maintained books
- Owners preparing for tax season
- Accountant-ready handoff
- Small businesses wanting cleaner year-end records
Common problems solved
- Disorganized year-end files
- Missing expense categories
- Unclear account balances
- Last-minute accountant requests
What this includes
- Reconciled bookkeeping records
- Basic financial reports
- Organized expense categories
- Open items list
- Cleaner handoff to tax preparer
What this does not include by default
- Corporate tax return preparation
- CPA sign-off
- Financial statement assurance
- Fixing unreconciled prior periods unless quoted