Year-End Package for Your CPA
We close out your year and send your CPA clean books and the documents they need. Your CPA prepares and files your tax return.
What your CPA gets
Clean, organized books instead of a box of receipts.
- Year-end profit and loss and balance sheet
- Every bank, card and loan account matched to December 31
- Payroll totals for the year
- Payments to contractors, listed by person
- Large purchases and loans listed
- Notes on anything unusual
We don't prepare or file tax returns or give tax advice. That's your CPA's job. We make it easier.
How it works
Step 1
Book a call
Tell us when your year ends and when your CPA needs your books.
Step 2
We close the year
We finish the books and match every account to its statement.
Step 3
We send it to your CPA
Your CPA gets the package, or we send it to you to pass on.
Step 4
We answer questions
If your CPA asks how something was recorded, we answer.
Year-end questions
Do you prepare or file my tax return?
No. Your CPA prepares and files your return and gives tax advice. We give them accurate, matched books and the documents they ask for, so their work goes faster and there's less back and forth.
Can I get a year-end package without monthly bookkeeping?
Yes. If your books haven't been kept up during the year, we catch them up first so the package is accurate.
When should we start?
As soon as your year ends, or earlier if your books are behind. Tell us your CPA's deadline on the first call and we'll plan backwards from it.
I don't have a CPA yet. Can you still help?
Yes, we can still close out your books. Tell us on the call and we'll talk about next steps.
Other services
Catch-up Bookkeeping
Behind on your books? We bring every month up to date and fix past mistakes.
Monthly Bookkeeping
Every transaction recorded, every account matched and a clear report each month.
Audit Document Preparation
The documents and reports your auditor asks for, organized and ready.
Get ready for tax time
Book a free call. We'll look at where your books are and tell you how we can help.