Services › Year-End & Tax-Ready Books
Tax season goes faster, and usually costs less, when your books are closed and correct before your tax preparer sees them. Messy books mean more questions, more billable hours and a higher chance of missed deductions.
At year-end we reconcile every account through December 31, record fixed assets, loans and depreciation entries, file 1099s, and deliver a year-end package your CPA or tax preparer can work from right away.
What's included
- Final reconciliations of every account through December 31
- Fixed asset, loan and depreciation entries recorded
- Owner draws and contributions cleaned up
- 1099 preparation and filing for contractors
- A year-end report package for your CPA or tax preparer
- Answering your tax preparer's bookkeeping questions
How it works
- December review. We flag anything that needs attention before year-end.
- Close. After December statements arrive, we reconcile and close the year.
- Year-end entries. We record fixed assets, loans and depreciation entries.
- Hand-off. Your tax preparer gets a complete package, and we answer their questions directly.
Who it's for
Every business that files a tax return, especially owners whose books are behind in the fall or who've been doing their own bookkeeping all year. Read what to do before the end of the tax year for a head start.
More than a bookkeeper
We're more than a bookkeeper who keeps your books current. Every month we look at your numbers and tell you what they mean: where margins are slipping, which costs are creeping up, and practical ideas to make and save more money. Think of us as a light fractional CFO, at a bookkeeping price.
Frequently asked questions
When should I start year-end work?
November or December is ideal, so there's time to fix problems before statements close out the year.
Will you work with my tax preparer?
Yes. We send your CPA or tax preparer everything they need and answer their bookkeeping questions directly.
What's in the year-end package?
A year-end P&L and Balance Sheet, reconciliations, a general ledger, fixed asset detail and 1099 summaries.
Related services
We serve small businesses across Arizona, including Gilbert, Mesa, Chandler, Queen Creek, Phoenix and Scottsdale. See all service areas.
What Our Clients Say
★★★★★ 5.0 on Google
Get your books in order
Plans start at $250 per month, and most clients pay around $500. Book a free call and we'll look at where your books stand today and give you an exact quote.