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  • Services
    • Cleanup / Catch-up
    • Monthly Bookkeeping
    • Software Setup
    • Year-End Ready Books
  • ABOUT
  • Bookkeeping Quote
  • Templates
  • More
    • Home
    • Services
      • Cleanup / Catch-up
      • Monthly Bookkeeping
      • Software Setup
      • Year-End Ready Books
    • ABOUT
    • Bookkeeping Quote
    • Templates
  • Home
  • Services
    • Cleanup / Catch-up
    • Monthly Bookkeeping
    • Software Setup
    • Year-End Ready Books
  • ABOUT
  • Bookkeeping Quote
  • Templates

Year-End Ready Books

 

This service prepares your books so your accountant can file your taxes without delays, confusion, or corrections.


What’s included:

  • Review and cleanup of transactions through December 31
     
  • Reconciliation of all bank and credit card accounts
     
  • Verification that income and expenses are properly categorized
     

Accountant-ready package includes:

  • Profit & Loss Statement
     
  • Balance Sheet
     
  • Clean, reconciled year-end balances
     

Note: This service does not include tax filing.
 

Best for:

  • Businesses that handled bookkeeping during the year but need a final review
     
  • Business owners working with a CPA or tax preparer.

 

Pricing is based on:


  • Number of accounts
     
  • Condition of books
     
  • Prior bookkeeping history


All bookkeeping services are performed by a certified, QuickBooks-focused bookkeeper. 

  

  • 🔗 View QuickBooks ProAdvisor Profile
     
  • 🔗 View Upwork Profile

👉 Prepare My Books for Tax Season


 Certified QuickBooks ProAdvisor | NACPB Certified Bookkeeper
🔗 QuickBooks Profile | 🔗 Upwork Profile 


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