Bookkeeping Checklist

Everything you need to know to wrap up your finances for year-end taxes and head into the new year with confidence.

Have peace of mind this tax season

Close your books like a pro with our financial closing checklist. You can follow the exact steps our team uses to finalize annual financial reporting. Download a copy of our free, easy-to-use Google Doc that will help prioritize most important accounting tasks at each quarter and year-end.

Knowing that your books are in good shape for year-end is a great way to reduce your stress around your business taxes. Our bookkeeping checklist will help you get you started on everything you'll need to prepare for your tax accountant to finalize your business taxes. Feel free to follow this process as often as possible. For our clients, typically set up a monthly and quarterly closing process.

We're here to support you!

Please don't hesitate to schedule a free consultation if you'd like to discuss any action items in this process that you might need a little more guidance on!

Ready to take your small business to the next level?