Year-end close and tax-ready books
Everything your tax preparer needs, finished on time — so filing season is calm, quick and accurate.
No more year-end scramble
For many businesses, year-end means a rush to find receipts, fix mistakes and answer questions from their tax preparer. It’s stressful, and it often costs more than it should.
We close your books properly, prepare a year-end package and work directly with your tax preparer or accountant, so your returns can be filed quickly and accurately.
We work with your tax preparer
We don’t replace your tax preparer — we make their job easier. They receive clean, reconciled books and answers to their questions.
About usWhat’s included?
Year-end close
All accounts reconciled and reviewed for the full year.
Year-end package
Final reports, supporting schedules and notes for your tax preparer.
Asset records
Equipment and other assets recorded for depreciation.
Year-end slips
W-2, 1099, T4 and T4A slips prepared and filed.
Preparer questions
We answer your tax preparer’s questions directly.
Records stored
Your year-end records saved securely for future reference.
Why plan your year-end with us?
- Faster filing — books ready when your preparer needs them.
- Lower fees — less time spent fixing books at year-end.
- Accuracy — fewer adjustments and fewer surprises.
- Less stress — no last-minute search for receipts.
- One team — your bookkeeper knows your whole year.
How does it work?
Year-end review
We review the full year and flag anything missing.
Close the books
Final adjustments made and reports prepared.
Hand over
Your package goes to your tax preparer, with answers ready.