Are Your Books Tax-Ready?
Run the same 10-point check we use at BH Tek Bookkeeping. It takes about five minutes, and it shows you exactly where your books stand before tax season does.
Most small business owners find out their books are a mess at the worst possible time, when their CPA is already asking questions. This free checklist walks you through the ten things that make books tax ready:
- Every bank and credit card account reconciled and current.
- Business and personal spending fully separated.
- Receipts and records on file for the expenses that need them.
- Payroll records complete and matching your filings.
- Contractor information collected and ready for 1099s.
Score yourself as you go. If your books check every box, you are in good shape. If they do not, you will know exactly what needs fixing, and fixing it early is always cheaper than fixing it in March.
Already know you need help? want the consultation first.
Already know your books need work? Skip the checklist and talk to us directly.
Or visit our year-round bookkeeping page to learn how we keep your books clean all year.