Tax-Ready Financials

Books your CPA can actually use.

What this service is

We keep your books organized and reviewed throughout the year, so when tax season arrives, your CPA or tax preparer gets accurate, reconciled financials — not a scramble of missing receipts and guesswork.

Who needs it

Not sure where to start?

Add us as an accountant user in your accounting software and we’ll review your books free of charge — usually within 30 minutes to a business day — then send a written quote.

What's included

The benefit to you

How it works

01

Free review of your current books and tax history

02

Cleanup of any prior-year gaps, if needed

03

Ongoing monthly bookkeeping, kept tax-ready year-round

04

Tax-ready package delivered ahead of filing deadlines

Frequently asked questions

No — we prepare accurate, organized financials for your CPA or tax preparer to use for filing. We’re happy to coordinate directly with them.

We can prioritize a catch-up project to get you tax-ready as quickly as possible — timeline depends on how far behind things are.

Yes, we regularly coordinate directly with clients’ CPAs and tax preparers.

Let's talk about your books

A free review is the fastest way to find out exactly what your business needs.