Year-End
Financial Review
Feel good about your DIY bookkeeping work? Let us take a look, and give you a green light for tax preparation!
Sleep better knowing your DIY bookkeeping is professionally reviewed and ready for tax time – catch errors now before they become costly mistakes.
Get expert validation of your hard work and clear guidance on any needed corrections, all for less than the cost of one month of full-service bookkeeping.
Your careful record keeping deserves a professional second look – our Year-End Bookkeeping Review helps ensure you're maximizing deductions and minimizing stress.
What does a review entail?
Review bank and credit card reconciliations for all accounts to ensure transactions match statements and no items are duplicated or missing
Analyze expense categorizations, flagging any miscategorized items and identifying commonly missed tax deductions
Verify proper handling of asset purchases over $2,500, ensuring they're recorded as fixed assets rather than expenses when appropriate
Review income classification and 1099 contractor relationships, confirming proper documentation is in place for tax reporting
Check for personal expenses incorrectly categorized as business expenses and provide guidance on proper separation
Analyze loan and owner contribution/distribution accounts for accurate recording of business vs. personal transactions
Perform a high-level review of profit margins and expense ratios to identify any potential red flags or unusual patterns
Prepare a summary report highlighting findings, required corrections, and recommendations for improved bookkeeping processes
Provide a checklist of tax documents needed based on the business activities identified during review
$299