Our year-end process
Year-End Bookkeeping: What to Expect
As we wrap up another year, we want to give you a clear picture of our year-end bookkeeping process. This ensures your financial records are in order and ready for tax season. Check out our short video for a quick overview:
December Reconciliations – In January, we complete the final month’s reconciliations.
Request for Missing Information – If we need anything from you, we’ll reach out. Please respond quickly so we can move forward!
Final Review – Once your bookkeeper finalizes your records, Ashley will conduct a thorough review to ensure everything is accurate.
CPA Coordination – After Ashley’s review, Megan will notify your CPA that your books are ready. She’ll also upload key documents like bank statements and payroll records to their portal or a Sharefile folder.
Income Tax Return & Adjustments – Once your CPA completes your tax return, we recommend sending us a digital copy. We’ll enter any adjustments they provide to keep your records accurate.
Why Timely Responses Matter
To keep everything on track, please respond to our questions throughout the year. This includes transaction clarifications, vehicle purchase paperwork, and account access details. Quick responses help us ensure a smooth year-end process!
If you have any questions, feel free to reach out. We appreciate your trust in A&L Bookkeeping and look forward to another great year with you!