Seamlessly Transition Into Tax Season

Year-end tax preparation services to ensure your books and financial records are complete, accurate, and ready to go. We’ll review your accounting files, make any adjustments necessary, and sign-off before making the hand-off to your CPA.

• Verify accounts have been reconciled and are showing the correct balances
• Record all outstanding transactions in your QuickBooks
• Make sure your A/P and A/R are up to date
• Review your expenses and make sure they are categorized correctly
• Double check the current mileage reimbursement rate in your QuickBooks
• Verify all employee information is current and accurate
• Assist with your 1099 reporting for all independent contractors you have paid

Financial Reporting Services to Better Know the Health of Your Business

QuickBooks gives you the ability to run financial reports with ease, including functionality that allows for full customization and smart reports that your dashboard recalls, right when you need it to.

With our project accounting experience and QuickBooks knowledge, our project accounting team can create specific reports that ease the transition into tax season. Your relationship with your banker, CPA, investors, shareholders, or potential buyers are different from one another, resulting in a variation of required financial information from each party. Our team provides the insight, tools, experience, and QuickBooks expertise that inform efficient and effective reporting to get the right information to the right people.