Tax-Ready Books. A Cleaner Hand-Off to Your CPA.
When tax time comes, your CPA needs accurate books—not a bookkeeping project. We get your QuickBooks Online file organized, reconciled, and ready for your tax professional.
Owner-Led · QuickBooks Online · Direct CPA Coordination
Tax Prep & CPA Hand-Off
Make Tax Time Easier for You—and Your CPA.
Tax preparation goes a lot smoother when the bookkeeping is already done. We review your QuickBooks Online file, reconcile the accounts, and address bookkeeping issues before your CPA starts working on the return.
When the books are ready, we can provide the financial reports your CPA needs and work directly with them to answer bookkeeping questions.
We’ll help you get ready with:
Bank and credit card accounts reconciled through year-end
Profit & Loss and Balance Sheet reports reviewed and ready
Organized QuickBooks Online records for your CPA
YEAR-END BOOKKEEPING
We review and reconcile the books so bookkeeping issues are handled before your CPA starts tax preparation.
CPA COORDINATION
We can work directly with your CPA to provide reports, answer bookkeeping questions, and help make the hand-off easier.
WHAT WE PREPARE FOR YOUR CPA
What Goes Into a Clean CPA Hand-Off?
A smooth tax hand-off starts with complete, accurate bookkeeping. We review the key areas of your QuickBooks Online file so your CPA receives organized books they can actually work with.
Year-End Reconciliations
Reconcile bank and credit card accounts through year-end and resolve outstanding differences.
Transaction Review
Review uncategorized, duplicated, or questionable transactions before the books go to your CPA.
Profit & Loss Review
Review income and expenses for unusual activity, miscoding, and items that may need your CPA’s attention.
Balance Sheet Review
Review assets, liabilities, equity, and other balance sheet accounts for balances that need attention.
A/P & A/R Review
Review outstanding bills and invoices so old or incorrect balances don’t create confusion at tax time.
CPA Financial Package
Provide an updated Profit & Loss and Balance Sheet along with the bookkeeping information your CPA needs.
WHEN IT’S TIME TO HAND THE BOOKS TO YOUR CPA
Is Your QuickBooks File Actually Ready for Tax Time?
Sending your CPA a QuickBooks file doesn’t necessarily mean the books are ready. If accounts aren’t reconciled, balances look questionable, or transactions still need attention, your CPA may have to sort through bookkeeping issues before they can focus on the tax return.
It’s Time for a CPA Hand-Off When:
Tax Time Is Coming
Your CPA needs accurate financial statements, but you want the bookkeeping reviewed before you hand everything over.
Your CPA Is Asking Questions
Balances, transactions, or accounts need clarification before your CPA can confidently use the financials.
Your Books Haven’t Had a Year-End Review — We’ll reconcile the accounts and review the financials before they go to your CPA.
You Want to Avoid Paying Your CPA to Fix Bookkeeping — Give them organized books so they can focus on tax and accounting work instead of cleaning up transactions.
Get the Bookkeeping Done Before It Reaches Your CPA.
WHY BUSINESSES TRUST US
Experienced Bookkeeping. Proven Track Record.
13+ Years
Bookkeeping Experience
100+
5-Star ProAdvisor Reviews
50+
5-Star Google Reviews
50%
Clients From Referrals
Owner-led bookkeeping with hands-on QuickBooks Online experience and direct support from someone who understands what it takes to run a business.
Our Cases
Let’s See Our Latest Project
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TAX PREP & CPA HAND-OFF FAQ
Questions About QuickBooks Online?
What does my CPA need from my bookkeeper at tax time?
Every CPA is a little different, but most need accurate, reconciled books and reliable financial reports. We get your QuickBooks Online file organized and provide the bookkeeping information your CPA needs to prepare your return.
Can you work directly with my CPA?
Yes. With your permission, we can communicate directly with your CPA, provide financial reports, answer bookkeeping questions, and help resolve issues that come up during tax preparation.
Do you prepare or file my business tax return?
No. We handle the bookkeeping side and get your books ready for your CPA or tax professional. Your tax preparer handles the tax return, tax advice, and filing.
What if my books aren’t reconciled before tax time?
We can review and reconcile your accounts before the books are handed off. If the file needs more extensive correction or catch-up work, we’ll identify that first and explain what needs to be cleaned up.
Can you help if my CPA has questions about my QuickBooks file?
Yes. We can review the transactions, balances, or accounts your CPA is questioning and help provide the bookkeeping detail or corrections needed to move things forward.