Tax Checklist

It’s that time of the year again! Tax season is just around the corner. As a bookkeeper, it’s the busiest time of the year for me, as well as the most exciting! I get to close the books on a whole year of hard work for my clients.

On top of preparing those numbers for taxes, I also get to analyze the year as a whole. Some questions my clients want to know are: How did this year compare to last year? What months were more profitable than others, and why? Did we stay within our annual budget? What were my biggest expenses, and what can I do next year to help contain those costs?

As the year closes, our business books paint a clear picture of how our business performed. Without the proper software or tracking system in place, access to financial reporting, or a bookkeeper - business owners who haven’t been keeping track throughout the year are left with A LOT of paperwork to determine required information for not only taxes but financial analysis.

If you are a business owner and need help with some 2022 catch-up and clean-up work, contact me! I would love to get your books prepared for tax reporting and possibly provide you with some financial insight. Most importantly, let’s get your books in prestige shape to start 2023 off on the right page!