The complete year-end close, accounting cleanup, tax prep, compliance filings, and strategic review. Start in early December to hit January deadlines comfortably.
Year-end is not just a bigger monthly close. It adds tax reconciliations, 1099/W-2 issuance, state annual filings, and strategic reviews that don't happen at any other time of year.
The January 31 deadline for 1099s and W-2s catches many businesses unprepared. Collecting W-9s throughout the year and reconciling contractor payments monthly avoids the last-minute scramble.
Meeting with your CPA in December, before year-end, is the last chance to implement tax-planning moves for the current year. By January, most opportunities are closed.
Our team will implement this template into your bookkeeping workflow, connect it to your accounting software, and train your team.
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