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We share the exact year-end checklist we use with clients to cut tax surprises, choose smart purchases, and get January filings done without the scramble. Clean books, a clear tax projection, and a few organized documents can change your entire spring.

• finishing bookkeeping and reconciling accounts
• running a tax projection to estimate what you owe
• timing major purchases before 31 December
• preparing contractor W9s and 1099 data
• listing assets over $2,500 and financing details
• tracking business mileage on personal vehicles
• gathering loan documents and interest totals
• filing early to get more CPA attention

We created a monthly accounting program where you hop on a one-hour call with us every month to tackle bookkeeping, tax planning, business decisions, basically anything you need. We have all the fine details in episodes 101 and 102 of this podcast if you want to check it out, or just email us at [email protected]

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