Throughout the year, our focus is on clarity.
We help you build habits around your numbers—without getting lost in unnecessary compliance details that don’t move the needle for you.
But at Year End, it’s time to button things up.
At the end of the day, you sign your tax return—not us.
That means Year End is where your lived business reality meets IRS expectations—and we work together to make sure it all comes together.
Most small businesses don’t need detailed tax ready books on a monthly basis.
Spending time (and money) chasing compliance details all year long can lead to overwhelm—without adding real value for small businesses. We believe your monthly systems should support insight first, and tax compliance when its valuable.
That’s why we reserve this work for when it actually matters.
Year End Support
For when you want your books to be compliant and tax ready.
Our process is designed to build momentum:
• Step 1: Foundation
• Step 2: Monthly Rhythm
• Step 3: Year End Review
If you're an ongoing monthly client, you're moving through the full cycle with intention. That means less scrambling, fewer surprises, and a smoother close to your year.
Not on monthly support? Year End works differently.
If you're not working with us on a monthly cadence, Year End isn't really Step 3—it’s more of a one-time collaboration. We’re still here to support you, but it’s a different kind of engagement.
We’ll likely need to do a deeper dive to get familiar with your books, catch up on what’s changed, and flag anything that’s missing. That’s why we usually start with a QBO Health Report—a diagnostic that checks for accuracy, completeness, and tax-readiness. From there, we’ll book a tailored Work Session to wrap things up.
Step 3: Year End Menu
For Monthly Members: you’ve done the hard work all year—staying consistent, building clarity, and showing up for your numbers. That means you're eligible for exclusive pricing to wrap up your books and finish the year strong.
32 Bookkeeping
We help creative entrepreneurs set up QuickBooks Online with clarity and confidence—so you can finally feel in control of your money and your future.
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