Year-End Review

Jourdan Hay
Dec 5, 2025
1 min read

I know I say this every year, but how is it December already?! With only a few short months to the start of tax season, here are some tips to make sure your books are in shape for your tax preparer.

Double check that all transactions for all checking, savings, credit card, and loan accounts have been entered by reconciling your accounts to the bank statements.
Double check that all income and expenses have been coded consistently.
Double check vendors/contractors to make sure you have all of the information to prepare Form 1099.

This list should help you get started, but if this list makes your head hurt, let's connect!

Happy New Year!

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