Year-End Financial Preparation

The end of the year comes fast. One minute it’s summer, next thing you know, it’s January and you’re trying to remember what you spent money on back in March.

That’s why we offer Year-End Financial Preparation. We get your books cleaned up, your reports dialed in, and your year wrapped up right—so you’re not scrambling during tax season.

Whether you’re filing taxes, applying for a loan, talking to investors, or just want to see how your business really did, we’ll make sure you have everything you need.

What We Do

Here’s how we help you close out the year:

• Reconcile all your bank and credit card accounts

• Categorize every last transaction

• Review and clean up income and expense accounts

• Close out payroll (if you’ve got it)

• Prep year-end financial reports: Profit & Loss, Balance Sheet, and Cash Flow

• Organize documents for your CPA or tax pro

• Catch any issues that need to be fixed before the year is locked

We can also answer questions your CPA might ask or coordinate directly with them to make things smoother.

It’s Not Just About Taxes

Yes, this helps with taxes. But it’s also about giving you a clear view of the whole year:

• How much did you really earn?

• Where did your money go?

• What’s your profit margin?

• Are you in a better spot than last year?

• What needs to change next year?

One client in Seattle thought they had a “pretty good” year—until we showed them they were running at a loss for six months and didn’t even know it. Year-end prep helped them catch it and make changes before it got worse.

Helps You Plan Smarter

Clean year-end financials help you:

• Set next year’s budget

• Apply for funding or grants

• Make hiring decisions

• Cut unnecessary spending

• Spot trends and plan ahead

And if you’re thinking about selling your business someday? Lenders and buyers love solid year-end books.

You Don’t Have to Be Perfect

If you’ve fallen behind or your books are a mess, we’ll fix it.

We’ve caught up full-year bookkeeping in a matter of days, flagged big tax write-offs that were missed, and found overcharges from vendors that no one noticed.

No shame, no judgment. Just help.

Who It’s For

We help:

• Sole proprietors

• LLCs and S Corps

• Partnerships

• Nonprofits (yes, we handle 990 prep packages too)

• Anyone who needs clean books to hand to a tax pro or decision-maker

Based in Seattle. Helping Businesses Everywhere

We’ve helped clients close out their year in Seattle, Portland, Memphis, and across the country. Whether you’re wrapping up a great year or trying to clean up a rough one, we’ve got you.

Let’s Wrap It Up Right

Don’t start a new year with last year’s mess hanging over your head.

We’ll organize your numbers, prep your reports, and make sure you start fresh—with a clear view of where you’ve been and where you’re going.

Flat pricing. Real support. No stress.