10/14/2026
What should you bring your CPA? Start with this bookkeeping checklist!
Having your records ready helps us understand your business, keep your books accurate, and make the most of our time together. Here’s what to gather:
✅ Bank & credit card statements
Statements for all business accounts covering the period we’re reviewing.
✅ Sales & income records
Customer invoices, sales reports, and payment processor statements.
✅ Receipts & business expenses
Receipts, vendor bills, and notes explaining your business purchases.
✅ Payroll records
Payroll reports, employee information, and records of contractor payments.
✅ Loans & major purchases
Loan statements and purchase records for equipment, vehicles, or other business assets.
✅ Current books
Your existing bookkeeping records or access to your accounting software, if you’re already using one.
Need help getting everything organized? CRRC is here to help you take the next step with your bookkeeping and accounting.
Save this checklist for your next CPA appointment, or share it with a fellow business owner!
🌐 www.crrc-cpa.com
