10/06/2026
“Please clean up the books before we file.”
You sent your CPA the reports. So what else do they need?
Often, it is the explanation behind the numbers: an unidentified deposit, a loan balance that does not match, or expenses without supporting records.
Part 4 of our Book Cleanup series covers what to review and what to include in your year-end handoff.
Swipe through before sending your books to your CPA.