What Do I Need to Provide for a Year-End Catch-up?

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Don’t wait—get your books tax-ready with Giesler-Tran Bookkeeping!

What Do I Need to Provide for a Year-End Catch-Up?

Getting your books caught up for year-end doesn’t have to be stressful! To make the process smooth and efficient, here’s what you’ll need to gather for your year-end bookkeeping catch-up with Giesler-Tran Bookkeeping:

Essential Documents & Information

• Bank statements for all business accounts (checking, savings, credit cards, loans) covering the catch-up period.
• Credit card statements for all business cards used.
• Access to your QuickBooks Online account (or other bookkeeping software, if applicable).
• Prior year tax return (for reference and reconciliation, especially if this is your first clean-up with us).
• Outstanding invoices and bills (accounts receivable and payable).
• Payroll records (if you have employees or contractors).
• Loan or financing documents for any business debt.
• Receipts for major purchases or unusual transactions.
• Business formation documents (EIN, LLC/Corp paperwork, if not already on file).

Tips for a Faster Catch-Up

• Send documents electronically—PDFs, scanned images, or secure uploads work best.
• Be responsive to info requests—quick replies mean a quicker turnaround!
• Let us know about any personal expenses mixed in with business accounts so we can flag them correctly.
• If you’re missing anything, don’t stress—just let us know and we’ll help you track it down.

What Happens Next?

1. Free review: We review your documents and provide a clear project scope and timeline.
2. Step-by-step checklist: You get a personalized list of anything else we might need.
3. Regular updates: We keep you posted on progress and any missing items.
4. Audit-ready results: Your books will be organized, accurate, and ready for tax time!

Have questions about a specific situation? Just ask—our goal is to make your year-end as stress-free as possible!

“Brian made it easy to get everything together for my year-end catch-up. The checklist was simple and I always knew what was next.”

Ready to get started? The sooner you provide your documents, the sooner you can relax at tax time!