Preparing for Tax Season: Bookkeeping Checklist & Common Pitfalls

Gather 12 months of bank and credit card statements, merchant payout reports, payroll registers, contractor payments (1099s), fixed asset invoices, and prior-year tax returns. Reconcile accounts, close books, and produce supporting schedules to minimize surprises and penalties. On the go? Listen on The Deep Dive — where we dig deeper into this topic: ‘The Proactive Business […]