What Do I Need to Provide for a Year-End Catch-up?
Countdown to Tax Day 0 Days0 Hours0 Minutes0 SecondsDon’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 […]
What Documents For Bookkeeper Do I Need to Provide? — Checklist & Worksheet | Giesler-Tran Bookkeeping
What documents for bookkeeper do I need to provide? — Checklist & Worksheet Bank & credit-card statements, invoices (sales & vendor), receipts, payroll reports, merchant/processor summaries, loan & lease documents, prior-year tax returns, and any contracts or licenses — delivered as clean PDFs/CSV exports or uploaded to your secure client portal. Provide 12 months (or […]
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 […]
DIY Bookkeeping: Do I Need a Bookkeeper or Can I Do It Myself?
Wondering whether to DIY bookkeeping or hire a pro? Use our checklist, ROI formula, and 7-day transition plan to decide fast. DIY bookkeeping: When to keep it in-house and when to hire help A GTB long‑form guide for owners and operators 🎧 On the go? Listen on The Deep Dive — where we dig […]