Your CPA gets a gift. You get a smaller bill.
Tax preparers bill by the hour, and the most expensive hours are the ones they spend untangling your books. The Year-End Package flips that: your full year arrives reconciled, categorized, and documented — P&L, balance sheet, statements, 1099 detail, and answers to the questions they always ask, already answered. CPAs love working with bookkept clients. Their bills show it.
December (or your fiscal year-end) gets the full treatment: reconciled, verified, tidied.
Everything a preparer needs, in the order they need it, in one shared folder.
With your OK, I talk to your CPA directly. You stay out of the email chains entirely.
No — and that's deliberate. Your CPA or tax preparer files; I make their work fast and your bill smaller. If you don't have a preparer, I'll refer you to local ones I trust.
October is the sweet spot — year-end cleanup before the holidays means a January with zero panic. Spring rushes are possible but pricier.
If a CPA firm is doing your monthly books, you're likely paying CPA rates for bookkeeper work. The common move is keeping your CPA for taxes and shifting the monthly bookkeeping to a dedicated bookkeeper — your CPA keeps the part they actually want, and you save every month.