Bookkeeping · 7 min read
How to Prepare Your Books for a CPA
A clean handoff is the difference between a $600 return and a $2,400 return. Here is exactly what to deliver so your CPA spends time on strategy, not bookkeeping cleanup.
Reconcile every account through year-end
- All business checking and savings accounts
- Business credit cards and lines of credit
- Merchant processors (Stripe, Square, PayPal)
- Loans and notes payable — confirm principal vs. interest
Deliver these reports
- Profit & Loss for the full year
- Balance Sheet as of 12/31
- General Ledger (or transaction detail) for the year
- Trial Balance
- Fixed asset additions and disposals with invoices
