Bookkeepers are intricately involved in business operations, well-positioned to catch important issues before tax-time, and often know details about a client’s situation the CPA may not think to ask… which is why it’s essential that they are able to prepare tax-ready books and communicate effectively with their client’s tax preparers. Since this foundation is built on quality financial statement review and clear workpapers, let’s learn how to make it so – by walking through a year-end book review checklist together, step-by-step.
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From prep work to building the workpapers, to collecting data and comparing prior years, to tying out and eventually presenting the books, we’ve got a road map to get you there. You’ll even receive a copy of the checklist that you can take back to the office and immediately implement with your own clients and their tax pros.
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Handing off clear workpapers that reflect the review work you’ve done on the books can add immense value and build lasting relationships with both your client and the tax preparer (your new favorite referral partner). Because everybody loves a Tax-Ready Bookkeeper!