Preparing ahead saves time, money, and stress.
What to do monthly/quarterly:
- Upload all receipts, statements, and invoices promptly
- Reconcile your bank and credit card accounts
- Review profit & loss to make sure income and expenses are categorized correctly
- Flag unusual transactions or one-off purchases
What to do before tax season:
- Confirm that all 1099s, invoices, and receipts are submitted
- Check asset purchases and depreciation records
- Review payroll (if applicable) and employee records
- Schedule a meeting with your bookkeeper for a pre-tax review
 Tip: A “clean” bookkeeping system prevents surprises and audit issues.