Services
Year End Preparation
All accounts reconciled, reports generated, and records packaged for your accountant. Walk into tax season prepared.
Walk Into Tax Season with Everything in Order
Year end does not have to be stressful. When your books are reconciled, your reports are generated, and your records are organized for your accountant, tax preparation becomes a straightforward process instead of a scramble.
Praise Bookkeeping handles the full year-end preparation process. Every account is reconciled through the final month. Financial statements are prepared and reviewed for accuracy. Vendor information is organized for 1099 preparation. All records are packaged and delivered to your accountant or CPA in the format they need so they can file your taxes efficiently and without delays.
The result is confidence. You know your numbers are right, your records are complete, and your accountant has everything they need. Year-end preparation is most effective when paired with consistent monthly bookkeeping throughout the year. If your books are behind, catch up bookkeeping can bring everything current before the year-end close begins.
Schedule a Free ConsultationWhat's Included
Complete Year-End Financial Preparation
Final Month Reconciliation
Every bank and credit card account reconciled through December so your year-end balances are accurate and complete.
Year-End Financial Statements
Full-year profit and loss, balance sheet, and cash flow statements prepared and reviewed for accuracy.
1099 Vendor Preparation
Vendor payments reviewed, W-9 information organized, and 1099 data prepared so your accountant can file on time.
Account Balance Verification
Every account balance verified against source documents to ensure nothing is overstated, understated, or missing.
Document Organization for CPA
All records organized, labeled, and packaged in the format your accountant or CPA needs to work efficiently.
Year-End Summary Report
A clear summary of the full fiscal year covering key metrics, trends, and financial highlights for your records.
Who This Is For
Close the Year with Confidence, Not Chaos
Your fiscal year is closing and you need all accounts reconciled, reports finalized, and records organized before deadlines arrive.
Your accountant needs clean, complete records to prepare your tax return. Year-end preparation delivers exactly that.
You know tax season is coming and the anxiety is building. Year-end preparation eliminates the stress by getting everything handled early.
You want the peace of mind that comes from knowing every account is reconciled and every number is verified before the year ends.
Your Bookkeeper
Nelda Valentine
Nelda has prepared year-end financial packages for state government agencies, corporate teams, and businesses for more than 25 years. She understands what accountants and CPAs need to do their work efficiently, and she delivers records that are complete, organized, and accurate. As a Gold certified QuickBooks ProAdvisor and licensed CPA in the Philippines, Nelda ensures that your year-end preparation meets the highest professional standards so you walk into tax season with total confidence.
Learn More About NeldaRelated Services
Services That Support Year-End Readiness
Ready to Prepare for Year End?
Schedule a free consultation to discuss your year-end preparation needs. Start early and eliminate the stress.
Monday through Friday, 8:00 AM to 5:00 PM Eastern