Free Download
The 14-Point Year-End Tax Prep Checklist.
The same checklist we run before delivering financials to every Books Ready Now client. Free download.
Year-End Engagement · Internal SOP
14-Point Tax Prep Checklist
Bank & credit card reconciliation gaps
Meals (50%) vs entertainment (0%) separation
Owner draw vs payroll cleanup
1099 vendor threshold check
…and 10 more checks your CPA will thank you for.
What's Inside
8 of the checks we run on every engagement
Bank & credit card reconciliation gaps
Meals (50%) vs entertainment (0%) separation
Owner draw vs payroll cleanup
1099 vendor threshold check
Stripe/merchant processor reconciliation method
S-corp distribution audit
Accrual vs cash readiness
Prior-year retained earnings tie-out
Used internally on every BRN engagement. No fluff, no sales pitch.