Your CPA asked for the year
They need a clean close before they file. You need the package in their hands.
Year-End Bookkeeping
Year-end bookkeeping to get your books ready for taxes.
Close the year and hand clean books to your CPA before you file. Year-End Cleanup covers up to 12 months and is done within 1 week (5 business days) of receiving all documents and account access. Founder-delivered · 7 years in professional bookkeeping · 60+ businesses served nationwide.
Who It's For
Owners closing the year their CPA will file.
Year-End Cleanup for a cash-basis business, including realtors, that needs the year closed and handed to a CPA. Quarterly Financials and Monthly Financials use the same tiers.
The filing window is close
Original deadline or an extension. Year-End Cleanup is the close. Quarterly Financials and Monthly Financials keep going after that if you want them.
Cash basis, three tiers
Starting at $750. Solo is sized for 1–2 accounts and up to 75 transactions a month. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.
Books ready for your CPA
Finished statements and a handoff package. You do not switch software or learn a new ledger.
What's Included
Year-End Cleanup starting at $750.
Solo starts at $750, Growing starts at $1,050, Established starts at $1,600. Use the calculator — it is an estimate only.
Year-End Cleanup
Starting at$750
Up to 12 months, done within 1 week (5 business days) of receiving all documents and account access. Cash basis. Same tiers for realtors and other businesses.
What your CPA receives
Profit & loss
Balance sheet
Trial balance and general ledger
Cash flow statement and CPA handoff package
Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call. Medical, dental, and other higher-volume offices are custom-quoted on a free 15-minute call. Backlog beyond 12 months is starting at $75 per month. A 3-business-day rush is 25% more when the schedule allows. Quarterly Financials starting at $250 per quarter are delivered by the 20th day after quarter end. Monthly Financials starting at $175 a month are delivered by the 10th business day of the next month. Those dates are not the 1-week guarantee. No hourly billing.
Not a Fit
We will say so before any work starts.
This close is for cash-basis books. Anything on the out-of-scope list waits until we say so on the call.
One list, every package
Out of scope: accrual basis, inventory, invoicing/AR tracking, job costing, payroll, tax filing/estimates/1099 filing, and trust/escrow. Sending invoices is fine — we book income from bank deposits.
More than 12 months
The 1-week guarantee covers up to 12 months. Backlog beyond 12 months is starting at $75 per month. Older months are still catch-up bookkeeping on the Year-End Cleanup starting price.
Year-End Questions
Before you hand the year to your CPA.
How much does year-end bookkeeping cost?
Year-End Cleanup starts at $750. Solo (1–2 accounts, up to 75 transactions a month) starts at $750. Growing starts at $1,050. Established starts at $1,600. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call. Medical, dental, and other higher-volume offices are custom-quoted on a free 15-minute call. Get a free estimate. No hourly billing.
How do I get my books ready for taxes?
Year-End Cleanup covers up to 12 months and is done within 1 week (5 business days) of receiving all documents and account access. You get a tax-ready P&L, balance sheet, trial balance, general ledger, cash flow statement, and a CPA handoff package. You do not switch software.
Can you hand clean books to my CPA?
Yes. We send the package to you, your CPA, or both, so the books are ready before you file. We do not prepare the tax return. If you are the CPA, see how the handoff works.
What if I am behind by more than this year?
The 1-week guarantee covers up to 12 months. Backlog beyond 12 months is starting at $75 per month. If older months are untouched, start with catch-up bookkeeping.
Still deciding?
Read the FAQ
Cost, timeline, and the CPA handoff are on the FAQ.
If you are a CPA sending a client, we never take the tax engagement. If your client wants ongoing monthly or quarterly books, we keep them and send you the package; the client stays yours. See how the handoff works.
Get a Number
See the estimate, then book 15 minutes.
The calculator is an estimate only. The call confirms fit and the flat fee.