Category Archives: Year End

How do I close my books in QuickBooks Online?

How do I close dates in QuickBooks Online?

You are ready to provide your books to your tax professional and have your business tax returns prepared.  You want to know what you need to do in your QuickBooks (QBO) file to finalize the year. It is important to review your data for the year for accuracy.  But there is another step that you […]

Prepare for Year-end: Have Accurate Records

records are accurate

The beginning of the year is a busy time for business owners.  It’s also the most stressful. Most business owners want to ensure they have accurate records before they provide them to their tax professional. But where to start?  We’ve provided a handy checklist to help you. This checklist should give you a basic outline […]

Prepare for Year-end: Know Your Deadlines

Updated April 27, 2020 “I love deadlines. I like the whooshing sound they make as they fly by.”  – Douglas Adams I have to agree with my good pal Doug here – keeping track of deadlines is hard! For some business owners, it’s a full-time job. You have project deadlines for customers, payroll deadlines for […]