Year-End Bookkeeping

Get clean, accurate financials — so tax filing is faster, smoother, and done right.

Available to new and existing SFG clients in conjunction with tax preparation.

Why Year-End Bookkeeping Matters

Tax returns are only as accurate as the financials behind them.

When bookkeeping is incomplete, inconsistent, or unclear, it slows everything down — creates questions, increases risk, and often leads to last-minute fixes before a return can be filed.

Year-End Bookkeeping ensures your business financials are clean, accurate, and tax-ready before tax preparation begins.

What This Service Helps With

Year-End Bookkeeping is designed to bring your books to a clear stopping point for the year so tax filing can move forward without unnecessary delays or corrections.

This service helps:

Resolve inconsistencies in income and expense reporting
Ensure accounts are properly reconciled
Catch errors before they affect your tax return
Provide reliable financial reports for tax preparation

The goal is simple: accurate numbers, fewer questions, and a smoother filing process.

When Year-End Bookkeeping

Is Typically Needed

This service is commonly required when:

Bookkeeping was handled inconsistently during the year
Personal and business transactions are mixed
Accounts haven’t been fully reconciled
Expense categories are unclear or incomplete
Prior-year issues affect the current return

Your advisor will confirm whether Year-End Bookkeeping is needed based on the condition of your records.

What You Walk Away With

Upon completion, you’ll have:

Fully reconciled books for the tax year
Clear, supported income and expense totals
Financial reports prepared specifically for tax filing, including:
- Profit & Loss Statement
- Balance Sheet
- Clean General Ledger