09/01/2026
If you filed an extension back in April, October 15 coming up fast! The extension bought you time to file, but it didn't buy you clean books. If you haven't made time to clean things up, here's a sample checklist of what your CPA might need:
➡️ Every bank and credit card account reconciled through year end
➡️ Trust account records that tie out to the penny
➡️ Uncategorized transactions cleared out and receipts matched
➡️ A reliable and final P&L and balance sheet
If any those items aren't ready to go yet, now is the time. Need a hand getting your books deadline-ready? Let's talk!