10/28/2026
Is your company ready?
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Your CPA is going to ask for documents.
The question is whether you will be sending them over the same day — or scrambling for the next two weeks.
Here is what CPA-ready books actually look like going into tax season.
All accounts reconciled through the most recent month. This means your QuickBooks balances match your actual bank and credit card statements. If they do not, the numbers are not verified.
Every transaction categorized specifically. Not Uncategorized. Not Other. A real category that tells you and your CPA what the expense was.
A Profit and Loss report that makes sense. If you run it and the numbers feel off, something is wrong. Your CPA will notice too.
A Balance Sheet that reflects your actual assets and liabilities. Loans, equipment, credit card balances — all of it should be there and accurate.
Documentation for major expenses. Receipts, contracts, invoices — attached or accessible for anything that needs to be substantiated.
If you can check all five of those boxes today — you are ready.
If you cannot — there is still time before tax season peaks.
I am Yomara. Certified QuickBooks ProAdvisor and founder of EZ Bookeeper LLC. This is exactly the standard I maintain for every client every month.
Email: [email protected]
Website: www.ezbookeeper.com
