Happy New Year! The new year means it is time to wrap up 2025 and get your QB file or your records to your tax accountant. Before the tax accountant receives your information, it should be in an organized manner, this saves them time and you MONEY!

Here are a couple of the major things to look at:

• Make sure your checking account and savings accounts are reconciled to the bank statement through 12/31/25
• Make sure credit card charges are all entered (these are expenses to you) and then all are reconciled (you may need to wait for the January or February statement to have all December charges)
• Loan balances also need reconciled, this includes any personal loans as well
• Look at your P & L - are all transactions classified correctly?
• Payroll accounts should be reconciled to match your W-2 filings



We would be glad to help get your files organized and even get them to your tax accountant! Give us a call!