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Getting your books ready for tax season doesn’t have to feel chaotic. In this BudgetEase Broadcast, we break down exactly what your accountant needs before filing — so you can avoid delays, extensions, and the dreaded last-minute scramble. From QuickBooks access to year-end reports, you’ll learn the smartest way to finalize your financials and keep tax time stress-free.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀
• 𝗚𝗶𝘃𝗲 𝘆𝗼𝘂𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 𝗱𝗶𝗿𝗲𝗰𝘁 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗮𝗰𝗰𝗲𝘀𝘀
• 𝗣𝗿𝗼𝘃𝗶𝗱𝗲 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝗳𝗼𝗿 𝗲𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁, 𝗹𝗼𝗮𝗻𝘀, 𝗽𝗮𝘆𝗿𝗼𝗹𝗹, 𝗮𝗻𝗱 𝗵𝗼𝗺𝗲 𝗼𝗳𝗳𝗶𝗰𝗲
• 𝗥𝗲𝗰𝗼𝗻𝗰𝗶𝗹𝗲 𝗮𝗹𝗹 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗮𝗻𝗱 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀
• 𝗖𝗹𝗲𝗮𝗻 𝘂𝗽 𝗔/𝗥 𝗮𝗻𝗱 𝗔/𝗣 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱• 𝗥𝗲𝗰𝗼𝗿𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀 𝘆𝗼𝘂 𝗽𝗮𝗶𝗱 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗹𝘆

BudgetEase is a bookkeeping service in Cleveland that helps take the pain out of bookkeeping by providing part-time services to small businesses. Whether you need an outsourced bookkeeper to fill a permanent or temporary role, or just need to have your QuickBooks reviewed, our talented team of experts can help.

https://www.budgetease.biz/

TRANSCRIPT:
Welcome to the BudgetEase Broadcast.
Let’s talk about something your accountant secretly wishes you’d handle before the clock strikes midnight on last year’s books.

Yep — finalizing your financials.

If you want to avoid the dreaded “We’ll need to file an extension” chat, now is the time to get your ducks in a row — and all those documents, too.

Start with the basics. Give your accountant access to your QuickBooks file. It’s the fastest way for them to pull reports without a flurry of emails or frantic forwarding.

Then share the big stuff. Bought or sold some equipment? Upload those receipts. Took out a loan? Attach the documents to the transaction. Ran payroll yourself? Send over W-2s, W-3s, and 1099s.

Maybe you have a home office — you’ll need square footage, rent or mortgage, utilities, and insurance. And maybe you drove for business — include your mileage and expenses. Don’t forget medical insurance premiums and inventory balances (beginning and ending).

Now don’t skip the basics. Reconcile all your accounts — bank, credit cards, loans. Review your profit and loss and balance sheet for anything that looks off. Clean up your accounts receivable and payable. And if you paid for business expenses personally, record them properly in QuickBooks — either reimburse yourself or log them as owner’s contributions.

If all this sounds like a lot… well, that’s because it is. But it doesn’t have to be your headache.

At BudgetEase, we help small businesses and nonprofits clean up their books, catch up on QuickBooks, and hand over exactly what your accountant needs — without a shoebox full of receipts.

So if you’re ready to make tax season less chaotic and more strategic, contact BudgetEase today.

Hey, thanks for joining us for the BudgetEase Broadcast.