How to: Get your 2025 Books CPA-ready

Tax season is here, and your CPA can’t file until your books are closed.

If you’re behind on reconciling accounts, categorizing transactions, or you haven’t touched your books since last tax season, you’re likely looking at a cleanup bill before your CPA can even start.

We’ll cover:

1. How to catch up fast (even if you’re months behind)
2. The year-end close checklist your CPA actually needs
3. What “done” looks like: reconciled, categorized, clean

If you want to get through tax season with less stress and no cleanup bill, this is for you.