How to: Get your 2025 Books CPA-ready
Kick
52:41
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:
- How to catch up fast (even if you’re months behind)
- The year-end close checklist your CPA actually needs
- 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.
Speakers
Logan Kieller
Accountants @ Kick
Logan works directly with accountants to modernize their firms. He speaks with hundreds of accountants every month and brings firsthand perspective from helping run the Kick Research firm.
Logan focuses on educating and empowering accountants to modernize before month-end, solve their people problems, and leverage cutting edge tech to grow their firm.
Jason Mayordomo
Accounting @ Kick
Replays
See all
How to: Get your 2025 Books CPA-ready
52:41