Free PDF · Tax Readiness

    The CPA-Ready Books Checklist

    Everything your CPA needs from your bookkeeping — organized for a clean, low-stress 2026 tax handoff.

    What's inside

    • 6-section readiness checklist (reconciliations to handoff)
    • Fixed assets, debt, 1099s, and owner-activity records
    • What to package for your CPA at year-end
    • Bookkeeping-readiness focused — not tax advice

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