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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