Clean bookkeeping makes business tax filing faster and more accurate. Here are the reports and details that typically matter most. Key reports • Profit & Loss (full year) • Balance Sheet • General Ledger • Payroll summaries (if applicable) • 1099 contractor totals (if applicable) Other helpful items • Business bank/credit card statements • Asset purchases • Loan statements • Sales tax filings (if applicable) Next step Submit the tax form on our website and we’ll tell you exac

Many tax issues come from missing documents, messy bookkeeping, or filing with incomplete information. Here are common mistakes and how to avoid them. Common mistakes • Missing 1099s or other income forms • Not tracking expenses consistently • Mixing personal and business spending • Not reconciling accounts • Forgetting life changes (dependents, address, filing status) • Waiting until the last minute How we help We help you get organized and file accurately. Submit the tax fo

Both Sage Business Cloud and QuickBooks can work well—what matters is your workflow, reporting needs, and how you want to collaborate. Sage Business Cloud may be a fit if you want • A Sage-based workflow • Straightforward invoicing + expense tracking • Cloud access for you and your bookkeeper QuickBooks may be a fit if you want • Broad app integrations • Lots of accountant support • Multiple versions (Online or Desktop) Not sure? We support both. Submit the bookkeeping form a

Consistent monthly bookkeeping keeps you tax-ready and helps you understand your cash flow. Here’s a simple checklist we follow. Monthly checklist • Collect receipts and invoices • Reconcile all accounts • Categorize transactions • Review Profit & Loss • Review Balance Sheet • Flag unusual charges • Save reports for your records Prefer done-for-you? Submit the bookkeeping form and we’ll handle this monthly process for you in QuickBooks Online or Desktop.

Choosing between QuickBooks Online and Desktop can impact how you collaborate, how you access your books, and how easily you can scale. QuickBooks Online is best if you want • Access anywhere • Easier collaboration with your bookkeeper • Automatic updates • App integrations QuickBooks Desktop is best if you want • A traditional desktop workflow • Certain industry-specific features • Local file control (depending on your setup) If you’re not sure We can help you choose and man