Year-End Accounting Support

Tax-Ready Books & Year-End Workpapers for Small Businesses

Duda Premier helps small businesses turn messy financial records into clean, review-ready tax packages before filing season.

This CPA-led work is designed to reconcile accounts, clean up year-end records, and prepare supporting schedules so your books can be reviewed with fewer surprises.

Built for Filing Season

CPA-ready books

Reconciled accounts and organized reports designed to support tax preparation and review.

Focused cleanup

Balance sheet, payroll, owner activity, contractor, and unusual transaction review before the return starts.

Clean workpapers

Supporting schedules, reconciliation notes, and open items organized for your CPA or filing team.

The Problem

Many business owners only discover bookkeeping problems when their CPA starts the return. By then, every unreconciled account and unclear transaction is competing with filing deadlines.

Delayed Filing Timelines

When books are not reconciled, the return cannot move forward cleanly. The preparer may need more detail before deductions, income, and balance sheet accounts can be reviewed.

Repeated Questions

Unclear categories, missing statements, and unexplained owner transactions create long question lists that pull owners back into prior-year details.

Amended or Reworked Records

Last-minute corrections can change financial statements, owner reporting, and tax workpapers after the tax process has already started.

Avoidable Stress

Tax season becomes more difficult when cleanup, bookkeeping review, and tax preparation all happen at the same time.

What We Review

The review focuses on the accounts and categories that most often create tax-season delays, unclear deductions, or unsupported balances.

Bank reconciliations

Credit card reconciliations

Loan balances

Owner draws and distributions

Payroll categories

Contractor payments

Income categorization

Balance sheet cleanup

Fixed assets

Unusual transactions

Deliverables

The output is a cleaner, more useful tax package. Exact deliverables depend on the condition of your books, entity type, and what your tax preparer needs to review.

Cleaned-up financial statements

Reconciliation summary

Tax-ready P&L and balance sheet

Open items list

Supporting schedules

CPA-ready workpaper package

Best Fit

This work is best suited for businesses that need year-end accounting cleanup, not a bargain tax-season rush job.

Owner-operated businesses

Businesses using QuickBooks

Companies that changed bookkeepers

Businesses preparing for tax season

Businesses with multiple accounts or owners

Get your books ready before tax season.

Begin a conversation about cleanup, reconciliation, and CPA-ready workpapers for your small business.

Frequently Asked Questions