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Year-End Accounting Support

Whether we prepare your return or your CPA does, the year has to close first: every account reconciled, every balance supported, every schedule tied. Year-end support is that close, done properly, and it is the difference between a tax preparer who files from your books and one who bills you to rebuild them. Preparers charge more for returns built on disorganized records, and this is the service that removes that surcharge.

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  • QuickBooks Gold ProAdvisor
  • Intuit Certified Bookkeeper
  • Intuit Enterprise Suite Certified
  • IRS PTIN Holder

What the year-end close includes

  • Twelve months verified: every bank, card, and loan account reconciled through December 31, gaps closed
  • Balance-sheet support: loan balances tied to lender statements with interest split correctly, fixed-asset schedule updated with the year's purchases and disposals, depreciation coordinated with the tax preparer's method
  • Payroll tied out: books vs quarterly filings vs W-2 totals, agreeing to the dollar
  • 1099 season handled inside the close 1099 Preparation and Filing Services
  • AR/AP scrubbed: ghosts cleared, write-offs documented, agings that mean something
  • Year-end adjustments: deferred revenue, prepaid expenses, owner equity transactions posted where they belong
  • The tax package: trial balance, statements, and organized workpapers delivered to whoever files, with answers when they have questions, so you're not the translator

Working with your CPA

Many owners prefer to keep a long-standing CPA for the return, and that works well here; we make that relationship cheaper and calmer. The CPA gets accountant access to a clean file Giving Your Accountant QuickBooks Access, the Right Way , workpapers organized the way reviewers want them, and a bookkeeper who answers technical questions directly. This handoff model is exactly why CPA firms refer out bookkeeping work. CPA Firms

The honest positioning

Year-end support as a standalone rescues one season, and every standalone client hears the same math from us afterward: the year-end scramble costs about the same as two months of the monthly service that makes it unnecessary. Twelve small closes beat one heroic one, every time. Bookkeeping Services for Small Businesses

Questions, answered

Common questions

When should year-end work start?

The February version works too; by then it is simply cleanup under a deadline.

Ivan Dyakov, founder of Steady Tax & Bookkeeping

Founder-led service

Ivan Dyakov

Ivan leads client strategy, major relationships, and service standards, supported by a specialized delivery process built for consistency.

Meet the founder
  • QuickBooks Gold ProAdvisor
  • Intuit Certified Bookkeeper
  • Intuit Enterprise Suite Certified
  • IRS PTIN Holder

A clear next step

Ready for a steadier back office?

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