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Don’t Start 2027 With Messy Books

The 15-item checklist we run for our own bookkeeping clients every December. Reconcile everything, clear out Ask My Accountant, catch your 1099s before the deadline, and hand your accountant a clean set of books instead of a mess.

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The Year-End Bookkeeping Checklist

15 things to handle before your accountant asks.
1
Reconcile every bank account through Dec 31
2
Clear Ask My Accountant transactions
3
Confirm 1099 vendor information
4
Verify Q4 estimated tax was paid
+ 11 more inside

What’s inside

1

Reconcile every bank and credit card account through December 31

2

Clear “Ask My Accountant” and uncategorized transactions

3

Confirm 1099 vendor information before the January 31 deadline

4

Verify your Q4 estimated tax payment was made on time

5

Track fixed asset purchases for Section 179 and bonus depreciation

Print it. Work through it before January 15. Hand it to your bookkeeper or your CPA.

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J2 Bookkeeping · New Braunfels, TX