Tax-Ready Year-End Bookkeeping Review

Sunstone Ledger reviews your books before tax season so your records are organized, reconciled and easier for a tax preparer to use.

This is not tax filing or legal advice. It is a bookkeeping review focused on clean categories, corrected obvious issues, and year-end readiness.

Common problems this service fixes

  1. Books were updated during the year but not reviewed before tax season
  2. Accounts are not reconciled through year-end
  3. 1099 vendors, loans, owner transfers or payroll items need review
  4. Your tax preparer needs cleaner reports and less back-and-forth

Who this is for

  1. Businesses preparing for tax season and year-end filings
  2. Owners who want to confirm books are reconciled and consistent
  3. Teams that had changes during the year (new accounts, payroll, platforms)
  4. Businesses that want to avoid “surprises” from their tax preparer

What’s included

  1. Review of reconciliations (bank and credit cards) for the year / agreed period
  2. Checks for common bookkeeping issues (duplicates, uncategorized, miscoding)
  3. Review of key balance sheet areas (common flags and consistency checks)
  4. Documentation organization guidance (so records are easy to support)
  5. Year-end financial package (P&L + Balance Sheet; Cash Flow as applicable)
  6. Short “tax-ready” checklist: open items and recommended fixes

Get tax-ready

Email us your tax year, number of bank/credit accounts, and whether books are currently reconciled — we’ll recommend scope and next steps.

Request a quote View pricing

What’s not included (typical)

  1. Tax filing and IRS representation are not included
  2. Formal audit/assurance engagements
  3. Legal advice or contract review
  4. Large-scale historical reconstruction (handled as Cleanup & Catch-Up if needed)

How it works

  1. Scope: confirm year/period, number of accounts, and your reporting needs
  2. Reconciliations: confirm accounts reconcile to statements (or identify gaps)
  3. Issue checks: review common errors and consistency across categories
  4. Deliverables: provide year-end reports + short notes + checklist
  5. Next steps: implement fixes or transition into monthly bookkeeping to keep it clean

What you get at the end

  1. Cleaner, reconciled books for the year / agreed period
  2. Year-end reports that are easier for tax preparation
  3. A short list of issues found and recommended corrections
  4. A clear path to keep books tax-ready year-round

What we need from you

  1. QuickBooks Online access (admin if possible)
  2. Bank/credit statements (or connected feeds) for the review period
  3. List of major changes during the year (payroll, loans, platforms, new accounts)
  4. Any existing tax preparer requirements (if they requested specific reports)
If your books are behind or messy, start here:
Cleanup & Catch-Up.
Year-end review starts with reconciliations:
Reconciliation Services.
Want to stay tax-ready year-round?
Monthly Bookkeeping.

FAQ

Is this the same as tax preparation?
No. This is a bookkeeping review to make records clean and ready for tax preparation. Tax filing is a separate service.
Do you reconcile the full year?
We can review the full year or a defined period. Scope depends on number of accounts, transaction volume, and how reconciled the books already are.
What are the most common issues found at year-end?
Unreconciled accounts, duplicates, uncategorized transactions, missing documentation, and inconsistent posting across the year.
Can you fix issues you find?
Yes. We can correct issues within the agreed scope or recommend a Cleanup & Catch-Up scope if the period requires deeper work.
What should I send to my tax preparer?
Typically year-end P&L and Balance Sheet, plus any requested supporting reports. We can align deliverables to your preparer’s requirements.

Email us: your tax year, number of bank/credit accounts, and whether books are currently reconciled — we’ll recommend scope and next steps.