{"product_id":"b0gzdgk3j8","title":"Tax-Ready Bookkeeping: A QBO Cleanup Manual for Bookkeepers Who Want Their Cleanup Work to Hold Up at Tax Time","description":"\u003cp\u003eEvery bookkeeper knows what “reconciled” means. Fewer know what “tax-ready” means. That gap is where cleanup engagements fall apart.\u003c\/p\u003e\n\n\u003cp\u003eYou finish the cleanup. The bank ties out. The categorization is clean. The P\u0026amp;L looks right.\u003c\/p\u003e\n\n\u003cp\u003eThen you send the file to the tax preparer.\u003c\/p\u003e\n\n\u003cp\u003eA week later, the questions start:\u003c\/p\u003e\n\n\u003cp\u003e“Can you confirm the equity balances?”\u003cbr\u003e\n“Where’s the depreciation schedule?”\u003cbr\u003e\n“Why doesn’t payroll tie to the 941s?”\u003c\/p\u003e\n\n\u003cp\u003eNow you’re spending another three to eight hours doing unpaid rework on a file you already delivered.\u003c\/p\u003e\n\n\u003cp\u003eThis book closes that gap.\u003c\/p\u003e\n\n\u003cp\u003eTax-Ready Bookkeeping is a practitioner-level manual for QBO bookkeepers who handle cleanup work and want their files to hold up when the tax preparer opens them. It covers the specific work between “the books are clean” and “the books are ready for the return,” organized into a five-phase workflow you can use on every engagement.\u003c\/p\u003e\n\n\u003cp\u003eInside, you’ll learn how to:\u003c\/p\u003e\n\n\u003cp\u003eTell the difference between reconciled books and tax-ready books\u003c\/p\u003e\n\n\u003cp\u003eRun a five-phase tax-prep cleanup workflow: Scope, Tie Out, Structure, Activity, and Handoff\u003c\/p\u003e\n\n\u003cp\u003eClean up owner’s equity by entity type: sole prop, S corp, partnership, and C corp\u003c\/p\u003e\n\n\u003cp\u003eReconcile fixed assets against the depreciation schedule\u003c\/p\u003e\n\n\u003cp\u003eSplit and true up loan payments between principal and interest\u003c\/p\u003e\n\n\u003cp\u003eTie payroll to the 941s, W-3, and state filings\u003c\/p\u003e\n\n\u003cp\u003ePrepare vendors for 1099 filing and tighten the W-9 collection process\u003c\/p\u003e\n\n\u003cp\u003eReview sales tax, accruals, and liability accounts before handoff\u003c\/p\u003e\n\n\u003cp\u003eHandle personal expenses on business books without overstepping\u003c\/p\u003e\n\n\u003cp\u003eKnow which adjusting entries are in scope for a bookkeeper and which belong to the preparer\u003c\/p\u003e\n\n\u003cp\u003eSpot entity-specific cleanup issues before they become tax-preparer questions\u003c\/p\u003e\n\n\u003cp\u003eBuild a professional handoff package\u003c\/p\u003e\n\n\u003cp\u003eWork with a difficult CPA without damaging the relationship\u003c\/p\u003e\n\n\u003cp\u003ePrice and scope tax-prep cleanup as a productized engagement\u003c\/p\u003e\n\n\u003cp\u003eWritten by an Enrolled Agent, QBO ProAdvisor, and former QuickBooks Live Lead Bookkeeper with seven-plus years of cleanup experience.\u003c\/p\u003e\n\n\u003cp\u003eFree companion worksheets are available at winniejayne.com.\u003c\/p\u003e","brand":"ANT","offers":[{"title":"Ebook","offer_id":52838176489688,"sku":"YSL68790","price":4.79,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0835\/3356\/2072\/files\/51bWu6oln3L._SY1500.jpg?v=1793284719","url":"https:\/\/www.bookmebay.com\/products\/b0gzdgk3j8","provider":"BookMebay","version":"1.0","type":"link"}