Tax-Ready Books
We get your books into the shape your CPA, accountant or CA needs: reconciled accounts, categorized income and expenses, supporting schedules and a short list of open items. Your advisor files — and stops charging you to clean up first.
Fee Quoted on scope — see pricing
Signs you need this
“Tax season is coming and my books aren’t ready.”
- 01Your tax advisor sends back long lists of questions
- 02You pay your advisor to clean up the books before they can file
- 03Business and personal spending are mixed together
- 04The deadline is close and receipts are still missing
What’s included
The work, itemized.
Your written scope lists exactly which of these apply to your engagement, at what frequency. Available for businesses in United Kingdom, United States, United Arab Emirates, Singapore, India.
- TR.1
Year-end reconciliations
Every bank, card, loan and payment-platform account reconciled to its year-end statement.
- TR.2
Income & expense review
Categories checked, personal items separated, unclear items resolved.
- TR.3
Supporting schedules
Fixed assets, loans, owner drawings, prepayments and accruals.
- TR.4
Tax records organized
Sales, purchase and payroll records arranged the way your advisor needs them.
- TR.5
Advisor pack
Trial balance, ledger, statements and schedules in your advisor’s preferred format.
- TR.6
Advisor query support
We answer your advisor’s questions from organized records.
We don’t prepare or file tax returns and we don’t give tax advice. Your CPA, accountant, CA or registered tax agent reviews the pack and files your return.
Inputs & outputs
What we need from you. What you get back.
Onboarding starts with a checklist, so you never have to guess what to send.
Onboarding checklist
- Access to your accounting software
- Year-end bank, card and loan statements
- Receipts and invoices for the year
- Your tax advisor’s checklist, if they have one
- Details of assets bought or sold
Deliverables
- Reconciled year-end books
- Supporting schedules
- Advisor pack (TB, ledger, schedules)
- Open items list
Questions
Tax-Ready Books: common questions.
Do you file my tax return?
No. We prepare tax-ready books and a year-end pack. Your CPA, accountant, CA or registered tax agent reviews it and files your return — usually faster, and with fewer questions, because the records are already clean.
When should I start getting my books tax-ready?
Ideally two to three months before your filing deadline. That leaves time to collect missing documents and answer questions without a last-minute rush.
Is the year-end pack reviewed?
Yes. A qualified Chartered Accountant on our team reviews every year-end pack before it goes to you or your advisor.
Guides
Read before you decide.
- Financial statements8 min read Income Statement vs Balance Sheet vs Cash Flow Statement The three financial statements explained in plain language, with one worked example that shows how the income statement, balance sheet and cash flow statement connect. Read the guide
- Tax-ready books6 min read Tax-Ready Books: A Year-End Bookkeeping Checklist for Small Businesses A 12-point year-end bookkeeping checklist to get your books tax-ready before you hand them to your CPA, accountant or CA — and avoid paying for clean-up at tax time. Read the guide