Tax season is when many small businesses are scrambling to gather receipts, organize expenses, and pull together the information their CPA needs to file.
This toolkit gives your clients a simple 5-step checklist with templates to help them organize everything before sending their books to their accountant.
We’ll tailor the toolkit to the types of businesses you serve so it’s relevant to the clients you want to share it with.
This short form helps us generate a customized version for you and your clients.
Takes about 1-2 minutes. Once submitted, we’ll build your version and send it over so you can review it before sharing with clients.
