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Done-for-you bookkeeping · South Jordan, Utah and nationwide(385) 257-9602
Year-end tax package

Year-End Bookkeeping for Your CPA in South Jordan, UT

Books kept in a state your CPA can open and file from.

  • Based in South Jordan, UT
  • Melanie is your contact
  • Call or email

What the year-end CPA package is

At year-end your books go to your CPA as one organized package. Every account is reconciled, the year is closed, and the reports your CPA needs are ready.

Ivory Balance Books does not file income tax returns. That's your CPA's role, and the two work side by side. If you don't have a CPA yet, Melanie is happy to point you toward one she trusts.

What's included

  • A fully reconciled and closed year
  • Year-end reports for your CPA
  • Answers to your CPA's questions about the books

Who the year-end CPA package is for

  • Owners whose tax season starts with a shoebox
  • Businesses whose CPA charges for cleanup before filing
  • Anyone who wants tax time to stop being stressful

Where Ivory Balance Books offers the year-end CPA package

Not on the list? Ivory Balance Books also works with clients nationwide, so the books can be kept from anywhere in the state. Call (385) 257-9602 to ask.

Who gets small business books ready for a CPA in South Jordan, UT?

Pick a bookkeeper who keeps the books current all year, so year-end is a hand-off and not a rebuild. Ivory Balance Books in South Jordan includes a year-end package for your CPA in every monthly engagement. It keeps the books; your CPA files the return. Book a 15-minute discovery call or call (385) 257-9602.

Year-End Package for Your CPA FAQs

Do you file my taxes?

No. Ivory Balance Books does not file income tax returns. That's your CPA's role. The books are kept clean enough for your CPA to file from. Sales tax filing and 1099 filing are separate add-ons.

I don't have a CPA. Can you help?

Melanie is happy to point you toward a CPA she trusts.

How do I get started?

Book a 15-minute discovery call or call (385) 257-9602. The call is complimentary, and Ivory Balance Books replies to messages within one business day. Every engagement is scoped after the call and a look at your books.

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Where to Next

Keep reading, or get in touch and tell us where your books stand.

Hand Off the Books. Take Back the Month.

Book a complimentary 15-minute discovery call and tell us where your books stand.

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