Our Services
Our Specialists
Tanya Alexander
CEO & Founder
Strategy Box Bookkeeping
20+ Experience
Year-End Review & Prep for CPA
At Your Bookkeeper On Call, our Year-End Review & Prep for CPA Program is designed to take the stress and uncertainty out of closing your books. We perform a comprehensive review of your financial records to ensure accuracy, compliance, and completeness—so you and your CPA can move into tax season with confidence. From bank reconciliations and accounts cleanup to adjusting entries, depreciation, and accruals, we leave no detail unchecked. Our experienced team identifies and resolves discrepancies, prepares reconciliations, and packages all necessary reports and documentation in a CPA-ready format, reducing the time and cost involved in year-end filings.
What We Do
More than just bookkeeping, this program is a proactive, strategic service that sets you up for financial clarity and growth in the year ahead. We help you understand your year-end financial position, address potential tax-saving opportunities, and collaborate directly with your CPA or tax advisor to ensure a smooth and efficient filing process. Whether you’re a small business owner, nonprofit, or growing enterprise, Your Bookkeeper On Call ensures your financials are not only clean—but actionable, timely, and ready for what’s next.
Delivering Excellence Through Expertise
Frequently Asked Questions
How do I get started with your services?
Getting started is easy! Simply contact us to schedule an initial consultation, where we’ll discuss your needs and how we can best support your business.
Can you assist with financial forecasting and budgeting?
Yes, we offer strategic financial planning services, including forecasting, budgeting, and cash flow analysis, to help you make informed decisions and achieve your business goals.
How do you ensure the security of my financial data?
We take data security very seriously. Our firm uses the latest encryption technologies and follows strict protocols to protect your financial information from unauthorized access.
What makes your firm different from others?
Our firm is distinguished by our personalized approach, deep industry knowledge, and commitment to building long-term relationships with our clients. We’re not just accountants—we’re your business partners.
Do you offer bookkeeping services?
Absolutely. We provide full-service bookkeeping, including transaction recording, bank reconciliations, payroll processing, and more, to keep your financials in order.
How often will I receive financial reports?
The frequency of reporting is up to you. We can provide monthly, quarterly, or annual reports, depending on your needs. Regular communication ensures that you’re always informed about your financial standing.
Can you help with tax planning and preparation?
Yes, we provide comprehensive tax services, including tax planning, preparation, and filing. Our goal is to help you minimize your tax liabilities while ensuring full compliance with all regulations.
What accounting software do you use?
We use industry-leading software like QuickBooks, Xero, and Sage, but we’re also proficient in a variety of other platforms. We can work with your existing system or recommend the best software for your needs.