Before the handoff
Use this as an organizational checklist, not tax advice.
Complete bank reconciliation through the reporting period
Review unpaid invoices and bills
Confirm expense categories are reasonable
Identify large purchases and financing activity
Export the reports and records your tax professional requests
Keep questions visible
A clearly flagged question is often better than a confident but incorrect bookkeeping assumption. Keep notes and evidence attached to items that need professional judgment.
This resource is general bookkeeping education and is not tax, legal, or accounting advice. Tax requirements vary; consult a qualified professional for decisions specific to your business.