Start with the accounts
Gather the bank and credit-card statements that cover the period being reviewed. Compare them with the bookkeeping file and identify accounts that have not been reconciled or transactions that remain unclear.
A reconciliation is not just a box to check. It is an opportunity to notice duplicates, missing entries, or items that need a better explanation before reports are shared.
Review the shape of the reports
- Look for categories that have changed meaning or are being used inconsistently.
- Ask whether income and expense totals resemble the way the business actually operates.
- Notice unusual balances, old items, or negative amounts that need context.
- Keep supporting records organized so questions can be answered without a scramble.
Keep the handoff clear
Your tax professional may request specific reports or supporting documents. Ask what period, format, and detail they need, then keep a simple list of what has been provided and what is still outstanding.
Do not send passwords, bank credentials, or sensitive records through a public website form. Use the secure process your tax professional or bookkeeper provides.
If the file is behind
Do not wait for perfect records before asking what the next step could be. A diagnosis or cleanup may be the useful first project, followed by recurring bookkeeping or a clearer DIY workflow.
Fayette Solutions can discuss what is happening in your file and whether cleanup, recurring support, consulting, or training makes sense. Tax filing and tax advice remain conversations for your tax professional.