Yearly Book-Keeping Report

We provide a yearly book-keeping report to all small business operators at the time the tax return is completed.

The report is provided for two main reasons:

  • Our firm and your business discuss and decide on whether the current accounting system is efficient for your current and future needs
  • We don’t want to increase the hours to complete your yearly tax returns, because your accounting system is not functioning properly. The report provides areas where your business can improve the effectiveness of the accounting and tax information provided to this office. If the client does not make the necessary improvements, then we consider increasing the fee to account for this issue.