A tax return is only as accurate as the books it's prepared from. Here's what a tax preparer actually needs from the financial records — and what happens when they aren't reliable.
Step by step — what a legitimate bookkeeping cleanup actually looks like. Account validation, period-by-period reconciliation, discrepancy investigation, error correction. This is the work.
Automated categorization produces output. Legitimate cleanup produces reliable books. Here's the specific difference — and why it matters when someone actually looks at the numbers.
If your books are behind or unreliable, you still have time — but the window is closing. Here's what a legitimate cleanup actually involves, how long it takes, and what it gives you.