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C.W. Bookkeeping: Year-End Close, 1099s, & 2026 Fresh Start (alameda)
license info:
QuickBooks ProAdvisor License 9130 3552 8316 0586
offered in person
offered virtually
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Is the End of the Year Giving You Anxiety? Let C.W. Bookkeeping Take Control.
The deadline for a clean, maximized 2025 close is fast approaching. Small business owners often lose thousands in deductions and waste days on tax prep chaos. We offer a professional, turn-key solution to handle your entire year-end close and ensure a profitable launch into 2026.
OUR 60-DAY, 3-PHASE YEAR-END PLAN (DECEMBER & JANUARY FOCUS)
PHASE 1: DECEMBER – The Tax Cleanse (Maximize Deductions Now)
We ensure you leverage every possible deduction before December 31st.
1099 Compliance Guarantee: We audit your vendor files (W-9s) and verify contractor payments NOW, eliminating the scramble in January.
A/R & A/P Scrub: We review aging receivables for strategic write-offs and accrue all remaining 2025 expenses to claim them on this year's taxes.
Fixed Asset & Equity Tidy: We ensure all equipment purchases and owner draws are correctly categorized and ready for depreciation entries.
PHASE 2: JANUARY – The Compliance Finish Line
We complete the formal close.
Final Reconciliation & Adjusting Entries: We complete your December bank reconciliation and book complex adjusting entries (depreciation, amortization) with professional accuracy.
W-2 and 1099 Filing (Deadline: Jan 31st): We prepare, generate, and file all necessary year-end tax forms, ensuring you meet the strict deadlines.
CPA Handoff: We deliver a final, perfectly organized, and fully reconciled book package to your tax preparer, acting as the technical liaison for a seamless filing experience.
PHASE 3: FRESH START 2026 – Strategic Planning
We use your clean 2025 data to build a successful future.
Budgeting & Benchmark Setting: We help you review 2025 performance to create a realistic, detailed budget and set clear financial goals for Q1 2026.
Process Streamlining: We help you implement efficiency improvements for better expense tracking and control throughout the new year.
WHY CHOOSE C.W. BOOKKEEPING?
We are focused, professional, and dedicated to small business success. Stop trying to do it all—let us give you back your time and peace of mind.
Call C.W. Bookkeeping today for a free, no-obligation year-end consultation.
Mention this ad to lock in our 2025 rates - Save Today on our Year-End Close Package.)
Contact: 510-872-2363
Service Area: San Francisco Bay Area