Year-end & CPAs
Year-end without the scramble.
We keep your books clean all year. Then we hand your CPA one tied-out year-end package.
Short Zoom call · No books or reports needed
Certified QuickBooks ProAdvisors, including Advanced certification
What's in the year-end package
We don't prepare income tax returns or do audits. Your CPA does that. We keep your books clean and hand your CPA a tied-out year-end package.
- Final P&L and balance sheet
- Every bank, card and loan account reconciled to year-end statements
- Payroll totals tied to W-2s and quarterly forms
- 1099 list and W-9s collected
- Fixed asset and loan activity
- A short list of open questions for you and your CPA
It goes out on one send date, after W-2s and 1099s are done. You answer a few questions and upload through the secure portal. Don't have a CPA? We can help you find one.
For CPAs
Why CPAs like getting our clients
- Fewer adjustments
- Payroll and 1099s already reconciled
- The same package layout every year
- One named contact at Ark
- A secure link, not an email attachment
Sample package index available on request (example data).
Start with a short call.
No books or reports needed. You leave knowing what's broken, a ballpark range, and a dated next step.