• Prepare year-end balance sheet

  • Prepare year-end statement of income/(lose)

  • Prepare year-end adjusted trial balance and supporting documentation

  • Provide year-end adjusted trial balance/documentation to CPA (ARI workpapers)

  • Interface with CPA during year-end income tax planning

  • Interface with CPA during year-end income tax return preparation

  • Interface with CPA during year-end financial statement preparation (if applicable)



If you'd like to receive more information about our Year-end Service, please complete this form.

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