It's January. Do THIS Before Tax Season Hits | Bookkeeping Business Special Edition скачать в хорошем качестве

It's January. Do THIS Before Tax Season Hits | Bookkeeping Business Special Edition

📥 FREE DOWNLOAD: 2026 January Checklist for Bookkeepers https://drive.google.com/file/d/1xDM3... December was cleanup. January is closure and control. Coast through January? You drag last year's mess straight into tax season. Treat January like a reset month? You protect your brain, calendar, and clients for the rest of the year. Year-end is a process, not a date. December was your final checkpoint. January is where you lock it, ship it, and set the new year up properly. Your January Priorities: Finalize December reconciliations. Build and send CPA packets proactively. Lock the prior year in your accounting software. Confirm 1099s and W-2s before corrections pile up. Finish Q4 sales and payroll tax filings. Update engagement letters and adjust pricing where scope has crept. Plan your capacity decide who stays, who needs a new package, who quietly moves off your roster. Maven Tip: In Maven System 3, January is where every client board flips from "Active year-end" to "Sent to CPA." Clean dashboard. No guessing. Done. If you want calm tax seasons, January is where it starts. Bookkeepers: Let's get connected and join Maven. Build a bookkeeping business that closes years with control, not chaos. 👉 Full episode:    / @bookkeepingbusinessmentor   👍 Like 💬 Comment: What's your biggest January challenge? 🔁 Share ✅ Subscribe Connect with Maven: 🌐 https://www.mavensystems.us/ 📘   / trudi.bruce   💼   / trudith-bruce-systemsstrategist   📸   / trudibruce.maven   🎵 https://tinyurl.com/2e6uxa26 #BookkeepingBusiness #JanuaryChecklist #TaxSeasonPrep #BookkeeperLife #MavenSystems