Keep business records together
Use a consistent place for statements, invoices and receipts. A simple routine is easier to keep than a large cleanup at the end of the year.
Review the month
Check income and expenses against your account statements. Flag unknown transactions and missing records while you still remember what happened.
Use the numbers
Look at how income, expenses and cash changed. An organized monthly view gives you better questions to ask about your business.
Your short checklist
A checklist for this visit. No personal information is collected.
OFFICIAL REFERENCES
IRS: Recordkeeping