Accounting · Pricing
Year-End Accountant Handoff
Starting at$550a year
What the price covers
Year-end support for the outside accountant: 5 special schedules and up to 1 hour of accountant queries.
What we do
- Coordinate the handoff and send the year-end package
- Answer the outside accountant's questions
- Prepare the five special schedules from the closed books
- Check schedules and reconcile handoff totals
What you get
Accountant-ready supplemental schedules and a query response record.
Not included
Tax-return preparation, audit or review support, and queries beyond 1 hour.
Every Step. All 12.
- 01Confirm the outside accountant's request list and due dateAnnual handoff · Senior accountant
- 02Send the existing year-end reportsAnnual handoff · Senior accountant
- 03Track open requests to completionAnnual handoff · Senior accountant
- 04Answer accountant queries and provide supporting detailUp to 1 hour · Senior accountant
- 05Log each question and responseUp to 1 hour · Senior accountant
- 06Agree which five supplemental schedules are required5 special schedules · Senior accountant
- 07Extract the underlying closed-book records5 special schedules · Senior accountant
- 08Prepare each requested supplemental calculation5 special schedules · Senior accountant
- 09Tie schedule totals to the year-end ledger5 special schedules · Senior accountant
- 10Send the completed schedules with source support5 special schedules · Senior accountant
- 11Review calculations and cross-referencesFinal review · Controller
- 12Confirm remaining requests and handoff ownershipFinal review · Controller
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