Close
Month-end close, reconciliations, and 1099 review
Closing for Tucson Coffee Cart
Open blockers:7 open findings
Month-End Close
Standard checklist per period — nothing falls through the cracks
No close period yet. Pick a month above to start the checklist.
Bank Reconciliations
QBO-style reconcile: clear the register against each statement
No reconciliations yet for this client.
1099 Readiness
Review worksheet only — not a filing determination. Verify thresholds, payment methods, and exemptions per tax year.
Vendors ≥ $600
0
Missing W-9
0
Total paid
$0.00
No vendors hit the $600 threshold in 2026. Process workbooks with vendor payments first.