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

Описание: 📥 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.

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