Month-end review agent
- Pulls every transaction from QuickBooks or Xero
- Flags write-offs that won't hold up and missing receipts
- Checks that the P&L, balance sheet and cash flow tie out
- Hands the CPA a one-page review sheet with only what needs a look
What your team can ask it
- Erin
Has the Patel return been e-filed?
Yes. E-filed Oct 3, accepted by the IRS Oct 4.
- Marcus
Does the Hendersons' K-1 change their QBI deduction?
Yes. The amended K-1 adds $48,200 of qualified business income, so the deduction goes up about $9,600. They stay under the wage limit.
- Lena
Which clients are still missing documents?
14 clients. 6 haven't opened the portal request yet.
What it connects to
- Tax software
- Document portal
- Practice management
- QuickBooks