Year-end cleanup · 2026
Start 2027 clean.
Close 2026 properly, finish the catch-up, and have January's close already scheduled — all before 1099 and 1120-S season. Sign by 18 December to guarantee a 1 January start.
The three-step year-end close
From backlog to a clean January.
1. Send read-only access
Ledger, bank and gateway feeds, read-only. We work inside your QuickBooks Online or Xero account and never move your history.
2. We reconcile every backlogged month
Each backlogged month is reconciled at $300 per month and returned to you as operator-reviewed, CPA-partnered statements.
3. January runs clean
From January your monthly plan runs on a clean 2026 ledger and closes within 5 business days of each month-end.
The dates that matter
18 December is our signing cut-off so that the backlog is finished before 2027 starts. It is a scheduling date, not a tax deadline.
| Date | What happens |
|---|---|
| By 18 Dec | Catch-up scoped, priced and signed to guarantee a 1 January start |
| 19–31 Dec | Backlog reconciled and reviewed |
| 1 Jan | Monthly plan starts on a clean 2026 ledger |
| Jan–Feb | 1099 and 1120-S season with the books already closed |
Who this is for
US e-commerce, DTC and B2B SaaS companies on QuickBooks Online (or Xero) with $500K–$15M+ revenue whose books are months behind. One unit rate, $300 per backlogged month, on top of your monthly plan.
$300 per backlogged month is a unit rate; the audit confirms how many months are involved.
Year-end questions
- What does catch-up cost?
- $300 per backlogged month, on top of your monthly plan. The free audit confirms how many months are involved. What catch-up involves →
- Why 18 December?
- It is the last signing date that lets us finish the backlog and start your monthly plan on 1 January. It is a scheduling cut-off, not a tax-filing deadline.
- Do I have to switch accounting software?
- No. FlexBooks syncs QuickBooks Online, and Xero is supported.
- Can you file our 2026 returns?
- Independent CPA reviews and federal/state corporate tax filings are performed by licensed US CPA partners. Scope is agreed during the audit.
This is general information, not tax advice for your situation. Talk to us about your situation →
Free · 20 minutes · with a FlexBooks finance specialist
Ready to put your finance department on autopilot before year-end?
Book your free 20-minute Financial & Tax Review plus a live app demo. Our finance team reviews your ledger and gateway setup to find misclassified deductions, multi-gateway clearing discrepancies and operational margin leaks. You get a 3-point summary checklist whether or not you sign up.
The Flex Finance 5-day SLA guarantee
We guarantee your monthly books will be reconciled, operator-reviewed and delivered within 5 business days of month-end with 99%+ accuracy. If we ever miss our SLA, that month’s service is 100% free.
We check for
01
Misclassified deductions
02
Gateway clearing discrepancies
03
Margin and cash flow leaks
Prefer to talk first? (201) 844-2740
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