Year-end accounting services, delivered by January 31.
Year-end accounting services close your books for the year and hand your tax preparer one complete package, so tax season starts with answers, not a hunt for numbers. Statements, inventory and COGS, a 1099-K tie-out and the supporting schedules arrive together, by January 31. Included in every monthly plan, or $799 a year on its own.
Written quote · scope agreed up front · no commitment
Inventory & COGS schedule (September shown)
| Beginning inventory | 52,300.00 |
|---|---|
| Purchases incl. freight & duty | 24,890.40 |
| Goods available for sale | 77,190.40 |
| Ending inventory, counted | (54,000.00) |
| Cost of goods sold | 23,190.40 |
| Agrees to the P&L | 0.00 · ✓ Tied out |
Also in the package Year
- P&L and balance sheet ✓
- 1099-K tie-out by platform ✓
- Contractor payment list ✓
- Balance sheet reconciliations ✓
The year's last close, then the package
ILLUSTRATIVE SCHEDULE — DEMO STORE, NOT A CLIENT
You want tax season to be simple.
You want your year closed properly and handed to your tax preparer in one package by January 31.
Your year ends with a count and a tie-out.
A seller's year-end turns on two numbers: the inventory you hold and the sales your platforms report.
Your 1099-K shows gross, not net
The IRS says the gross on a 1099-K isn't adjusted for fees, refunds or shipping. The package ties it to your books.
Read the answer →Ending inventory sets the year's COGS
Schedule C asks for inventory at the end of the year. The package gives your preparer that figure, backed by a count.
Read the answer →Stock held elsewhere still counts
The IRS counts merchandise you own even when you don't hold it, so your units at a 3PL or in Amazon's network go in the year-end count.
Read the answer →Missing months come first
A year can only close once every month in it is current.
Read the answer →Contractors get their forms in January
The year-end contractor payment list feeds straight into 1099 preparation.
See 1099 filing →What our year-end accounting services include.
One package, handed to your tax preparer, with every figure traced to your books.
- Year-end P&L and balance sheet ANNUAL
- Inventory and COGS schedule, tied to a count ANNUAL
- 1099-K tie-out for each platform ANNUAL
- Balance sheet reconciliations at December 31 ANNUAL
- Contractor payment list for 1099s ANNUAL
- Answers to your tax preparer's questions ANNUAL
December closes by day 15 of January; the package follows by January 31.
Profit & Loss — September
| Amazon sales | 38,420.00 |
|---|---|
| Shopify sales | 21,760.00 |
| eBay sales | 4,310.00 |
| Net sales | 64,490.00 |
| Cost of goods sold | (23,190.40) |
| Marketplace fees | (9,874.15) |
| Gross profit | 31,425.45 |
SAMPLE · ILLUSTRATIVE FIGURES · NOT A CLIENT
Year-end close, one annual price.
The year-end package comes with every monthly plan. On its own, it is $799 a year, the figure on our pricing page. Your scope is confirmed in writing after your free books review, before you commit.
| Service | Billed | Price |
|---|---|---|
| Year-end close package | per year | $799 |
| 1099 filing for contractors | per form | $25 |
| Inventory & COGS accounting | /month | $99 |
Catch-up bookkeeping
Months missing from the year? We bring them current first, priced per month behind, then close the year. See catch-up →
Four steps to books you can trust.
Free books review
You send the access invitations. We look at where your books stand.
Quote in writing
Your plan and price, before you commit to anything.
Catch-up
Missing months brought current and reconciled.
Monthly close
Books closed every month, reports in your inbox.
[[FILL]]
[[FILL: name]]
Year-end reviewer · [[FILL: credential, exactly as held]]. Your year-end package is reviewed by a second person on our team before it goes to your tax preparer.
We work in the tools you already use.
Your books stay in your own QuickBooks Online or Xero account, so your tax preparer can see the detail behind every figure.
WORKS WITH
Product names belong to their owners.
Your tax preparer gets clean books, every year.
Your tax preparer receives one package, with every figure traced back to your books.
- Year-end P&L and balance sheet ✓
- 1099-K tied out to your sales ✓
- Inventory and COGS schedule ✓
Questions sellers ask at year-end.
Why doesn't my 1099-K match what I actually made?
Where the gap comes from, and how to tie it out.
Read the answer → AnswerHow do I calculate cost of goods sold for an online store?
The formula, worked through for a seller.
Read the answer → AnswerIs inventory a current asset or an expense?
Where stock belongs in your books, and why it moves your profit.
Read the answer → AnswerDo I need an e-commerce CPA, an accountant or a bookkeeper?
Who does what, from the books to the return.
Read the answer →Behind on your books? See catch-up bookkeeping →Get a free books review →
Sources
- IRS, What to do with Form 1099-K (reviewed 27 Jul 2026): gross payment amount isn't adjusted for fees, credits, refunds, shipping, cash equivalents or discounts · fetched 2026-10-07
- IRS Publication 334 (2025), How To Figure Cost of Goods Sold: Schedule C line 35 'Inventory at Beginning of Year', line 41 'Inventory at End of Year' · fetched 2026-10-07
- IRS Publication 538 (01/2022), Inventories: include purchased merchandise once title has passed to you, even without physical possession · fetched 2026-10-07
Year-end close questions
What is in the year-end package?
A year-end P&L and balance sheet, an inventory and COGS schedule tied to a count, a 1099-K tie-out for each platform, balance sheet reconciliations at December 31, and a list of contractor payments for 1099s.
Who prepares my tax return?
Your tax preparer. We hand them the package and answer their questions about the books, so they start from reconciled numbers.
How much do year-end accounting services cost?
The year-end package is included in every monthly plan. On its own it is $799 a year, confirmed in writing after your free books review.
When will my package be ready?
December closes by day 15 of January, and the package follows by January 31.
I'm behind for part of the year. Can you still close it?
Yes. We catch up the missing months first, priced per month behind, then close the year and prepare the package.
See where your books stand — free.
Get a written review of every channel: what's reconciled, what's missing, and the exact price to fix it. No card, no commitment.
Get my free books review