Even the best CPA can only work with what they’re given and that’s where we come in. We ensure your books are clean, complete, and tax-ready, so your CPA can file with confidence and avoid delays, errors, or last-minute scrambles.
Poor recordkeeping often leads to missed deductions, unnecessary back-and-forth, and higher prep fees. With FinWise Partner, your CPA has everything they need from reconciled books to supporting documents all in one place.
Prepare and share clean year-end financial reports (P&L, Balance Sheet, General Ledger)
Deliver fully reconciled books with properly categorized transactions
Provide supporting documentation (receipts, payroll reports, asset logs, etc.)
Flag and explain large purchases or unusual entries
Assist with depreciation tracking and fixed asset management
Communicate directly with your CPA to answer questions
Implement CPA-suggested adjustments (e.g., reclassifications, journal entries)
Ensure deadlines are met and tax filings aren’t delayed by missing info
Your CPA’s job is to file taxes. Ours is to make that easy, accurate, and efficient.
With FinWise Partner, tax season stops being a scramble and starts being seamless.