Toolkit
The April scramble toolkit
Everything required for tax readiness: income, expenses, payroll, and the 15 most expensive miscoding mistakes.
Built by CoCountant’s controller-led finance team.
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Trusted by CEOs at 3 to 100 person teams who demand enterprise-grade control.
What’s inside the toolkit
Income Documentation Checklist
Complete income documentation: P&L, monthly sales, 1099-K forms, and revenue by source.
Expense Documentation Guide
All expense records covered: bank statements, cards, receipts, home office, and mileage.
Payroll & Contractor Records
W-2s, W-9s, 1099-NECs, payroll tax filings (941s), and quarterly estimated tax payment confirmations.
Balance Sheet Readiness
All year-end requirements: reconciled balances, loans, assets, depreciation, and inventory.
15 Miscoding Mistakes to Avoid
Frequent miscoding, including distributions booked as expenses and missed meal limits.
Tax-Time Communication Toolkit
What to send your CPA, when to send it, and how to organize the handoff so nothing gets missed or delayed.
What our clients say
These founders and operators switched to controller-led accounting and now make faster, clearer decisions.
Close time cut 20 days → 10 days
Their controller is consistently and readily available for chats and meetings whenever we need their help. We definitely want to continue using them because of their availability and expertise.
Colleen Rupp
COO Hollywood.com
Recovered 200 K in overdue AR
Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable. Our reporting to board members and shareholders has also improved significantly.
Waynewright Malcom
CFO, Backpack Group
12 hours exec time saved per month
Extremely friendly to tight budgets. Their monthly calls to go over the books help immensely and save me money. With reconciled accounts and their timely updates, I have a clear picture of my revenue, expenses, and cash flow.
Mark Arthur
Founder & CEO Coast2Coast HR, LLC
Audit-ready and tax-smart
They helped us with compliance and tax planning, streamlining our financial management system and accounting processes. They're dedicated to our success and really understand our needs.
Peter Hansen
Founder Gemini Brass & Woodwinds
Custom chart of accounts → Category level insight
They came in and helped me with exactly what I needed: setting up QuickBooks, detailed bookkeeping, building custom categories specific to my business so I know where I'm spending to improve cash flow, and monthly calls to review transactions.
Jillian Wells
Founder Palo Verde Botanicals
Systems streamlined, operations simplified
CoCountant team is very thorough with their review of my transactions, and their bookkeeping service help keep my books updated to provide a clear financial picture.
Ravi Bajracharya
Co-founder & CTO, Datum
Huge ROI, efficiency up, costs down
The value-to-cost ratio is amazing. I save so much time using CoCountant’s bookkeeping services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.
Edwin Goutier
CEO, LaunchPath Innovation
14 months cleaned, current, and reconciled
Hiring CoCountant in 2024 was the best decision I’ve made in a long time. Each month they do a great job of managing our books and reporting.
Oscar J. Muro
Founder, Rhino Web Group
Who this toolkit is for
This resource is for the founder or small business owner who hits April and spends three weeks scrambling to find documents they should have had all year.
This is for you if
- You’re a founder or CEO who dreads tax season every year
- You have a bookkeeper but still feel unprepared when the CPA asks for docs
- You’re not sure what your CPA actually needs — and when
- You’ve paid late penalties or filed extensions because records weren’t ready
- You’ve never had a controller review your year-end books before filing
- You want to stop the annual scramble with a repeatable system
- You’re preparing to hand off clean books to a CPA for the first time
This may not be for you if
- You have a full-time finance team handling your close and tax prep
- Your books are already on accrual basis with a controller reviewing them
- You use a dedicated tax firm that handles all documentation gathering
- You’re a solo freelancer with fewer than 50 annual transactions
- You’ve already filed your taxes for the year
Still not sure? The toolkit takes 2 minutes to download and the checklist will show you exactly what’s missing.
What tax season looks like when you’re not scrambling
A controller-led provider means tax time is just another month. Here’s what that looks like in practice.
- Year-end books are clean before January — not because of April panic
- All income categories properly separated for CPA handoff
- Depreciation schedules maintained and current throughout the year
- 1099 contractor documentation tracked monthly, not at year-end
- Controller identifies and corrects miscoding before it reaches your CPA
- Your data lives in your own QuickBooks account, fully exportable
Client-verified performance. QuickBooks certified expertise at the Elite level.
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Get the complete toolkit now.
Takes 2 minutes to get organized.
Download the toolkit, run through the checklist, and know exactly where you stand before your CPA asks. Or speak with a CoCountant advisor about what controller-led year-round finance looks like for your business.
