Get Your Books CPA Ready Before January
Your CPA will ask for clean books in January. W-2s and Forms 1099-NEC for 2026 are due Monday, February 1, 2027. If your books are months behind, now is the time to fix them, not in tax season.
Send us your file. We review it for free, tell you how far behind you are, and give you a fixed quote and a timeline. No obligation.
Who is this for?
- Business owners with unreconciled months, a messy QuickBooks file or a pile of receipts.
- CPA firms with client files that arrive late or half done. We clean them up white label, under your name.
Free year end checklist: is your file CPA ready?
Copy this list. Every box you cannot tick is work your CPA will bill for or send back to you.
- Every bank and credit card account is reconciled through December 31.
- Opening balances match last year’s filed return.
- No personal spending sits in business accounts without a note.
- Uncategorized income and expense accounts are at zero.
- Loan balances match the lender’s statement.
- Payroll totals match your payroll reports and Forms 941.
- You have a W-9 for every contractor you paid.
- You know who needs a 1099-NEC. The threshold for 2026 payments is $2,000.
- Fixed asset purchases are listed with dates and costs.
- Sales tax collected matches sales tax filed.
- Open invoices and unpaid bills are real, not stale.
- A profit and loss and balance sheet are ready to send.
Key US dates to plan around
| What | Date |
|---|---|
| Last day to file 1099s on the old IRS FIRE system | Thu, Nov 19, 2026 |
| W-2s, W-3 and Forms 1099-NEC for 2026 | Mon, Feb 1, 2027 |
| Form 941 for Q4 2026 and Form 940 for 2026 | Mon, Feb 1, 2027 |
Dates come from IRS pages. Always confirm your own dates with your CPA. See our free filing deadline calendar for Canada, the UK and Australia too.
How the free file review works
- Book a 30 minute call. Tell us your software and how far behind you think you are.
- Give us view access. We look at your file and bank feeds. We change nothing.
- Get a fixed quote. You see the scope, the price and the timeline before any work starts.
Frequently asked questions
How much does a cleanup cost?
It depends on how many months are behind and how many accounts you have. That is why the review is free. You get a fixed quote before we start.
What software do you work in?
QuickBooks Online is our core software. We also work in the software you already use.
Can a CPA firm send us client files?
Yes. We clean up client files white label and hand them back review ready, under your firm’s name.
Is it too late to start before January?
No. The sooner you book, the more time there is before your CPA’s deadlines. Book your free review and we will tell you what is realistic.
About Senvora Group
Senvora Group is an outsourced bookkeeping and financial operations firm founded in September 2025 and led by Aryan Patel, who is Intuit certified. We work from Surat, India with business owners and CPA firms in the US, UK, Canada and Australia. We handle monthly bookkeeping, reconciliations, backlog cleanup, financial reporting, payroll support, sales tax, 1099 filings and white label back office work. QuickBooks Online is our core software.
Is your file ready for January, or is it time we took a look?