Year-End Tax Prep Helper
Replaces a $45k bookkeeper. Compiles P&L, balance sheet, and tax schedules for your CPA in hours, not weeks.
Small business owners spend weeks gathering receipts, reconciling accounts, and organizing financial documents before tax season—work that delays CPA filing and costs thousands in rush fees. A dedicated bookkeeper to handle this runs $45k+ annually, which most SMBs can't justify year-round.
This agent pulls transaction data from your accounting software, auto-reconciles accounts, generates a complete P&L and balance sheet, builds supporting schedules (depreciation, loan amortization, inventory), and exports everything as organized PDFs and spreadsheets ready for your CPA. It runs on a schedule each quarter and flags discrepancies for review.
Our team deploys this exact skill for you — integrations connected, tested, and live in 10 min on a 15-min walkthrough call.
Book your setup →Walk through this skill on a quick call. We'll figure out if it's the right pick for your business — or which one is.
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