What to expect if you’re a current client:
Communication via email, text, or phone if anything is missing or needs confirmation
- A full review of Q3 to ensure that nothing has been overlooked, mislabeled or duplicated
- A Q3 Profit and Loss Report and Balance Sheet
- Any other Mid-year or Quarterly tasks that you have engaged EVT to manage
Not yet one of our clients?
Use this Quarterly checklist to keep your books up to date!
- Categorize all transactions and match all receipts
- Reconcile all bank accounts, credit cards, loan accounts
- Request any W9’s from vendors paid
- File & pay all quarterly required forms, reports & taxes
- Reconcile payroll & tax payments to your quarterly reports
- Review balance sheet, P&L, and cash flow reports
- Check in on financial goals and progress
End of Q3 Strategy Sessions
Now is the perfect time to reflect on the goals you made for this year, your progress on those goals, and how you can use the coming months in 2025 to meet or exceed them.
EVT can help you evaluate your current financial situation, budget for the future, plan for contingencies, and so much more! We can also help with…
- Referrals to Tax Professionals and other Business Partners
- Adjusting or Adding any current services
- Additional reports, data or tracking