Year-End Readiness: The Investor’s Accounting Checklist

Neerja Kwatra
Oct 29
1 min read

Closing the year strong starts months before tax season.

Checklist for Investors ✅ Record all depreciation and accruals. ✅ Reconcile bank and loan balances. ✅ Review A/R and A/P aging reports. ✅ Match books to lender statements.

Why It Matters: A clean close prevents IRS questions and sets the tone for next year’s growth.

⚠️ This blog is for informational purposes only. It may not apply to your specific situation. Please consult your CPA.

Recent Posts

See All

Commission & Realtor Accounting: Treat Income Like a Business

Realtors often treat commissions as cash flow — not a business model. That’s where mistakes begin. Common Errors Recording gross instead of net income. Ignoring referral commissions. Mixing personal a

Entity Management: Keep Your LLCs Clean

Each property should live in its own entity. Mixing transactions across LLCs breaks liability protection and confuses reporting. Best Practices Use separate bank accounts per entity. Avoid intermingli

Deferred Revenue & Earnest Money: Timing Is Everything

Revenue recognition shapes how investors and lenders view your income. Deferred Revenue: Prepaid rent or deposits count as liabilities until earned. Earnest Money: A liability until the deal closes

Comments