Use this bookkeeping cleanup checklist to reconcile accounts, fix transaction categories, organize records, and prepare accurate books for tax season.

Mid-year tax planning is a financial checkup performed before the year is over. It gives a business owner time to compare actual results with earlier estimates, correct bookkeeping problems, review estimated tax payments, and make informed decisions before year-end deadlines. Tax preparation looks backward at transactions that already happened. Tax planning looks forward. The middle of the year is useful because there is enough financial data to identify patterns while there