Reconciled statements
Every statement period tied to its ending balance. You inherit proof, not promises — 36 of 36 periods in the sample year.
YearClear for CPAs
Start with reconciled years, not a folder of explanations.
Review the ledger, tax-line map, source documents, contractor summary, and open judgment items — without taking over the client's bookkeeping system.
— Read-only client access— No new software for your firm— Judgment calls documented
2022
ReadyPreparer packageHarbor & Pine Studio LLC
- 7 reportsP&L, BS, CF, TB, tax map, form, contractors
- 12 periods reconciledStatement ending balances matched
- 0 unresolved questionsComments remain visible when present
What lands on your desk
A working file you can file from — not a shoebox.
Tax-line mapping
Each account mapped to its Form 1120-S line with the judgment calls annotated. Your review starts at the return, not the raw ledger.
Contractor file
1099-NEC register with W-9 status and totals that reconcile to the P&L contractor line — audit trail included.
Honest gaps
Missing months are labeled, never estimated around. You always know what the package does not contain.
Your access, your terms
Review everything. Take over nothing.
Your client shares a read-only year link, or adds named CPA seats across up to five entities. You see the ledger, the tax-line map, and every source document — the bookkeeping stays theirs.
- ✓ Drill from any report line to the bank transaction behind it
- ✓ Judgment calls arrive documented — who confirmed what, and when
- ✓ Missing statements shown as gaps, never papered over
- ✓ Export everything — reports, trial balance, CSVs, documents
The review, in practice
Client shares the year
A read-only link or a named CPA seat — your choice, their books.
You open the package
Seven reports, internally consistent, with the trial balance as your starting point.
Questions are pre-answered
Owner transfers, related parties, and Zelle payments arrive confirmed and documented.
You prepare and file
YearClear never files. The judgment trail and source documents back every number you sign.
Sample year across 3 accounts — checking, savings, card
Trial balance ties at $593,820 debits and credits
Named CPA seats across up to five client entities
Reports, trial balance, CSVs, and source documents
“The package told me what was confirmed, what was related-party, and what to look at first. I started preparing instead of investigating.”CPA · Multi-entity practice · Sample testimonial
Your next catch-up client can arrive already reconciled.
Twenty minutes with a real preparer package. No new software for your firm.