Tax & Year-End Support for Small Businesses
in Richmond VA & Beyond

When tax season comes around, the last thing you want to do is scramble through messy books, missing reports, and half-finished reconciliations.

Woodlake Bookkeeping provides tax-ready bookkeeping services and year-end bookkeeping help so your CPA can file faster, with fewer questions, and you can get back to running the business. Whether you typed “get my books ready for taxes,” “year end close bookkeeping service,” or “bookkeeping catch up before taxes” — this page is for you. We’re not a CPA firm. We are the team that gets your books clean, organized, and CPA ready — including 1099 and W-2 support.

Who Our Tax & Year-End Support Is For

We’re built for owners and CEOs who:


  • Already have a CPA and “need the books fixed” before tax prep
  • Want monthly bookkeeping plus year end package support
  • Are behind and need tax season bookkeeping cleanup and bookkeeping catch up before taxes
  • Use QuickBooks and need QuickBooks year end cleanup and QuickBooks reconciliation year end
  • Need a reliable 1099 filing service and W-2 filing service for employees and contractors

We’re especially helpful for small and mid-sized businesses that want:


  • Clean financials
  • On-time year-end deliverables
  • A bookkeeper who works directly with their CPA

What “Tax & Year-End Support” Includes

Everything needed to keep your books accurate, organized, and ready for your CPA at year-end.

CPA-Ready Books & Year-End Financial Reporting

Our job is to make your books CPA ready — not just “good enough.”

We help you:

  • Close your books for the year
  • Perform full year-end financial reporting for small business
  • Fix miscategorized transactions and unreconciled accounts
  • Deliver clean P&L, balance sheet, and supporting schedules


If you’ve ever searched for:

  • “make my books CPA ready”
  • “financials for taxes help”
  • “bookkeeping for CPA tax prep”
  • “accounting support for CPA”


…this is exactly what we do. We’re the accounting support for CPA that makes tax prep straightforward.

Year-End Bookkeeping Cleanup & Catch-Up

Behind on the books? That’s common — especially when you’re actually running the business.

We offer:

  • Year end bookkeeping help to catch up missing months
  • Year end close bookkeeping service to get everything in line
  • Tax season bookkeeping cleanup focused on issues that matter for your CPA
  • QuickBooks bookkeeping and tax support if your file has gotten out of control


We focus on:

  • Reconciling all bank and credit card accounts
  • Cleaning up QuickBooks reconciliation year end issues
  • Adjusting entries so year-end balances make sense
  • Making sure what’s in QuickBooks matches reality

1099 & W-2 Filing Support

You keep your promises to your team and contractors. We help you keep your obligations to the IRS.

1099 Filing Services

We provide 1099 reporting services and practical help with:

  • Identifying which vendors/contractors need 1099s
  • Preparing and sending 1099-NEC forms
  • Coordinating with QuickBooks 1099 e file service or Intuit 1099 e file service
  • Using 1099 electronic filing services and online 1099 filing services properly

This includes:

  • 1099 preparation service
  • 1099 efile service for eligible contractors
  • Acting as one of your trusted 1099 service providers
  • Handling 1099 tax filing service details so you’re not guessing

If you’ve searched:


  • “file 1099s for my contractors”
  • “help with 1099 NEC forms”
  • “contractor 1099 filing help”
  • “small business year end payroll filings”
  • “1099 and W2 filing near me”


…we can step in as your 1099 filing service partner.

W-2 Filing Service for Small Business

For employees, we support payroll year-end W-2s and 1099s alongside your payroll provider, helping ensure everything lines up correctly before filing deadlines.


We act as a bridge between your books and your payroll system so year-end reporting is accurate, consistent, and CPA-ready.


We can:

  • Coordinate the W-2 filing service process with your payroll provider
  • Make sure employee data, wages, and taxes match your books, reducing errors and last-minute corrections
  • Help with QuickBooks W-2 payroll help if you’re using QuickBooks Payroll, including review and reconciliation support



Our goal is to minimize surprises at year-end by making sure payroll records, bookkeeping, and reports are aligned well before information is passed to your CPA.

If you’re looking for:

  • “W-2 filing service for small business”
  • “run W-2s for employees”
  • “small business year end payroll filings”

How We Work With Your CPA

We don’t replace your CPA. We make your CPA’s life (and yours) easier.

Our role in tax-ready bookkeeping services:

  • Provide CPA ready books service that’s organized and reconciled
  • Coordinate on questions and adjustments directly with your CPA
  • Supply the reports and documentation they need, in the format they prefer


If you’ve thought, “I have a CPA but need the books fixed,” that’s exactly where we come in as:

  • A bookkeeper who works with my CPA
  • A partner for bookkeeping for CPA tax prep
  • Ongoing accounting support for CPA during the year and at year-end

Local Bookeeping. National Reach. Custom Support.

QuickBooks-Focused Year-End Support

Most of our clients use QuickBooks. We know it well.

We help with:


  • QuickBooks year end cleanup
  • QuickBooks reconciliation year end for bank, card, and loan accounts
  • QuickBooks bookkeeping and tax support tied closely to your CPA’s process
  • QuickBooks 1099 filing help and QuickBooks W-2 payroll help

We can also coordinate with tools like:


  • Intuit 1099 e file service
  • Other online 1099 filing services and 1099 electronic filing services


So your bookkeeping, 1099s, W-2s, and tax prep all tell the same story.


Typical Tax & Year-End Support Workflow

A straightforward process that keeps your books accurate, organized, and ready for tax season.

  • 1. Review & Assessment

    We start by understanding:


    - Your current bookkeeping status

    - Whether you’re up-to-date or need bookkeeping catch up before taxes

    - What your CPA needs and when they need it

  • 2. Cleanup & Catch- Up

    Next, we:


    - Reconcile outstanding months

    - Fix categorization and balance issues

    - Perform year end bookkeeping help and year end close bookkeeping service focused on tax readiness

  • 3. Setup & Clean-Up

    Each month we:


    - Reconcile accounts

    - Update reports

    - Flag issues and trends

    - Keep your books ready for owners, lenders, and CPAs

  • 4. Monthly Rhythm

    Each month we:


    - Reconcile accounts

    - Update reports

    - Flag issues and trends

    - Keep your books ready for owners, lenders, and CPAs

Is Woodlake the Right Fit for Your Year-End Needs?

We’re a strong fit if:


  • You’re a small or mid-sized business owner or CEO
  • You want someone to get your books ready for taxes — not guess through it yourself
  • You value a partner who offers monthly bookkeeping plus year end package options
  • You’ve been searching for tax-ready bookkeeping services and CPA ready books service you can trust


We may not be the right fit if you’re only looking for the cheapest possible online 1099 filing services or one-off data entry. We’re here to be your long-term year-end and tax support partner alongside your CPA.

Ready to Make This the Easiest Tax Season You’ve Had?

Ready to stop worrying about your books?

If you’re staring at messy books, outstanding reconciliations, and a nervous feeling about tax season, you’re not alone — and you don’t have to fix it alone. Let’s talk about where your books stand today, what your CPA needs from you & the right level of tax-ready bookkeeping services, year end bookkeeping help, and 1099/W-2 support for your business. Contact Woodlake Bookkeeping to schedule a conversation about Tax & Year-End Support and finally get your books truly ready for taxes.

Schedule a Consultation