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Articles and perspectives from Sheldon & Xu CPA.
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Prepare for year-end with a clear package of bookkeeping records, supporting documents and outstanding questions. This practical checklist helps business owners organize the information their accountant needs.
Read articleMeasure how purchasing, inventory, billing and collection changes affect cash.
Put four connected measures in one owner-manager view.
Compare available instalment methods with updated taxable income and cash.
Test place-of-supply logic, registrations and platform reports against invoices.
Review who benefited, why the cost arose and how it was authorized.
Reconcile slips to payroll, benefits and the general ledger before filing.
Test payroll settings against the official 2026 tables before errors repeat.
Close the year with complete resolutions, registers and transaction support.
Load the 2026 ceilings and rates and connect payroll changes to cash and compensation planning.
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