CPA Coordination & Tax-Ready SupportTax season should be a handoff, not a scavenger hunt.
ABFI keeps financial records accurate, reconciled, documented, and organized so your independent CPA can work from a cleaner package with fewer avoidable gaps and less owner-led coordination.
- Reconciled financial statementsReady
- Supporting schedulesReady
- 1099 record supportOrganized
- Owner equity / distributions detailReviewed
- CPA question response trailCoordinated
Prepared by ABFI · delivered to your independent CPA
In short: CPA coordination means your independent CPA gets reconciled books, organized documents and quick answers, for owners tired of rebuilding the year at tax time. ABFI does not prepare taxes, and the CPA handoff is included in every plan, starting at $850 a month.
ABFI does not prepare or file tax returns and is not the CPA firm of record. ABFI maintains and organizes the accounting records, supports year-end close, provides documentation, clarifies bookkeeping history, and coordinates with the independent CPA engaged directly by the client.
Your CPA starts from reconciled books, not a shoebox.
Most tax-season stress begins months earlier when the records are not current, reconciliations are incomplete, support is scattered, or the CPA has to ask the owner to reconstruct accounting history. ABFI’s role is to make that handoff cleaner.
Maintain · Tax-ready records
Accurate, reconciled books are maintained throughout the year rather than assembled under deadline pressure.
Review · Year-end close support
Books are reviewed for completeness and consistency, with adjustments and supporting schedules organized for handoff.
Coordinate · CPA collaboration
Accounting questions, documentation requests, and bookkeeping explanations are coordinated so the owner is not translating everything manually.
Support · Planning conversations
Accurate financial data and historical reporting are available to support tax-planning discussions led by the independent CPA.
The CPA is not supposed to discover the accounting system for you.
The same year-end can run two ways. The difference is decided months before the deadline.
Structured
- The CPA receives organized records and a clearer path to the questions that actually require tax expertise.
- Supporting schedules and documentation are already in one place.
- Planning conversations start from current, reconciled numbers.
Reactive
- Year-end starts with missing documents and unresolved balances.
- The owner becomes the messenger between the books and the CPA.
- Planning conversations happen with incomplete information.
Coordination is the third layer, not a separate service.
Clean handoffs come from books that were recorded and reviewed all year.
Bookkeeping & Payroll
Record, reconcile, organize, and maintain the recurring financial activity.
ValidationController Oversight
Review the work, test consistency, and protect reporting integrity.
CPA Readiness
Move organized records and documentation to the independent CPA with fewer gaps.
CFO Advisory
Use dependable information for planning, forecasting, and higher-level decisions.
What owners ask about CPA coordination
Where ABFI’s work ends and your CPA’s begins.
Does ABFI prepare or file tax returns?
No. ABFI does not prepare or file tax returns and is not the CPA firm of record. ABFI maintains and organizes the accounting records and coordinates with the independent CPA engaged directly by the client.
What does my CPA receive from ABFI at year-end?
Reconciled financial statements, supporting schedules, 1099 record support, owner equity and distributions detail, and a coordinated trail of answers to the CPA’s accounting questions.
Do I have to change CPAs to work with ABFI?
No. ABFI coordinates with the independent CPA you already engage directly. The CPA keeps the tax work; ABFI keeps the records ready for it.
When should we start preparing for tax season?
Most tax-season stress begins months earlier, when records are not current or reconciliations are incomplete. ABFI keeps the books tax-ready throughout the year rather than assembling them under deadline pressure. If the books are already behind, start with clean-up and catch-up.
Clean numbers are worth more than a smooth tax season.
See how ABFI turns reliable records into forecasting, planning, and financial leadership.
What clients say
“What stands out most is his responsiveness and incredibly fast turnaround time.”
Client of founder Jordan Wells
“Finding him has been one of the biggest blessings for our business.”
Client of founder Jordan Wells
Start with one call
Talk with ABFI about your books. Bring your questions and your messiest account, and we'll help determine which approach fits.
Or call (804) 391-4002