Live training · Thursday, November 12 · 12:00 PM ET
7 things to do before December 31.
30 minutes for SaaS and AI founders: the seven things to do before December 31 so your accountant has what they need, a one-page checklist to take with you, and how to get it done.
Thursday, November 12, 2026 · 12:00 PM Eastern · 30 minutes · Google Meet
The 7 things
- Connect your systems so they talk to each other: bank, cards, Stripe, payroll and your books
- Reconcile every account through December 31
- Split annual plans paid upfront into this year and next (deferred revenue)
- W-9s from every contractor now, so 1099s and W-2s go out by January 31
- Track R&D costs and engineering time: what the section 174 change means for this year
- Check whether your SaaS is taxable in the states you sell into
- Pull the year-end reports your accountant needs: P&L, balance sheet, receivables and payables, and an equipment list
- Then the one-page checklist to take with you, and how to get it done
Who is this for?
Founders of SaaS and AI companies who want their books ready for tax season, whether they're current or a few months behind.
What if my books are behind?
Come anyway. We'll cover what to fix first so your accountant has what they need, and what can wait.
What if I can't make it live?
Register anyway. The one-page year-end checklist comes to you by email afterwards.