Posted in Accountants | by: Caleb Newquist

This Is the 2019 Prep Guide Your Clients Need

How’s your fall going? Are the leaves getting to you? Have you overdone it with the pumpkin spice? Sure you have. Maybe it already feels like winter where you are, or perhaps it’s just one perpetual hurricane/wildfire season in your neck of the woods. In any case, WHERE DOES THE TIME GO?

2018 is coming to a close and fast, and if you could use a little help getting your clients ready for next year, please accept this guide as our token of appreciation of you, our accountant friends. Special bonus: We’ve included a special message for you from our team, as well as step-by-step instructions for co-branding the checklist with your firm’s logo because we don’t mind sharing the credit.

The guide includes advice and checklists for:

  • 2019 deadlines
  • Closing out 2018
  • Compiling tax materials
  • Verifying employee info

We hope the guide make things a little easier for your clients, and who knows, maybe that will make things a little easier for you too.

See you in 2019!


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About Caleb Newquist

Caleb Newquist is Editor-at-Large at Gusto. In 2009, he became the founding editor of Going Concern, the one-of-a-kind voice on the accounting profession, serving in the role for 9 years. Prior to Going Concern, Caleb worked as a CPA for nearly 6 years in New York and Denver. He lives in Denver with his wife, daughter, and two cats. You can follow him on Twitter at @cnewquist.