What Your Accountant Wished You Had Ready in April
The 12-item checklist every founder should have organized year-round. Build it once. Never scramble again.
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A short read, and a system you keep.
Built so next tax season is a non-event. Here is what you get when you download the guide.
1
A letter from your accountant
The honest version of what happens every April, and why the founders with organized books never scramble.
2
A 12-item checklist with practical tips
Every document your accountant asks for at tax time, in plain language, with a practical tip on each one so nothing slips through.
3
Where each item should live
A simple home for every item, so you set the system up once and it runs itself the rest of the year.
7,000+ accounting firms and startups trust Puzzle.
What Puzzle does for founders
Accurate books at AI speed. The close actions that change yourbooks run through human review before they post.
AI-assisted workflows
Puzzle categorizes transactions, reconciles accounts, and builds revenue schedules. No rules to babysit.
Native startup integrations
Stripe, Mercury, Ramp, Brex, Deel, Gusto. Your modern stack, working with Puzzle.
See what your books look like inside Puzzle.
Accurate books, year-round. Book a Puzzle demo and see your real numbers inside Puzzle, with no document request chain.
