Use Case
Accountant Pack Export
A single export bundle designed for CPA handoff: core statements plus the supporting detail that makes review easier.
What’s included
The goal is a consistent bundle your CPA can review quickly.
Profit & Loss (P&L)
Balance Sheet
Trial Balance
General Ledger
Transaction export (CSV)
Reconciliation summary
When to use it
- Month-end close and recurring CPA review
- Quarterly tax estimates
- Year-end tax prep
- Diligence requests (financing, audits, or investor questions)
How it fits continuous close
If you reconcile regularly and keep a short exceptions list, the Accountant Pack becomes a routine export—not a fire drill.
Start with the month-end close checklist.
Related guides
The quality of your export depends on the workflow behind it:
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Related: Exceptions-only review · Pricing