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18 Dec Year-End Preparation for Your QuickBooks Files: What to Expect and Why It Matters

Posted at 17:13h in Blog, Uncategorized by

As we approach the end of the year, one of the most critical tasks for your business is ensuring your financial records are accurate and up to date. At this time, bookkeepers and accountants dive into your QuickBooks file to prepare it for the year-end—a process that’s more than just tidying up your books. This effort ensures your business is ready for tax filings, strategic planning, and a fresh start for the new year.

Here’s what we do during this process and why it’s essential for your business.

1. Reconciling Your Bank and Credit Card Accounts

  • What We Do:
    • We thoroughly review and reconcile your bank, credit card, and loan accounts to ensure that every transaction recorded in QuickBooks matches your financial statements. As part of this process, we address un-cleared transactions by reversing those that are no longer valid and investigate why they remain outstanding. For stale-dated checks—those issued but never cashed—we void and reissue them as necessary to maintain accurate records and fulfill payment obligations.
  • Why It Matters:
    • Reconciliation ensures your financial data is accurate, complete, and ready for tax filings or reporting. Addressing uncleared transactions and stale-dated checks prevents inaccuracies in your financial reports, helps avoid overpaying taxes, and provides a clear picture of your cash flow. This process also minimizes the risk of overlooked payments or unclaimed funds, giving you greater confidence in your financial position.

 

2. Reviewing Accounts Receivable and Payables

  • What We Do:
    • We carefully review your open invoices, unpaid bills, and reports such as Accounts Receivable (AR) Aging and Accounts Payable (AP) Aging. Together, we’ll partner to assess whether any outstanding receivables are unlikely to be collected and, if necessary, write off those invoices to give an accurate financial picture. Similarly, we collaborate with you to verify that all bills are accurate and will be paid, addressing any discrepancies or issues that may arise.
  • Why It Matters:
    • Having a clear and accurate understanding of what your business is owed and what it owes is essential for managing cash flow and avoiding unexpected issues. Writing off uncollectible receivables prevents your books from overstating income, while ensuring the accuracy of your payables protects against duplicate or erroneous payments. This process provides a true reflection of your financial position, setting you up for better decision-making and planning.

 

3. Reconciling Prepaid Expenses

  • What We Do:
    • We review your prepaid expenses to ensure they are accurately recorded and properly allocated overtime. This includes identifying all prepaid expense accounts in QuickBooks, verifying the remaining balances, and comparing them against the supporting documentation, such as contracts or payment schedules. We then adjust the allocations to reflect the portion of expenses that should be recognized in the current year versus future periods.
  • Why It Matters:
    • Reconciling prepaid expenses is crucial for ensuring your financial statements reflect an accurate and consistent view of your business’s expenses. Recognizing these expenses over the appropriate time period ensures compliance with accounting principles and prevents overstating your expenses or understating profits in any given year. Accurate prepaid expense reconciliation provides clarity on what has already been paid for and what still needs to be accounted for, helping you maintain precise financial records and plan your cash flow more effectively.

 

4. Reconciling and Recording Accrued Expenses

  • What We Do:
    • We carefully review and reconcile your accrued expenses to ensure all obligations incurred but not yet paid are accurately recorded. This involves identifying any outstanding liabilities, such as payroll, utilities, or services received but not yet invoiced. We review your financial activity, contracts, and expense records to identify these accruals, then record journal entries in QuickBooks to reflect them accurately. At year-end, we ensure that all accrued expenses are properly adjusted so they appear in the correct reporting period.
  • Why It Matters:
    • Reconciling and recording accrued expenses is essential for creating financial statements that reflect your business’s true obligations and profitability. Without properly recording accruals, expenses may be understated in one period and overstated in another, leading to inaccurate reports and potential issues during tax preparation or audits. By ensuring that all accrued expenses are accurately recorded, we help you maintain compliance with accounting principles, provide a clear view of your financial health, and support better cash flow management and planning.

 

5. Reconciling Deferred Revenue 

  • What We Do:
    • We review and reconcile your deferred revenue accounts to ensure that income received in advance is accurately recorded and properly recognized over the appropriate time period. This process begins by identifying all payments received for goods or services not yet delivered, reviewing contracts or agreements to confirm the terms, and ensuring those amounts are correctly categorized as deferred revenue in QuickBooks. We then calculate and record journal entries to recognize revenue incrementally as the obligations are met, aligning with the services or goods delivered.
  • Why It Matters:
    • Reconciling deferred revenue is vital for maintaining accurate and compliant financial records. Recognizing income prematurely can overstate your earnings, while failing to recognize earned revenue understates your profitability. Properly managed deferred revenue ensures that your financial statements align with accounting standards, giving you a precise view of your business’s true performance. Additionally, it helps you plan strategically, as deferred revenue often represents future obligations and cash flow commitments that need to be managed effectively.

 

6. Reconciling Loan Accounts

  • What We Do:
    • We carefully review and reconcile your loan accounts to ensure that all principal, interest, and payment transactions are accurately recorded. This process includes verifying that loan balances in QuickBooks match the amounts reported on amortization schedules or loan statements provided by your lender. We also examine each loan payment to confirm that the correct portions of principal and interest are allocated based on the terms of the loan. If discrepancies are found, we make the necessary adjustments to ensure your books are accurate.
  • Why It Matters:
    • Reconciling loan accounts is essential for providing a true picture of your liabilities and ensuring compliance with loan agreements. Accurate loan records help prevent errors that could lead to financial reporting issues, missed tax deductions for interest, or misunderstandings about your outstanding obligations. By comparing your balances with amortization schedules or lender statements, we ensure your financial statements reflect the correct loan balance and payment history, supporting informed decision-making and better cash flow planning.

 

7. Reconciling 941’s to the General Ledger

  • What We Do:
    • We reconcile your payroll tax filings (Form 941) to the general ledger to ensure your payroll expenses and tax liabilities are accurately recorded. This process involves reviewing each quarter’s Form 941, comparing wages, tips, and other compensation reported to what is recorded in your general ledger. We also verify the accuracy of the payroll tax liabilities and payments recorded in QuickBooks against what was reported to the IRS. Any discrepancies, such as missing payments, incorrect amounts, or misclassifications, are identified and corrected.
  • Why It Matters:
    • Reconciling 941s to the general ledger is critical for ensuring your payroll records are accurate and compliant with tax regulations. Misalignments between your payroll tax filings and general ledger can lead to penalties, audit risks, or missed deductions. By performing this reconciliation, we ensure that your books reflect the correct payroll expenses and liabilities, giving you confidence in your financial statements and peace of mind that your payroll tax obligations are fully met. This step also streamlines year-end reporting, including W-2 preparation and other payroll-related filings.

 

8. Reviewing Fixed Assets and Depreciation

  • What We Do:
    • We conduct a thorough review of your fixed assets and depreciation schedules to ensure all acquisitions, disposals, and adjustments are accurately recorded in QuickBooks. This involves verifying that significant purchases, such as equipment, vehicles, or property, are properly classified as fixed assets rather than expensed through accounts like auto expenses, repairs and maintenance, or office supplies. For disposals, we confirm that assets sold or no longer in use are removed from your records and any associated gains or losses are correctly recorded.
    • We also review your depreciation schedules to ensure depreciation is calculated correctly for each asset based on its type, purchase date, and useful life. To complete this process, we reconcile fixed asset balances to supporting documentation, such as invoices or asset registers, and record necessary year-end adjustments. Additionally, we review accounts like auto expense, repairs and maintenance, and office supplies to ensure no fixed asset purchases have been incorrectly categorized as regular expenses.
  • Why It Matters:
    • Properly managing fixed assets and depreciation is essential for compliance with accounting standards and maximizing allowable tax deductions. Misclassifying assets as expenses can lead to missed depreciation opportunities and inaccurate financial statements. On the other hand, failing to identify or adjust fixed assets can result in overstated expenses and misrepresented financial positions. By reviewing accounts like auto expense, repairs and maintenance, and office supplies, we ensure that only true operational expenses are recorded there and that larger purchases are treated correctly as capital expenditures. This process provides a clear picture of your business’s long-term investments, accurate expense reporting, and better preparation for strategic planning and tax compliance.

 

9. Categorizing and Cleaning Up Transactions

  • What We Do:
    • We meticulously review all transactions in your QuickBooks file to ensure they are categorized correctly and align with your chart of accounts. This process includes examining income and expense accounts to identify any misclassified entries, such as personal expenses recorded as business expenses or purchases incorrectly categorized. We also clean up duplicated or incomplete transactions, verify vendor and customer details for accuracy, and ensure that unusual or one-off transactions are appropriately documented. For recurring expenses, such as utilities or subscriptions, we confirm they are consistently categorized. If we identify any unclear or ambiguous transactions, we collaborate with you to determine their proper classification.
  • Why It Matters:
    • Accurate categorization is essential for ensuring your financial reports provide a true and clear picture of your business performance. Misclassified transactions can distort your profit and loss statement, inflate or understate deductions, and increase the risk of errors during tax preparation or audits. Cleaning up your QuickBooks file eliminates clutter, making it easier to generate accurate reports and track key financial metrics. This step also ensures compliance with accounting principles, providing a reliable foundation for making informed decisions and planning for the future. Properly categorized and clean records help you not only avoid mistakes but also gain actionable insights into your business operations.

 

10. Reconciling Last Years Tax Ending Trial Balance or Tax Return to QuickBooks Trial Balance

  • What We Do:
    • We compare the ending trial balance from last year’s tax return or accountant-prepared financials to your QuickBooks trial balance to ensure they align. This process begins by reviewing each balance sheet account, such as cash, accounts receivable, fixed assets, and liabilities, as well as equity accounts, to confirm that the ending balances match what was reported on your tax return. If discrepancies are found, we investigate to determine whether adjustments, such as journal entries for tax-specific items (e.g., depreciation or tax accruals), were not recorded in QuickBooks. We also verify retained earnings to ensure they accurately rolls forward from the prior year’s net income or loss.
  • Why It Matters:
    • Reconciling your QuickBooks trial balance to your prior year’s tax return or ending trial balance is critical for maintaining consistency and accuracy in your financial records. Discrepancies between these reports can lead to errors in tax filings, misstatements in your current-year financials, and confusion during audits or reviews. By ensuring alignment, we create a reliable foundation for this year’s reporting, minimize the risk of audit issues, and ensure that your financial data is clean and compliant. This step is also key to building trust with stakeholders, such as lenders or investors, by demonstrating that your financial management is thorough and precise.

 

11. Generating Year End Package

  • What We Do:
    • At year-end of the year, we prepare a comprehensive financial package that includes your Balance Sheet, Profit and Loss Statement, and Trial Balance, along with detailed supporting documentation for each balance sheet account. This includes:
      • Bank Statements: To verify balances and reconcile all transactions.
      • Loan Statements: To confirm loan balances, payments, and interest allocations match your records.
      • Balance Sheet Account Reconciliations: For accounts like prepaid expenses, accrued expenses, deferred revenue, fixed assets, and liabilities, we provide documentation showing how each balance was determined and any adjustments made.
      • Backup Documentation: For significant transactions, we include copies of invoices, purchase agreements, or contracts that impact on your financial statements.
    • We organize this information into a clean, easy-to-navigate package for you and your tax preparer.
  • Why It Matters:
    • A well-prepared year-end package ensures accuracy, transparency, and readiness for tax filing. By reconciling and documenting every balance sheet account, we provide confidence that your financials are complete and in compliance with accounting standards. This package reduces the time and effort needed for tax preparation, minimizes the risk of errors, and provides a clear audit trial should questions arise later.
    • For your business, the year-end package isn’t just a compliance tool, it’s a roadmap that reflects your financial health and equips you with the insights needed to make informed decisions in the year ahead. It also builds trust with stakeholders, such as lenders or investors, by demonstrating thorough and professional financial management. With everything in order, you’re positioned to move into the new year with clarity and confidence.

 

12. Collaborating with Tax Professionals

  • What We Do:
    • We work closely with your tax professional to ensure your books are fully aligned with tax requirements, creating a seamless process for preparing and filing your tax return. This collaboration includes:
      • Providing Accurate Financial Data: We deliver clean, reconciled financial statements, including your Profit and Loss Statement, Balance Sheet, and Trial Balance, as well as backup documentation for key accounts.
      • Answering Questions: If your tax professional has questions about specific transactions, classifications, or adjustments, we are available to clarify and provide additional details.
      • Facilitating Adjustments: We review any year-end adjustments your tax professional recommends—such as depreciation, accruals, or tax-specific entries—and ensure they are properly recorded in QuickBooks.
  • Why It Matters:
    • Collaborating with your tax professional ensures your financial data is accurate, complete, and ready for tax filing, reducing the risk of errors, penalties, or audits. This partnership streamlines the tax preparation process, saving time for both you and your tax preparer. It also ensures that your books reflect all tax-related adjustments, so your records remain aligned with your filed tax return.
    • This collaboration allows your tax professional to focus on maximizing tax savings and compliance, while we ensure the financial foundation is strong and accurate. Together, we help you move through the tax season confidently, with clean records and the assurance that your business is set up for success.

 

As bookkeepers and accountants, our goal is to ensure that your financial records are accurate, complete, and ready for whatever the future holds. From reconciling your accounts and categorizing transactions to collaborating with tax professionals and preparing a comprehensive year-end package, each step we take is designed to give you clarity and confidence in your financial position.

Year-end preparation isn’t just about closing the books in another year, it’s about setting your business up for success in the year ahead. By reconciling key accounts like loans, prepaid expenses, deferred revenue, and fixed assets, we help ensure your financial statements reflect the true health of your business. We also clean up transactions, review receivables and payables, and align your QuickBooks trial balance with last year’s tax return, creating a strong foundation for strategic decision-making and tax compliance.

Most importantly, we act as your financial partner—collaborating with you and your tax professional to simplify the tax process, maximize deductions, and eliminate surprises. With clean records, detailed documentation, and actionable insights, you can start the new year with confidence and focus on growing your business.

Your success is our success, and we’re here to help you every step of the way. Let’s make the upcoming year your best one yet!

Contact us for more information on how we can support your business.

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kim

Kimberly Mitchell
Partner Development Manager

 

Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

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Noah

Noah Raney
Senior Account Payroll Manager

 

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!

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Sean

Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader

 

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

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Gabor

Gabor Terebesi
Payments Account Manager

 

Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

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Aimee

Aimee Garneau
Accounting Manager

 

Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.

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Jeffrey Siegel
CPA, CEO

Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating from Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for a major expansion of a large regional IVF clinic, and helped set up accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single-user environment putting in QuickBooks Enterprise in a 30-user environment and integrating various add-ons including inventory, CRM, and e-commerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer

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Lori Swartz
Client Support Manager

After graduating from Boston University, Lori spent eight years working in various managerial positions for two national companies. In those positions, Lori developed the skills necessary to manage multiple projects, clients, and resources. She later went on to work for a management company that handled over 25 real estate properties with multiple tenants. Lori joined Siegel Solutions in 2003 as a client services manager where she utilized her skills developed to manage multiple clients and multiple staff. She recently moved into the client support manager role where she is responsible for meeting with and onboarding new clients, managing and maintaining our technology stack along with QuickBooks setups, conversions, training, and consulting.

In her free time, Lori enjoys spending time with her family. She loves to travel, music, and theater.

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Kristin Hogan
Associate

Kristin has been with Siegel Solutions since 2008 when she started as a part-time Office Administrator. In addition to the administrative work for Siegel Solutions, Kristin also assists with bookkeeping for a handful of clients, and manages and processes payroll for about 25 clients. Kristin has been working in administrative roles for many years in various fields, including from an academic department in a local university, a start-up biomedical company, to recording and pricing inventory for a small gift shop. Kristin has also held customer service positions in food service, department stores, a local Boys & Girls Club, and a nursing home.

Outside of work, Kristin enjoys hanging out with family, friends, and the family’s black lab named Clyde. Kristin is a New England Revolution fan and goes to as many games as possible each season.

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Kathy Crouse
Senior Associate

Kathy graduated from Framingham State College. She then attended Bently College in their Accounting Certificate program, while also working as an Assistant Payroll Supervisor and Compensation Specialist in the corporate offices of a large contract employer. After many years of experience as a Full Charge Bookkeeper for a private investment firm, and various small CPA firms, Kathy joined Siegel Solutions in 2001. She enjoys learning about different types of businesses working for Siegel and the satisfaction of tailoring our role to best serve each client's needs.

During her free time, Kathy loves spending time with her family and her dog. She also enjoys DIY projects and exploring the beautiful New England coast.

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Janet

Janet Jodoin
Bookkeeping Associate

Janet joined Siegel Solutions in May of 2022 as an Associate Bookkeeper. In her younger years, while raising her family, she completed her degree in Business and she spent 20 years in the trades as a custom designer. Janet also has 16 years in corporate management. Her strong team support, training, and development led her to support and manage Human Resources. Janet's desire to change careers has led her to return back to bookkeeping at Siegel Solutions. In Janet's free time she enjoys spending time with her growing family. Her personal favorite is creative landscaping in her yard. She also enjoys working alongside her partner in construction and remodeling.

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Tricia

Tricia Gullage
Associate

Tricia Joined Siegel Solutions in 2022 as a bookkeeper and works with our clients to keep their day-to-day bookkeeping in order. Tricia has 12 years of bookkeeping experience working for a large construction company for 10 of those years handling all their accounting and Payroll. She met Jeff our CEO while working there and decided she wanted to join our team.

When not working Tricia enjoys spending time with her family and friends. She recently moved up to the lakes region in NH and loves going to concerts, enjoying her time boating and snowmobiling.

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Ed Jaworski
Professional Services Manager

With over 21 years of corporate experience at PeopleSoft Consulting, Sun Life Financial, and KPMG, Ed brings a big business approach to small business solutions. Prior to joining Siegel Solutions in 2022, Ed helped small businesses get the most out of QuickBooks for 21 years as a co-founder of SMB Partners and the founder of Solutions for Office Software.

Ed is an Advanced Certified QuickBooks® ProAdvisor, a Certified QuickBooks® Point of Sale ProAdvisor, a Certified QuickBooks Enterprise Solutions ProAdvisor, and a Certified SOS Inventory Consultant. Ed holds an MS in Computer Information Systems from Bentley University and a BS in Business Administration from Northeastern University.

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Debby Mono
Firm Administrator

Prior to joining Siegel Solutions in March 2023, Debby had been working in administrative and executive assistant roles for many years in various fields. Her extensive background in these positions has provided her with a range of skills and knowledge that are valuable in her new role as a Virtual Administrative Assistant. She graduated from Suffolk University with a Bachelor's Degree.

Outside of work, Debby can be found at football fields or dojos cheering for her sons. She also enjoys hikes with her dog, Sawyer, reading, sports, and live music. She and her husband also love to entertain family and friends.

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Letitia Cote
Senior Associate

Letitia has an accounting degree and has been working in the Accounting/Bookkeeping industry for over 25 years. Tish is also an Acumatica Business Consultant. Outside of work, Tish has 4 grown children and 5 grandchildren, she loves to ski, hike, bike, and be outdoors. Tish has worked with Jeff for over 10 years.

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Ashley Sumner
Senior Associate

Ashley joined Siegel Solutions in April of 2023 as a Senior Associate. She has worked in accounting for 10 years, working her way up from an associate to a Senior Accountant/Controller at her previous jobs. Ashley loves working with numbers, helping clients out specifically with budgets and financial forecasting. She has an extensive background in Construction Finances including AIA billings, WIP schedules, and financial forecasting public and private construction projections.

When Ashley is not working, she loves spending time with her husband and 2 kids, extended family, and friends and watching her Boston Sports Teams!

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Alison Pickwick
Associate

Alison joined Siegel in 2023 as an Associate. She enjoys producing a product that assists company owners in seeing the big picture of their company. Previously, she put this passion to use as an auditor and as a financial advisor traveling the country to various companies in many different industries. With her passion, she also brings years of experience and vast knowledge to Seigel. After hours Alison doesn't stop working. She gardens, has chickens, teaches her godkids carpentry and small engine mechanics, fishes, makes maple syrup, and even brews her own wines and beers. Whenever she can, she goes to her family camp in northern New Hampshire where you can find her working on a project from planting blueberries to building a shed.

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Andrea

Andrea Alencar
Associate

Andrea graduated from Bridgewater State with a Bachelor's degree in Accounting. Andrea joined Siegel Solutions in 2022. Andrea has gained accounting experience working in various industries including a CPA firm, legal, hospitality, and telecommunications. Before coming to Siegel Solutions Andrea previously worked as a bookkeeper and staff accountant.

Andrea has 4 kids which keep her busy. Outside of work, Andrea enjoys spending time with her kids, being outside, cooking, and going to softball/baseball games.

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Mike Derrico
IT

I started my career in 1983 when I designed and built a device to share a computer program, written by the president of a local bank and his son, running on an Apple Lisa computer. The device allowed the large and expensive Lisa's computer to be shared with bank employees. With this program, and with my device, we started a company to market this unique solution to banks. At this point, computer networks were just starting to be used in businesses. I transitioned my efforts to providing support for migrating banking terminal/mainframe functions to the emerging Personal Computer networking platform. For the next decade, I worked with, and beta tested, numerous technologies to integrate the banking functions from dumb terminals into the now smart desktop computers. After working with a few small consulting firms, I started my own company focusing on providing I.T. support to SMBs. More recently I am now doing the exact opposite by helping customers migrate their PC applications and data from their local computers to The Cloud. A few years ago, I joined Siegel Solutions to add my years of I.T. experience to their firm.

In my spare time, I like to travel, fly my drone and, most importantly, spend time with my family. I also still enjoy tinkering with technology.

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Pat Jaworski
Associate

After spending most of her corporate career in the insurance industry, Pat joined a QuickBooks consulting firm providing bookkeeping services to several small companies. Late in 2022, that firm merged with Siegel Solutions, Inc., bringing Pat and her clients to the group. She provides services to clients in a variety of industries: fitness, construction, beauty, equine care, and medical billing, to name a few. She enjoys supporting her clients by keeping their financial records in good shape and allowing them to focus on growing their respective businesses.

Pat resides in the 495/MetroWest area with her husband Ed, daughter Abby and Duffy, their lovable, energetic golden retriever.

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Noah Tan

Noah Tan

Associate

Noah has over 12 years of experience in accounting and graduated from the University of Bedfordshire in the UK. Prior to joining Siegel Solutions in August 2023, he has worked with clients in Asia and Europe across a variety of industries, including manufacturing, software, e-commerce, and education. Noah specializes in real estate, property management, and construction enterprises.

Noah is a passionate and results-oriented individual with a proven track record of success. He is skilled in financial planning and analysis, budgeting, forecasting, and reporting with expertise in business process improvement and risk management. Noah is committed to helping his clients achieve their financial goals.

Noah loves to travel and has been to over 50 countries and 4 continents with his wife. He is passionate about financial market analysis and enjoys using stock charts to identify trends and patterns.

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Tari Crowley

Administrative Assistant

Tari Crowley joined Siegel Solutions in September 2023 as a part-time Administrative Assistant. She actually wears many hats not just in her position, but in her every day life! She is also a real estate agent, softball coach, wife and full-time mother. When she isn’t busy with everyday life activities, she enjoys spending time with her chocolate lab, Bailey, as well as having fun and laughing with her family.

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DeeAnna Keyes

Sales and Marketing Associate

DeeAnna Keyes, has been our Sales and Marketing Associate since December 2023. She brings a wealth of experience, having worked at Intuit with a focus on Quickbooks Online and Quickbooks Desktop. With a robust sales history and a license as a real estate agent in Virginia, DeeAnna is a versatile professional. Outside of work, she cherishes family moments, indulges in camping with friends, and finds joy in entertaining at home with her husband and four children.

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Janice Kats

Associate

Janice Kats graduated from Carl Sandburg College with an Associate Degree in Accounting in 1992 and has been working in the accounting field ever since in various jobs doing AR, AP, payroll, office management, and bookkeeping before joining Siegel Solutions in late 2023.

In 2022, she made the decision to branch out on her own and started her own bookkeeping business, working from home.

She is a mom to 3 grown children and a grandmother to 5 grandchildren and enjoys spending time with her husband and two dogs and following her grandchildren in all of their sports.

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Roger Hand

Relationship Manager

Roger boasts over 15 years of experience at Intuit, during which he has aided clients and QuickBooks® Solution Providers in building and growing their businesses. He is well versed in the QuickBooks® products and, through the discovery process, knows how we can engage, migrate, and satisfy clients' current frustrations. Roger holds multiple credentials and licenses, including the QuickBooks® Pro Advisor certification. He enjoys working with clients and seeing the satisfaction on their faces when they're achieving their goals without all the confusion! Roger enjoys spending his free time with his wife and two amazing daughters

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Kristina Morin
Senior Associate

Kristina Morin is a Certified Public Accountant from Boston, Massachusetts. She holds an MBA in Management Information Systems from Bentley University and an MS in Accounting and Financial Management from DeVry University. She has been a bookkeeper for 20 years and has spent the last several years teaching QuickBooks and Bookkeeping.

At home, she celebrates her independence, living with her son, father, and two cats, Romeo and Rico. Kristina enjoys old-school hip hop, soaking up the sunshine, and spending quality time watching movies with her family.

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