Live Webinar
Automate Year-End Cleanup for Tax ready books
Now your P&L and B/S show every error flagged at the account level.
28th Jan 2026 | 12:00 PM EST
About the speakers
Meet Tanya Hilts, a finance luminary and Advanced Certified QuickBooks Online ProAdvisor. As the 2020 Top Canadian ProAdvisor and 2019 CPB Canada Professional of the Year, Tanya's expertise shines through her commitment to mentorship and recognition as one of the Top 10 Admired Leaders of 2023—a catalyst for industry growth.
With a decade in the accounting industry, Hardik Mehta, co-founder of Xenett, is reshaping accounting practices. Xenett, founded in 2020, is an intelligent clean-up tool for QuickBooks and Xero. Recognized as a Top 20 Under 40 Accounting Influencer by CPA Practice Advisor in 2021, Hardik's innovative vision is transforming the way we approach accounting.
How to Get to Tax-Ready Books
Webinar agenda
The Real Challenges of 1099 Season
Where firms lose time, why errors happen, and how to prevent them using smarter review flows.
How Xenett Automates 1099 Reviews
A deep dive into:
- AI-based vendor identification
- Advanced filters to narrow 1099 vendors
- W9 tracking made simple
- OCR-powered data extraction
- One-click Excel exports
Live Walkthrough of the 1099 Dashboard
See exactly how Xenett centralizes vendor data, highlights exceptions, and eliminates manual sorting.
Best Practices to Reduce 1099 Review Time by 80%
Hardik will share real workflows from firms using Xenett successfully.
Q&A with Hardik
Interactive session to answer your questions and help you optimize your 1099 process in Xenett
Year-end cleanup doesn’t have to mean chasing transactions, second-guessing balances, or hoping nothing was missed before tax prep. In this webinar, we’ll show how firms move from messy books to tax-ready financials using an automated, account-level cleanup approach.
We’ll cover how to:
- Surface every cleanup issue at the account level, including duplicate entries, coding errors, missing transactions, prepaids, payroll accruals, and merchant clearing discrepancies
- Turn P&L and Balance Sheet reviews into a guided workflow, so nothing gets overlooked before tax filing
- Ensure year-end completeness by reconciling banks, credit cards, payroll, and merchant accounts and identifying missing entries and accruals
- Fix issues faster using exception-based reviews, bulk actions, and consistency checks instead of manual transaction reviews
- Deliver truly tax-ready books, with clean balances, clear documentation, and confidence heading into filing season
There’s a Smarter Way to Handle Accounting Cleanup.
Review Point
Manual Review
(Takes 4 hours )
(Takes 4 Hours Manually)
Xenett Automated Review
(Takes 20 Minutes)
(Takes 20 Minutes Using Xenett)
Missing Entries and Accruals
Manual calculations required
20 Min