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.
26th Feb 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 shouldn’t feel like chasing transactions, second-guessing balances, or hoping nothing breaks during tax prep. In this webinar, we’ll show how accounting firms move from messy books to tax-ready financials using a clear, review-point–based year-end approach.
Instead of manually scanning every transaction, we’ll walk through how firms review books at the account level, using structured review points to catch and fix issues before filing season.
In this session, you’ll learn how to:
- Surface all year-end cleanup issues using standardized review points—like duplicate entries, coding gaps, missing names or classes, payroll accruals, prepaids, and merchant clearing issues
- Turn P&L and Balance Sheet reviews into a guided workflow, so nothing important gets missed
- Ensure year-end completeness by reviewing banks, credit cards, payroll, AR/AP, and uncleared entries
- Fix issues faster with exception-based reviews and consistency checks, instead of time-consuming manual reviews
- Deliver clean, tax-ready books with clear balances 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