Peachy Treats ATL
Bakery & cafe · Single-member LLC · Cash basis · Owner Dana Whitlock
- Catch-up through OctoberCountful working · Jan–Sep done · October in progress
- Monthly closesUpcoming · November and December
- 2026 year-end packageBlocked · Draft · due Jan 31
Catch-up through October
Countful workingJanuary – September
Done
Reconciled to every bank and card statement on Nov 5.
October
Countful working
Waiting for October statements.
Your decisions
Done
Everything Countful proposed has been decided.
Dana's answers
Done
All 2 questions answered and filed.
Sign off
Upcoming
Ready once the steps above are done.
Monthly closes
UpcomingNovember
Upcoming
Starts when November statements arrive, around Dec 1–3.
December
Upcoming
Closes with the year-end package.
2026 year-end package
BlockedTax lines
Countful working
Countful has mapped every account to Schedule C with a reason. The clear-cut ones confirm in one batch.
Equipment loan statement
Blocked
Requested from Dana on Nov 7, follow-up Nov 10. Until then the loan stays out of the books, and the package says so.
- RequestSent · follow-up Nov 10
CPA sign-off
Upcoming
Due Jan 31. Signed section by section.