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Writer's pictureCraig Dyer

5 Tips to Make Your Accountant’s Job Easier

Accountants play a crucial role in keeping your business's financial health on track. The more organized you are, the more efficient and effective your accountant can be. Making their job easier can lead to faster results, fewer errors, and even potential cost savings for your business. Here are five practical tips to help you streamline the process and improve your financial management.


1. Organize Your Documents Digitally


One of the biggest challenges for accountants is sifting through piles of paperwork. With digital tools, this process becomes much easier. Invest in an organized, cloud-based storage system where all your financial documents are stored in categorized folders (e.g., receipts, invoices, payroll records, etc.). Ensure everything is labeled clearly with dates and descriptions. This not only saves your accountant time but also ensures important documents are not misplaced.


Pro Tip: Use software like Google Drive, Dropbox, or specialized accounting software like QuickBooks to automatically categorize and store documents.


2. Track Expenses Regularly


Waiting until the end of the month (or worse, the end of the year) to record your expenses can lead to missing receipts, inaccurate records, and unnecessary stress. Make a habit of recording your expenses weekly or even daily. This simple act helps your accountant immensely when reconciling accounts and filing taxes.


Pro Tip: You can make use of apps like Expensify or Hubdoc to scan receipts and track expenses in real-time. By keeping up with expense tracking, you help your accountant maintain accurate financial statements, avoiding last-minute scrambles.


3. Separate Personal and Business Finances


One of the most common issues accountants face is having to separate personal and business transactions. Mixing the two can make bookkeeping and tax filing unnecessarily complicated. To avoid this, create a separate bank account and credit card for your business. This makes it easier for both you and your accountant to track business-related expenses and income.


Pro Tip: Establish a habit of paying yourself a salary or owner’s draw from your business account to maintain that clear separation.


4. Use Accounting Software


If you're still doing bookkeeping manually or using spreadsheets, it's time to switch to accounting software. Modern accounting tools like QuickBooks, Xero, or FreshBooks make it easy to manage your finances in one place. These platforms allow your accountant to access real-time data, generate reports quickly, and automate repetitive tasks like invoicing, payroll, and bank reconciliation.


Pro Tip: With the right software, your accountant spends less time chasing after numbers and more time providing you with valuable financial insights.


5. Communicate Regularly


Maintaining regular communication with your accountant can prevent many issues from snowballing into larger problems. Don’t wait until the end of the year or tax season to reach out. Schedule regular check-ins, either monthly or quarterly, to discuss your finances, address questions, and review reports. This keeps both you and your accountant on the same page.


Pro Tip: Open lines of communication also give your accountant the opportunity to provide advice that can help you optimize your business processes and financial strategies.


Final Thoughts Making your accountant’s job easier isn’t just about convenience—it’s about ensuring your business finances run smoothly. By implementing these five tips, you’ll save time, reduce errors, and foster a more productive relationship with your accountant. Ultimately, this leads to better financial management and helps your business grow.


Feel free to get in touch with us about how we can support you and your business.





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