Access: Why it’s necessary

Why Your Accountant Needs Access (and How It Helps You)

Let’s face it—running a business is already enough work. When you’re juggling everything else, the last thing you need is a constant stream of requests or financial tasks slowing you down. That’s where your accountant comes in—but in order to really help, they need access to the right tools!

Here’s why giving your accountant access to your financial systems is essential—and how it actually works in your favor:

1. Accurate Books Start with Access

Your accountant can’t keep your books in order if they’re working blind. With access to tools like:

• QuickBooks Online

• Bank portals (view-only access is usually fine!)

• Payment processors like Stripe, Square, or PayPal

• Receipt apps like Dext or Hubdoc

...they can track income, expenses, and everything in between with accuracy. That means less stress, fewer errors, and financial reports you can actually trust.

As a quick side note: Uniquely You Accounting strictly operates in QuickBooks Online. This allows me to become an expert in a specific software that only benefits you more!

If you’re currently in a different accounting software, don’t worry! I can help with migrating you to QuickBooks Online.

Click here to get started!

2. Faster, Smarter Tax Prep

Whether it’s monthly sales tax, quarterly estimates, or year-end filings, your accountant needs access to your:

• Prior Year Tax documents

• Payroll platforms like Gusto or ADP

• Sales Tax Filing platform for your specific state

The sooner they have what they need, the more time they have to identify deductions, flag red flags, and file everything correctly and on time.

While Uniquely You Accounting does not file your annual income taxes, I have partnered with CPAs so you can still have a one stop shop for all your filing needs.

Already have a CPA? Not a problem! I am happy to communicate directly with them when tax time comes around.

3. Fewer Emails, More Efficiency

Every document you have to track down and send manually takes time. Giving your accountant direct access (securely!) cuts out the back-and-forth. That means:

• You spend less time chasing documents

• Your accountant spends more time getting things done

• You possibly save on hourly fees or project costs

Win-win.

4. Real-Time Financial Guidance

With full visibility, your accountant can step in when you need advice—whether you're considering a big purchase, wondering if you can hire, or prepping for a slow season. Real-time access means real-time support.

You only get out of your financials what you put into it. Without direct access, real-time updates are not possible, which leads to a delay in both financial updates. If you are in the process of a time sensitive decision, it’s crucial that you financials are clean and up to date!

5. Peace of Mind in Case of an Audit

If the IRS ever comes knocking, you'll be glad everything's in one place. With access to your systems, your accountant can pull clean, organized records fast—no stress, no digging through old files.

The same can be said when going through a Worker’s Compensation Audit, General Liability Insurance Audit, Sales Tax Audit, etc.

In a nutshell:
Giving your accountant access to key systems isn’t just helpful—it’s essential. It empowers them to work efficiently, offer better advice, and keep your business finances running like a well-oiled machine.

Need help setting up access? I’m happy to walk you through it—securely and step by step.